![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/Position-1024x330.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Every Position belongs to a Tenant and is created under an Organization.<\/li>\n\n\n\n
- Every Position must belong to a Position Category.<\/li>\n\n\n\n
- Position Name is mandatory.<\/li>\n\n\n\n
- New Positions default to Employee = Yes.<\/li>\n\n\n\n
- Active is enabled by default; only active Positions are selectable.<\/li>\n\n\n\n
- Business Partner Contact only shows Positions matching the partner\u2019s Employee flag.<\/li>\n\n\n\n
- Leads without a linked Business Partner only show Employee = No Positions.<\/li>\n\n\n\n
- Position Assignment is limited to Users whose Business Partner is Employee or Sales Representative.<\/li>\n\n\n\n
- Creating a Position does not automatically create Position Assignments.<\/li>\n<\/ul>\n\n\n\n
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Position Category configured for the classification.<\/li>\n\n\n\n
- Organization configured for the Position record.<\/li>\n\n\n\n
- Business Partner Employee flag set correctly for contacts that will use this Position.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a Position Record<\/strong><\/h3>\n\n\n\nThis establishes a new job title that can later be assigned to contacts, leads, or eligible users.<\/p>\n\n\n\n
Navigate to Partner Relations\u2192 Position, click New, and select the Organization.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Organization<\/td> CDC<\/td> Organization the Position belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Assign the Position Category and Name<\/strong><\/h3>\n\n\n\nThe Position Category groups the role into a business function, while Name identifies the job title.<\/p>\n\n\n\n
Select the Position Category, then enter a business-oriented Name for the Position.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position Category<\/td> Finance & Accounting<\/td> Groups the Position under a business function<\/td><\/tr> Name<\/td> Finance Manager<\/td> Identifies the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Set the Employee Flag<\/strong><\/h3>\n\n\n\nThe Employee flag determines whether the Position is used for internal staff or external contacts such as Leads and vendor representatives.<\/p>\n\n\n\n
Check Employee for internal roles; leave it unchecked for external roles such as Founder, which is used for outside business contacts.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Employee<\/td> Checked (Finance Manager)<\/td> Marks the Position for internal employee use<\/td><\/tr> Employee<\/td> Unchecked (Founder)<\/td> Marks the Position for external, non-employee use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-Position.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 4: Enter Description and Comment\/Help<\/strong><\/h3>\n\n\n\nDescription and Comment\/Help clarify what the Position covers and how it should be used.<\/p>\n\n\n\n
Enter a Description summarizing the role\u2019s responsibilities, and optional Comment\/Help guidance for administrators.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Description<\/td> Oversees accounting, budgeting, and financial reporting.<\/td> Summarizes the role\u2019s responsibilities<\/td><\/tr> Comment\/Help<\/td> Used for external business contacts, prospective customers, and vendor representatives who founded their organizations.<\/td> Guides administrators on when to use the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Save and Assign to Eligible Users<\/strong><\/h3>\n\n\n\nSaving makes the Position selectable; the Assignment tab links eligible Users or Contacts to the Position for a validity period.<\/p>\n\n\n\n
Save the record, open the Assignment tab, click New, select the User\/Contact and Valid From date, then save the row.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position<\/td> Finance Manager<\/td> Position being assigned<\/td><\/tr> User\/Contact<\/td> Sathish Raj<\/td> Eligible user receiving the assignment<\/td><\/tr> Valid from<\/td> 01\/01\/2025 12:00:00 AM<\/td> Date the assignment becomes effective<\/td><\/tr> Description<\/td> Assigned as Finance Manager.<\/td> Notes the reason for the assignment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-Position1.png\" "\\"\\"")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-Position2.png\" "\\"\\"")
<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Position not available in Business Partner Contact<\/td> Position\u2019s Employee flag does not match the Business Partner\u2019s Employee flag<\/td> Verify the Employee flag matches on both records<\/td><\/tr> Position not available in Lead<\/td> Lead has no linked Business Partner and the Position is Employee = Yes<\/td> Use a Position configured with Employee = No for unlinked Leads<\/td><\/tr> User not available in Position Assignment<\/td> Associated Business Partner is not marked Employee or Sales Representative<\/td> Verify the Business Partner\u2019s Employee or Sales Representative flag<\/td><\/tr> Position not displayed in lookup<\/td> Position is inactive or in an inaccessible Organization<\/td> Confirm Active is checked and the Organization is accessible<\/td><\/tr> Wrong Position Category selected<\/td> Position mapped to an unrelated category<\/td> Correct the Position Category on the Position record<\/td><\/tr> Position missing description<\/td> Description left blank at creation<\/td> Add a Description explaining the role\u2019s responsibilities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Assign Positions to Business Partner Contacts.<\/li>\n\n\n\n
