You have an investment business, and to help keep track of your customers, you have created the new relationship category Is the stock options analyst. You want the system to be able to handle partners of this category in transactions, and therefore you need a corresponding partner function.

You define the new partner function Stock options analyst, but there is no partner function category that fits your needs, and so you choose undefined partner. You enter Is the stock options analyst as the corresponding relationship category.

You can now enter this partner function in transactions, and the system will recognize that the partners with the relationship Is the stock options analyst can carry out this function.