Counterparty Types

What this page describes is the mechanism. The specific kinds — document types, fields, statuses — are defined for your organization; yours may differ. See the entity system.

A counterparty is a legal entity your organization does business with. Customers, vendors, site owners, and any other kind of business partner are all counterparties.

Customers are counterparties

A customer in CityScreen Deals is a specific kind of counterparty. Customer records and all other counterparty records share the same base structure: a name, an assignee, employee groups, contacts, custom fields, and criteria.

Customer records are linked directly to deals. Other counterparty types serve purposes that do not involve deal ownership — contracting entities for invoices, site owners for inventory rental, vendors for production and installation services.

Types set by the administrator

CityScreen Deals ships with one system counterparty type — the type that backs customer records. This type always exists and cannot be deleted.

Every other counterparty type is defined by the administrator through the entity type system. Each counterparty type belongs to the Counterparty super type and carries its own set of custom fields.

What counterparty types your organization has — and what fields each type carries — depends entirely on how your administrator has configured the platform. Typical examples include customer legal entities (for contracting and invoicing), site owners (for inventory rental agreements), and vendors (for production and installation services).

See the entity system for how entity types work.

Working with counterparties

In the Counterparties section you can:

browse counterparties by type, with filters over each type’s custom fields,
create and edit counterparty records,
link contacts to counterparty records — the same contacts that can be linked to customers,
export the filtered list to XLSX,
delete counterparty records individually or in batch.

Contacts

Contacts attach to counterparties the same way they attach to customers. A contact can belong to one counterparty (or customer) at a time. See customers and contacts for how contacts work.

Deleting counterparties

Counterparty records can be deleted individually or in batch. Deletion is permission-gated — the employee must have delete permission for the specific counterparty type.

The system counterparty type (the one backing customer records) cannot be deleted.

Permissions

Counterparty permissions are granted per counterparty type. An employee may be allowed to manage one counterparty type (for example, vendors) and have no access to another (for example, customer legal entities).

See roles and permissions for how counterparty-type-level permissions are configured.

Customers and contacts — the customer record, which is a specific kind of counterparty
The entity system — how entity types and custom fields are defined
Document records — documents reference counterparties for contracting and invoicing