- Create Position Assignments for eligible Users.<\/li>\n\n\n\n
- Use non-employee Positions for Leads and external Business Partner Contacts.<\/li>\n\n\n\n
- Maintain Position Categories and Position records as organizational roles evolve.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Position is the iDempiere window that defines job titles such as Finance Manager or Founder, classified under a Position Category […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21344","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21344"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions"}],"predecessor-version":[{"id":21349,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions\/21349"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Prerequisites<\/strong><\/h2>\n\n\n\n\n- Position Category configured for the classification.<\/li>\n\n\n\n
- Organization configured for the Position record.<\/li>\n\n\n\n
- Business Partner Employee flag set correctly for contacts that will use this Position.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a Position Record<\/strong><\/h3>\n\n\n\nThis establishes a new job title that can later be assigned to contacts, leads, or eligible users.<\/p>\n\n\n\n
Navigate to Partner Relations\u2192 Position, click New, and select the Organization.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Organization<\/td> CDC<\/td> Organization the Position belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Assign the Position Category and Name<\/strong><\/h3>\n\n\n\nThe Position Category groups the role into a business function, while Name identifies the job title.<\/p>\n\n\n\n
Select the Position Category, then enter a business-oriented Name for the Position.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position Category<\/td> Finance & Accounting<\/td> Groups the Position under a business function<\/td><\/tr> Name<\/td> Finance Manager<\/td> Identifies the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Set the Employee Flag<\/strong><\/h3>\n\n\n\nThe Employee flag determines whether the Position is used for internal staff or external contacts such as Leads and vendor representatives.<\/p>\n\n\n\n
Check Employee for internal roles; leave it unchecked for external roles such as Founder, which is used for outside business contacts.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Employee<\/td> Checked (Finance Manager)<\/td> Marks the Position for internal employee use<\/td><\/tr> Employee<\/td> Unchecked (Founder)<\/td> Marks the Position for external, non-employee use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 4: Enter Description and Comment\/Help<\/strong><\/h3>\n\n\n\nDescription and Comment\/Help clarify what the Position covers and how it should be used.<\/p>\n\n\n\n
Enter a Description summarizing the role\u2019s responsibilities, and optional Comment\/Help guidance for administrators.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Description<\/td> Oversees accounting, budgeting, and financial reporting.<\/td> Summarizes the role\u2019s responsibilities<\/td><\/tr> Comment\/Help<\/td> Used for external business contacts, prospective customers, and vendor representatives who founded their organizations.<\/td> Guides administrators on when to use the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Save and Assign to Eligible Users<\/strong><\/h3>\n\n\n\nSaving makes the Position selectable; the Assignment tab links eligible Users or Contacts to the Position for a validity period.<\/p>\n\n\n\n
Save the record, open the Assignment tab, click New, select the User\/Contact and Valid From date, then save the row.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position<\/td> Finance Manager<\/td> Position being assigned<\/td><\/tr> User\/Contact<\/td> Sathish Raj<\/td> Eligible user receiving the assignment<\/td><\/tr> Valid from<\/td> 01\/01\/2025 12:00:00 AM<\/td> Date the assignment becomes effective<\/td><\/tr> Description<\/td> Assigned as Finance Manager.<\/td> Notes the reason for the assignment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Position not available in Business Partner Contact<\/td> Position\u2019s Employee flag does not match the Business Partner\u2019s Employee flag<\/td> Verify the Employee flag matches on both records<\/td><\/tr> Position not available in Lead<\/td> Lead has no linked Business Partner and the Position is Employee = Yes<\/td> Use a Position configured with Employee = No for unlinked Leads<\/td><\/tr> User not available in Position Assignment<\/td> Associated Business Partner is not marked Employee or Sales Representative<\/td> Verify the Business Partner\u2019s Employee or Sales Representative flag<\/td><\/tr> Position not displayed in lookup<\/td> Position is inactive or in an inaccessible Organization<\/td> Confirm Active is checked and the Organization is accessible<\/td><\/tr> Wrong Position Category selected<\/td> Position mapped to an unrelated category<\/td> Correct the Position Category on the Position record<\/td><\/tr> Position missing description<\/td> Description left blank at creation<\/td> Add a Description explaining the role\u2019s responsibilities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Assign Positions to Business Partner Contacts.<\/li>\n\n\n\n
