Party Link
Overview
Party Link – Business Overview
Party Link is used in Dafater to formally connect two business parties that represent the same real-world entity. It helps businesses maintain accurate financial records when a single organization or individual plays multiple roles, such as being both a customer and a supplier.
What Party Link Is Used For
In daily business operations, it is common for one party to have more than one relationship with your organization. For example, a vendor may also purchase goods from you, or an employee may also act as a contractor.
Party Link allows you to:
- Recognize that two different party records refer to the same entity
- Ensure financial reporting reflects the full relationship with that party
- Avoid confusion caused by duplicate or fragmented party records
This creates a unified view of balances, transactions, and exposure across roles.
Prerequisites and Setup Requirements
Before using Party Link, the following should already be in place: - The relevant party records must already exist in Dafater (for example, both the customer and supplier records) - Accounting structures and party categories should be clearly defined - Internal policies should confirm when parties should be linked (to avoid incorrect associations)
No advanced setup is required, but clarity in master data is essential.
Typical Workflow and Business Process Fit
- A business identifies that two party records represent the same real-world entity
- A Party Link is created to connect these records
- Dafater treats the linked parties as related for financial visibility and reporting
- Finance and operations teams can view obligations and balances holistically
This workflow usually occurs during:
- Account setup
- Data cleanup or audit activities
- Ongoing financial governance
Key Business Scenarios Where Party Link Is Essential
- Customer and Supplier Relationship: When a company both buys from and sells to the same organization
- Employee and Vendor Overlap: When an employee also provides external services
- Group or Affiliate Companies: When related legal entities need to be associated for reporting
- Financial Risk Assessment: To understand total exposure with a single counterparty
In these scenarios, Party Link ensures better financial insight and decision-making.
Important Considerations for Users
- Only link parties when you are confident they represent the same entity
- Incorrect links can lead to misleading financial analysis
- Review linked parties periodically, especially during audits
- Maintain clear documentation internally on why parties were linked
Used correctly, Party Link strengthens data integrity, improves financial clarity, and supports more informed business decisions within Dafater.
Basic Information
- Module: Accounts
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| primary_role | Primary Role | Link | ✓ | DocType | Defines the main Dafater document role for this party relationship |
| secondary_role | Secondary Role | Link | DocType | Defines the supporting Dafater document role linked to the primary party | |
| primary_party | Primary Party | Dynamic Link | primary_role | Selects the primary party record based on the chosen role | |
| secondary_party | Secondary Party | Dynamic Link | secondary_role | Selects the related secondary party record based on secondary role |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Accounts Manager | ✓ | ✓ | ✓ | ✓ | ||
| Accounts User | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ |