This topic provides the instruction to create party to party relationship details.

1. On Homepage, under Party Services, click Party To Party.
   The Party To Party screen is displayed.

   Figure 6-1 Party To Party

   
   

   
   Description of "Figure 6-1 Party To Party"

   
   
2. Input CIF ID or search for CIF ID of the primary party using Party Search. For more information, refer to the Party Search.
3. Click Fetch.
   The primary party details will be displayed.

   Figure 6-2 Primary Details

   
   

   
   Description of "Figure 6-2 Primary Details"

   
   
4. Select required relationship type to view related parties.

   Note:

   Party type determines the relationship type, be it retail or SMB.
5. Related parties will be displayed in the grid with following details.

   Table 6-1 Related Details - Field Description

   Field	Description
   Party Type	Party type of related party.
   CIF ID	CIF ID of the related party.
   Name	Name of the related party.
   ID/Registration	ID number of related party.
   Customer	Flag to identify, if party is a customer or non-customer.

6. Click in the action column to delete, and edit Party to Party Relationship.

Create a New Relationship

7. Click New Relationship to create a new party to party relationship for the selected CIF and relationship type.
   Drawer will open to capture new relationship details.
8. Input CIF ID or search for CIF ID of the related party using Party Search. For more information, refer to the Party Search.
9. Click Fetch.
   The related party details will be displayed.

   Figure 6-3 Related Party

   
   

   
   Description of "Figure 6-3 Related Party"

   
   
10. Input relationship attributes specific to party to party relationship. Refer table from Table 1-16 to Table 1-21 for relationship specific attributes for retail party relationships.
    Refer to the Small and Medium Business Onboarding Guide for relationship specific attributes for SMB Party Relationship.
11. Click Save.