- Create Position Assignments for eligible Users.<\/li>\n\n\n\n
- Use non-employee Positions for Leads and external Business Partner Contacts.<\/li>\n\n\n\n
- Maintain Position Categories and Position records as organizational roles evolve.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Position is the iDempiere window that defines job titles such as Finance Manager or Founder, classified under a Position Category […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21344","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21344"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions"}],"predecessor-version":[{"id":21349,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions\/21349"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Create a Position Record<\/strong><\/h3>\n\n\n\nThis establishes a new job title that can later be assigned to contacts, leads, or eligible users.<\/p>\n\n\n\n
Navigate to Partner Relations\u2192 Position, click New, and select the Organization.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Organization<\/td> CDC<\/td> Organization the Position belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Assign the Position Category and Name<\/strong><\/h3>\n\n\n\nThe Position Category groups the role into a business function, while Name identifies the job title.<\/p>\n\n\n\n
Select the Position Category, then enter a business-oriented Name for the Position.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position Category<\/td> Finance & Accounting<\/td> Groups the Position under a business function<\/td><\/tr> Name<\/td> Finance Manager<\/td> Identifies the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Set the Employee Flag<\/strong><\/h3>\n\n\n\nThe Employee flag determines whether the Position is used for internal staff or external contacts such as Leads and vendor representatives.<\/p>\n\n\n\n
Check Employee for internal roles; leave it unchecked for external roles such as Founder, which is used for outside business contacts.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Employee<\/td> Checked (Finance Manager)<\/td> Marks the Position for internal employee use<\/td><\/tr> Employee<\/td> Unchecked (Founder)<\/td> Marks the Position for external, non-employee use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 4: Enter Description and Comment\/Help<\/strong><\/h3>\n\n\n\nDescription and Comment\/Help clarify what the Position covers and how it should be used.<\/p>\n\n\n\n
Enter a Description summarizing the role\u2019s responsibilities, and optional Comment\/Help guidance for administrators.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Description<\/td> Oversees accounting, budgeting, and financial reporting.<\/td> Summarizes the role\u2019s responsibilities<\/td><\/tr> Comment\/Help<\/td> Used for external business contacts, prospective customers, and vendor representatives who founded their organizations.<\/td> Guides administrators on when to use the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 5: Save and Assign to Eligible Users<\/strong><\/h3>\n\n\n\nSaving makes the Position selectable; the Assignment tab links eligible Users or Contacts to the Position for a validity period.<\/p>\n\n\n\n
Save the record, open the Assignment tab, click New, select the User\/Contact and Valid From date, then save the row.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Position<\/td> Finance Manager<\/td> Position being assigned<\/td><\/tr> User\/Contact<\/td> Sathish Raj<\/td> Eligible user receiving the assignment<\/td><\/tr> Valid from<\/td> 01\/01\/2025 12:00:00 AM<\/td> Date the assignment becomes effective<\/td><\/tr> Description<\/td> Assigned as Finance Manager.<\/td> Notes the reason for the assignment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Position not available in Business Partner Contact<\/td> Position\u2019s Employee flag does not match the Business Partner\u2019s Employee flag<\/td> Verify the Employee flag matches on both records<\/td><\/tr> Position not available in Lead<\/td> Lead has no linked Business Partner and the Position is Employee = Yes<\/td> Use a Position configured with Employee = No for unlinked Leads<\/td><\/tr> User not available in Position Assignment<\/td> Associated Business Partner is not marked Employee or Sales Representative<\/td> Verify the Business Partner\u2019s Employee or Sales Representative flag<\/td><\/tr> Position not displayed in lookup<\/td> Position is inactive or in an inaccessible Organization<\/td> Confirm Active is checked and the Organization is accessible<\/td><\/tr> Wrong Position Category selected<\/td> Position mapped to an unrelated category<\/td> Correct the Position Category on the Position record<\/td><\/tr> Position missing description<\/td> Description left blank at creation<\/td> Add a Description explaining the role\u2019s responsibilities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Assign Positions to Business Partner Contacts.<\/li>\n\n\n\n
- Create Position Assignments for eligible Users.<\/li>\n\n\n\n
- Use non-employee Positions for Leads and external Business Partner Contacts.<\/li>\n\n\n\n
