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< div class = "document" id = "partner-identification-numbers" >
< h1 class = "title" > Partner Identification Numbers< / h1 >
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< p > < a class = "reference external image-reference" href = "https://odoo-community.org/page/development-status" > < img alt = "Production/Stable" src = "https://img.shields.io/badge/maturity-Production%2FStable-green.png" / > < / a > < a class = "reference external image-reference" href = "http://www.gnu.org/licenses/agpl-3.0-standalone.html" > < img alt = "License: AGPL-3" src = "https://img.shields.io/badge/licence-AGPL--3-blue.png" / > < / a > < a class = "reference external image-reference" href = "https://github.com/OCA/partner-contact/tree/17.0/partner_identification" > < img alt = "OCA/partner-contact" src = "https://img.shields.io/badge/github-OCA%2Fpartner--contact-lightgray.png?logo=github" / > < / a > < a class = "reference external image-reference" href = "https://translation.odoo-community.org/projects/partner-contact-17-0/partner-contact-17-0-partner_identification" > < img alt = "Translate me on Weblate" src = "https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" / > < / a > < a class = "reference external image-reference" href = "https://runboat.odoo-community.org/builds?repo=OCA/partner-contact&target_branch=17.0" > < img alt = "Try me on Runboat" src = "https://img.shields.io/badge/runboat-Try%20me-875A7B.png" / > < / a > < / p >
< p > This module allows to manage all sort of identification numbers and
certificates which are assigned to a partner (company or individual) and
vary from country to country.< / p >
< ul class = "simple" >
< li > Commercial register< / li >
< li > VAT ID< / li >
< li > Fiscal ID’ s< / li >
< li > Membership numbers< / li >
< li > Driver license< / li >
< li > etc< / li >
< / ul >
< p > < strong > Table of contents< / strong > < / p >
< div class = "contents local topic" id = "contents" >
< ul class = "simple" >
< li > < a class = "reference internal" href = "#configuration" id = "toc-entry-1" > Configuration< / a > < / li >
< li > < a class = "reference internal" href = "#usage" id = "toc-entry-2" > Usage< / a > < / li >
< li > < a class = "reference internal" href = "#known-issues-roadmap" id = "toc-entry-3" > Known issues / Roadmap< / a > < / li >
< li > < a class = "reference internal" href = "#bug-tracker" id = "toc-entry-4" > Bug Tracker< / a > < / li >
< li > < a class = "reference internal" href = "#credits" id = "toc-entry-5" > Credits< / a > < ul >
< li > < a class = "reference internal" href = "#authors" id = "toc-entry-6" > Authors< / a > < / li >
< li > < a class = "reference internal" href = "#contributors" id = "toc-entry-7" > Contributors< / a > < / li >
< li > < a class = "reference internal" href = "#other-credits" id = "toc-entry-8" > Other credits< / a > < / li >
< li > < a class = "reference internal" href = "#maintainers" id = "toc-entry-9" > Maintainers< / a > < / li >
< / ul >
< / li >
< / ul >
< / div >
< div class = "section" id = "configuration" >
< h1 > < a class = "toc-backref" href = "#toc-entry-1" > Configuration< / a > < / h1 >
< p > Configure all ID types you need in Contacts > Configuration > Partner ID
Categories. For example, we create a category ‘ Driver License’ :< / p >
< div class = "line-block" >
< div class = "line" > Name:< / div >
< div class = "line" > Name of this ID type. For example, ‘ Driver License’ < / div >
< / div >
< div class = "line-block" >
< div class = "line" > Code:< / div >
< div class = "line" > Code, abbreviation or acronym of this ID type. For example,
‘ driver_license’ < / div >
< / div >
< div class = "line-block" >
< div class = "line" > Python validation code:< / div >
< div class = "line" > Optional python code called to validate ID numbers of this ID type.
