Manage Relationship Groups
Relationship groups are used to categorize relationship roles and phrases, based on the user interfaces that they appear in.
In this example, you will create group for relationship types that link an organization to an external organization.
Create a relationship group
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In the Setup and Maintenance work area, go to the following:
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Offering: Customer Data Management
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Functional Area: Trading Community Foundation
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Task: Manage Relationship Groups
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On the Manage Relationship Groups page, in the Search Results region, click the Create icon to open the Create Relationship Group page.
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Complete the fields, as shown in the following table.
Field
Value
Name
Related External Organizations
Code
REL_EXT_ORGS
Description
Indicates a group of relationships that link the organization to external entities.
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In the Relationship Roles and Phrases region, click the Add Row icon to add a relationship role and phrase pair.
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For each relationship role and phrase pair, complete the fields, as shown in the following table.
Subject Type
Subject Role
Organization
Supplier
Organization
Competitor
Note: Relationship roles are created using the Manage Relationship Type page. For more information about creating relationship types, see Create Relationship Types. -
Click Save and Close.
Edit Relationship Group
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In the Setup and Maintenance work area, go to the following:
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Offering: Customer Data Management
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Functional Area: Trading Community Foundation
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Task: Manage Relationship Groups
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On the Manage Relationship Groups page, in the Search Results region, select a relationship group.
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Modify the required values.
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Click Save and Close.