How do I manage party usages?

Party Usages describe how parties can be used across the application in business flows. Use this procedure to create and edit party usages.

Create Party Usages

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Party Usages

2. Click Actions > Create.

3. Specify the following information in the Overview section of the page:

   • Specify the code for the party usage. You can't change the code of an existing party usage.

   • Specify a name.

   • Select the type of party usage.

   • (Optional) Provide a description.

4. Specify the following information in the Assignment section of the page:

   • If you have identified business events that can create an assignment to a party, select Restrict Manual Assignment.

   • If the bulk import or manual assignment can create an assignment, select Unconditional Assignment.

     Note: The Unconditional Assignment isn't available for predefined party usages.

   • If you want to restrict only business events that you identified to update an assignment to a party, select Restrict Manual Update.

   • Select Relationship Causes Assignment to allow an assignment to a party if a party relationship is created.

   • (Optional) Provide descriptions.

5. In the Exclusivity Rules section, specify the from and to dates during which the party usage is assigned exclusively.

6. In the Incompatibility Rules section, select the party usages which can't be assigned along with the selected party usage. For example, you can specify for a prospect party usage that a party couldn't have a prospect usage and customer usage at the same time. You can also specify the time period during which the selected party usages can't be assigned.

7. In the Transition Rules section, specify the party usage which the selected party usage transitions to. You can also specify the time period when the transition starts and, optionally, ends. For example, when a party that currently has the applicant party usage is assigned the student party usage, the applicant usage is set with an end date.

8. Click Save and Close.

Edit Party Usages

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Customer Data Management

   • Functional Area: Trading Community Foundation

   • Task: Manage Party Usages

2. Click Actions > Edit.

3. Change the following information in the Overview section of the page:

   • Edit the name.

   • Edit the description as needed.

4. Select or clear the selection for the following information in the Assignment section of the page:

   • If you have identified business events that can create an assignment to a party, select Restrict Manual Assignment.

   • If the bulk import or manual assignment can create an assignment, select Unconditional Assignment.

     Note: The Unconditional Assignment isn't available for predefined party usages.

   • If you want to restrict only business events that you identified to update an assignment to a party, select Restrict Manual Update.

   • Select Relationship Causes Assignment to allow an assignment to a party if a party relationship is created.

   • Edit or provide the descriptions.

5. Add or update from and to dates during which the party usage is assigned exclusively in the Exclusivity Rules section. Or, change or delete the existing dates.

6. Modify the party usages which can't be assigned along with the selected party usage in the Incompatibility Rules section. For example, you can specify for a prospect party usage that a party couldn't have a prospect usage and customer usage at the same time. You can also specify the time period during which the selected party usages can't be assigned. Or, change or delete the existing rules.

7. In the Transition Rules section, update the party usage which the selected party usage transitions to. You can also specify the time period when the transition starts and, optionally, ends. For example, when a party that currently has the applicant party usage is assigned the student party usage, the applicant usage is set with an end date. Or, change or delete existing transition rules.

8. Click Save and Close.