- Maintain Position Categories and Position records as organizational roles evolve.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Position is the iDempiere window that defines job titles such as Finance Manager or Founder, classified under a Position Category […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21344","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21344"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions"}],"predecessor-version":[{"id":21349,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions\/21349"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This establishes a new job title that can later be assigned to contacts, leads, or eligible users.<\/p>\n\n\n\n
Navigate to Partner Relations\u2192 Position, click New, and select the Organization.<\/p>\n\n\n\n The Position Category groups the role into a business function, while Name identifies the job title.<\/p>\n\n\n\n Select the Position Category, then enter a business-oriented Name for the Position.<\/p>\n\n\n\n The Employee flag determines whether the Position is used for internal staff or external contacts such as Leads and vendor representatives.<\/p>\n\n\n\n Check Employee for internal roles; leave it unchecked for external roles such as Founder, which is used for outside business contacts.<\/p>\n\n\n\n Description and Comment\/Help clarify what the Position covers and how it should be used.<\/p>\n\n\n\n Enter a Description summarizing the role\u2019s responsibilities, and optional Comment\/Help guidance for administrators.<\/p>\n\n\n\n Saving makes the Position selectable; the Assignment tab links eligible Users or Contacts to the Position for a validity period.<\/p>\n\n\n\n Save the record, open the Assignment tab, click New, select the User\/Contact and Valid From date, then save the row.<\/p>\n\n\n\n Position is the iDempiere window that defines job titles such as Finance Manager or Founder, classified under a Position Category […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21344","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21344"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions"}],"predecessor-version":[{"id":21349,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21344\/revisions\/21349"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21344"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21344"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21344"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Organization<\/td> CDC<\/td> Organization the Position belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 2: Assign the Position Category and Name<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Position Category<\/td> Finance & Accounting<\/td> Groups the Position under a business function<\/td><\/tr> Name<\/td> Finance Manager<\/td> Identifies the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 3: Set the Employee Flag<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Employee<\/td> Checked (Finance Manager)<\/td> Marks the Position for internal employee use<\/td><\/tr> Employee<\/td> Unchecked (Founder)<\/td> Marks the Position for external, non-employee use<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 4: Enter Description and Comment\/Help<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Description<\/td> Oversees accounting, budgeting, and financial reporting.<\/td> Summarizes the role\u2019s responsibilities<\/td><\/tr> Comment\/Help<\/td> Used for external business contacts, prospective customers, and vendor representatives who founded their organizations.<\/td> Guides administrators on when to use the Position<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 5: Save and Assign to Eligible Users<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Position<\/td> Finance Manager<\/td> Position being assigned<\/td><\/tr> User\/Contact<\/td> Sathish Raj<\/td> Eligible user receiving the assignment<\/td><\/tr> Valid from<\/td> 01\/01\/2025 12:00:00 AM<\/td> Date the assignment becomes effective<\/td><\/tr> Description<\/td> Assigned as Finance Manager.<\/td> Notes the reason for the assignment<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Position not available in Business Partner Contact<\/td> Position\u2019s Employee flag does not match the Business Partner\u2019s Employee flag<\/td> Verify the Employee flag matches on both records<\/td><\/tr> Position not available in Lead<\/td> Lead has no linked Business Partner and the Position is Employee = Yes<\/td> Use a Position configured with Employee = No for unlinked Leads<\/td><\/tr> User not available in Position Assignment<\/td> Associated Business Partner is not marked Employee or Sales Representative<\/td> Verify the Business Partner\u2019s Employee or Sales Representative flag<\/td><\/tr> Position not displayed in lookup<\/td> Position is inactive or in an inaccessible Organization<\/td> Confirm Active is checked and the Organization is accessible<\/td><\/tr> Wrong Position Category selected<\/td> Position mapped to an unrelated category<\/td> Correct the Position Category on the Position record<\/td><\/tr> Position missing description<\/td> Description left blank at creation<\/td> Add a Description explaining the role\u2019s responsibilities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
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