Reorganize partners

Reorganize partners

The Partner reorganization application is used to delete partner master data or partner role (e.g. Supplier role, Customer role) and the related business objects after certain conditions are met. Only partners who are marked for deletion or whose individual roles are marked for deletion are taken into consideration during the reorganization.

Data provided with a deletion marker are checked for their utilization in the system:

  • if a utilized business object still needs these data, then these data are not deleted,
  • among various partner data, e.g. the financials data of a partner cannot be deleted if the partner is still utilized as an invoice recipient,
  • if any role cannot be deleted, the base data of the item cannot be deleted, either.

In a multi-site environment or a single site environment with activated content-based authorizations, there can also be organizational reasons why data cannot be deleted. If data are marked for deletion in an organization that has assumed the data processing for a role, the utilization of the data for organizations that have only accepted the data must also be checked. In a multi-site environment, if two organizations have assumed the data processing for a role, both have marked their data for deletion, and the data of the subordinate organization cannot be deleted, the data of the parent organization cannot be deleted, either.

Note
If it is not possible to delete a partner or a selected role, a corresponding message is written to the message log in each case.

The reorganization application can also be run via the batch application Reorganization jobs. It is triggered without user interference. Batch applications are executed in the system via a batch job, CORBA or another application.

In the Reorganization jobs application, various reorganization applications are included in a list in order to run them sequentially with one reorganization run.

Note
A certain sequence within the list must be adhered to for the actual reorganization.

More information about the sequence can be found in the article Reorganization sequence.

Description of standard fields of the reorganization applications can be found here.

The Reorganize partners application contains also a parameter Detailed message output apart from the standard fields. If selected, detailed information about business objects that utilize the object/role marked for deletion is displayed. If deselected, a message is generated stating that the record cannot be deleted.

Business objects affected

If a partner role or the partner itself is ultimately released for deletion as a result of the check, dependent objects must be deleted, as well.

The following business objects are affected by the reorganization, depending on the role:

Role

Description

Business object

Base

Partner

com.cisag.app.general.obj.Partner

Base

Organization-specific partner data

com.cisag.app.general.obj.OrganizationalUnitPartner

Base

Communication connection

com.cisag.app.general.obj.CommunicationData

Base

User assignment of partner

com.cisag.app.general.obj.UserAssignment

Base

Partner relationship

com.cisag.app.general.obj.PartnerRelation

Base

Partner bank data

com.cisag.app.general.obj.BankAssignment

Base

Partner tax information

com.cisag.app.financials.obj.PartnerTaxIdentification

Base

Item partner data

com.cisag.app.general.obj.ItemPartnerData

Customer

Customer

com.cisag.app.sales.obj.Customer

Customer

Partner relationship

com.cisag.app.general.obj.PartnerRelation

Customer

Sales output settings

com.cisag.app.sales.obj.SalesOutputSettings

Supplier

Supplier

com.cisag.app.purchasing.obj.Supplier

Supplier

Partner relationship

com.cisag.app.general.obj.PartnerRelation

Supplier

Purchasing output settings

com.cisag.app.purchasing.obj.PurchaseOutputSettings

Employees

Employee

com.cisag.app.general.obj.Employee

Employees

Partner relationship

com.cisag.app.general.obj.PartnerRelation

Marketing

Marketing partner

com.cisag.app.crm.obj.PartnerMarketingInfo

Financials

Partner financials data

com.cisag.app.financials.obj.PartnerAccountingData

Financials

Customer outstanding payments

com.cisag.app.sales.obj.CustomerOutstandingDebt

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