addPartyGrouping
- Description
- This transaction adds PartyGrouping details including GroupType, GroupTypeValue, GroupName, GroupDescription, GroupEffectiveStartDate, and GroupEffectiveEndDate. This transaction can be used as a coarse-grained transaction to add both the PartyGrouping details and one or more PartyGroupingAssociations.
- Web Services
- Operation name: addPartyGrouping
- Example
- For targeted marketing, an 'Over 40' PartyGrouping was created. Bob Thomas, an existing party, was associated with the PartyGrouping.
- Usage information
- PartyGroupingAssociations can be created only for entities where
the EntityType is CONTACT.
There are no limitations on the number of PartyGroupingAssociations that can be created for a particular PartyGrouping.
When using this as a coarse-grained transaction, the following simple transaction may also apply:- addPartyGroupingAssociation
- When a PartyGrouping expires, the active PartyGroupingAssociations expire on the same date.
- After a PartyGrouping expires, no new PartyGroupingAssociations can be added or updated.
- Preconditions
- Party must exist.
- Mandatory input
- GroupName
- GroupType and/or GroupTypeValue
- Inquiry levels
- Not applicable
- Filter values
- Not applicable
- Transaction behavior
- If the start date not supplied, it defaults to the current system
date.
When both the GroupType and GroupTypeValue are provided, they must match.
- Request message
- <TCRMTxType> addPartyGrouping
<TCRMTxObject> TCRMPartyGroupingBObj
<TCRMObject> TCRMPartyGroupingBObj
with optional business object:
- Response objects
- TCRMPartyGroupingBObj
with optional business object:
- Special note
- Not applicable