Difference between revisions of "OS4X Enterprise partner management"

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=== understanding the partner hierarchy ===
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=== Partner hierarchy ===
 
OS4X Enterprise contains a four-level partner hierarchy (as used in the industry standard ENGDAT):
 
OS4X Enterprise contains a four-level partner hierarchy (as used in the industry standard ENGDAT):
*partner
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*[[OS4X Core partner administration|partner]]
*location
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*[[OS4X_Enterprise_partner_management#location_management|location]]
*department
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*[[OS4X_Enterprise_partner_management#department_management|department]]
*person
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*[[OS4X_Enterprise_partner_management#person_management|person]]
  
These four levels are implemented in OS4X Enterprise as a 1:1 relation, so a location can only be contained in one partner company entry, same to the departments and recipients.
+
[[Image:OS4X Enterprise partnerlist.png]]
  
=== location management ===
+
These four levels are implemented in OS4X Enterprise as a 1:1 relation, so a location can only be contained in one [[OS4X_Core_partner_administration|partner company entry]], same to the departments and recipients.
 +
 
 +
In case of OS4X Core, only the first level exists (partner), the following are not needed.
 +
 
 +
 
 +
=== partner management (OS4X Core & OS4X Enterprise) ===
 +
OS4X Core is based on partner entries in the configured partner database table. In order to administrate these entries via web interface, refer to the following possible tasks . For a commandline based administration, refer to the binary [[OS4X_Core_binaries#os4xped|os4xped]].
 +
 
 +
[[listing partners]]
 +
 
 +
[[creating partner]]
 +
 
 +
[[editing partner]]
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 +
[[deleting partner]]
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 +
 
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----
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''(OS4X Enterprise below)''
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=== location management (OS4X Enterprise) ===
 
[[listing locations]]
 
[[listing locations]]
  
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[[deleting location]]
 
[[deleting location]]
  
=== department management ===
+
=== department management (OS4X Enterprise) ===
 
[[listing departments]]
 
[[listing departments]]
  
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[[editing department]]
 
[[editing department]]
 
[[moving department]]
 
  
 
[[deleting department]]
 
[[deleting department]]
  
=== person management ===
+
=== person management (OS4X Enterprise) ===
 
[[listing persons]]
 
[[listing persons]]
  
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[[editing person]]
 
[[editing person]]
  
[[moving person]]
+
[[deleting person]]
  
[[deleting person]]
+
 
 +
[[Category:OS4X Enterprise]]

Latest revision as of 13:25, 8 August 2017

Partner hierarchy

OS4X Enterprise contains a four-level partner hierarchy (as used in the industry standard ENGDAT):

OS4X Enterprise partnerlist.png

These four levels are implemented in OS4X Enterprise as a 1:1 relation, so a location can only be contained in one partner company entry, same to the departments and recipients.

In case of OS4X Core, only the first level exists (partner), the following are not needed.


partner management (OS4X Core & OS4X Enterprise)

OS4X Core is based on partner entries in the configured partner database table. In order to administrate these entries via web interface, refer to the following possible tasks . For a commandline based administration, refer to the binary os4xped.

listing partners

creating partner

editing partner

deleting partner



(OS4X Enterprise below)

location management (OS4X Enterprise)

listing locations

creating location

editing location

deleting location

department management (OS4X Enterprise)

listing departments

creating department

editing department

deleting department

person management (OS4X Enterprise)

listing persons

creating person

editing person

deleting person