"Undefined Partner" and "Is the Undefined Partner of" 

Definition

The partner function category undefined partner is a free category that you can use when none of the other partner function categories suits your needs. The benefit is that you can create partner functions, and include them in transactions, even when none of the pre-defined categories is appropriate.

Use

The system's processing of the category undefined partner is limited. Normally, there are certain system functions or rules associated with a function category, for example the system "knows" that a sales transaction must include a sold-to party. However, in the case of undefined partner there are almost none. (In CRM 3.0, undefined partner is used to determine which partners appear on the Buying Center tab page in Opportunity transactions.)

You can specify that a partner function assigned to this category must be included in a certain transaction type, just as you would with any other category. The system then searches for and enters a partner, or asks the user to do so manually.

For more information, see When “Undefined Partner” Is the Best Choice and When Not to Use “Undefined Partner”.

Integration

When you assign a partner function to this category, you can choose any relationship category, either an existing one or one you create yourself, to correspond to it. However, the relationship category Is the undefined partner corresponds only to the partner function category undefined partner.