This functionality can be overridden by setting < tt class = "docutils literal" > id_no_validate< / tt > to
< tt class = "docutils literal" > True< / tt > in the context, such as:< / div >
< / div >
< pre class = "code python literal-block" >
< span class = "n" > partner< / span > < span class = "o" > .< / span > < span class = "n" > with_context< / span > < span class = "p" > (< / span > < span class = "n" > id_no_validate< / span > < span class = "o" > =< / span > < span class = "kc" > True< / span > < span class = "p" > )< / span > < span class = "o" > .< / span > < span class = "n" > write< / span > < span class = "p" > ({< / span > < span class = "w" >
< / span > < span class = "s1" > 'name'< / span > < span class = "p" > :< / span > < span class = "s1" > 'Bad Value'< / span > < span class = "p" > ,< / span > < span class = "w" >
< / span > < span class = "s1" > 'category_id'< / span > < span class = "p" > :< / span > < span class = "bp" > self< / span > < span class = "o" > .< / span > < span class = "n" > env< / span > < span class = "o" > .< / span > < span class = "n" > ref< / span > < span class = "p" > (< / span > < span class = "s1" > 'id_category_only_numerics'< / span > < span class = "p" > )< / span > < span class = "o" > .< / span > < span class = "n" > id< / span > < span class = "p" > ,< / span > < span class = "w" >
< / span > < span class = "p" > })< / span >
< / pre >
< / div >
< div class = "section" id = "usage" >
< h1 > < a class = "toc-backref" href = "#toc-entry-2" > Usage< / a > < / h1 >
< p > In partner form you will see another tab called ‘ ID Numbers’ . You can
add any IDs to this partner, defining:< / p >
< div class = "line-block" >
< div class = "line" > Category:< / div >
< div class = "line" > ID type defined in configuration. For example, Driver License< / div >
< / div >
< div class = "line-block" >
< div class = "line" > ID Number:< / div >
< div class = "line" > The ID itself. For example, Driver License number of this person< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Issued by:< / div >
< div class = "line" > Another partner, who issued this ID. For example, Traffic National
Institution< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Place of Issuance:< / div >
< div class = "line" > The place where the ID has been issued. For example the country for
passports and visa< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Valid from:< / div >
< div class = "line" > Issued date. For example, date when person approved his driving exam,
21/10/2009< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Valid until:< / div >
< div class = "line" > Expiration date. For example, date when person needs to renew his
driver license, 21/10/2019< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Status:< / div >
< div class = "line" > ID status. For example new/to renew/expired< / div >
< / div >
< div class = "line-block" >
< div class = "line" > Notes:< / div >
< div class = "line" > Any further information related with this ID. For example, vehicle
types this person can drive< / div >
< / div >
< / div >
< div class = "section" id = "known-issues-roadmap" >
< h1 > < a class = "toc-backref" href = "#toc-entry-3" > Known issues / Roadmap< / a > < / h1 >
< ul class = "simple" >
< li > If you want to search a partner by ID you will use advance search
form. You can’ t search by issuer, valid dates, category or notes.< / li >
< / ul >
< / div >
< div class = "section" id = "bug-tracker" >
< h1 > < a class = "toc-backref" href = "#toc-entry-4" > Bug Tracker< / a > < / h1 >
< p > Bugs are tracked on < a class = "reference external" href = "https://github.com/OCA/partner-contact/issues" > GitHub Issues< / a > .
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
< a class = "reference external" href = "https://github.com/OCA/partner-contact/issues/new?body=module:%20partner_identification%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**" > feedback< / a > .< / p >
< p > Do not contact contributors directly about support or help with technical issues.< / p >
< / div >
< div class = "section" id = "credits" >
< h1 > < a class = "toc-backref" href = "#toc-entry-5" > Credits< / a > < / h1 >
< div class = "section" id = "authors" >
< h2 > < a class = "toc-backref" href = "#toc-entry-6" > Authors< / a > < / h2 >
< ul class = "simple" >
< li > ChriCar Beteiligungs- und Beratungs- GmbH< / li >
< li > Tecnativa< / li >
< li > Camptocamp< / li >
< li > ACSONE SA/NV< / li >
< li > LasLabs< / li >
< li > Onestein< / li >
< / ul >
< / div >
< div class = "section" id = "contributors" >
< h2 > < a class = "toc-backref" href = "#toc-entry-7" > Contributors< / a > < / h2 >
< ul class = "simple" >
< li > Antonio Espinosa < < a class = "reference external" href = "mailto:antonio.espinosa@tecnativa.com" > antonio.espinosa@ tecnativa.com< / a > > < / li >
< li > Ferdinand Gassauer < < a class = "reference external" href = "mailto:office@chrcar.at" > office@ chrcar.at< / a > > < / li >
< li > Gerhard Könighofer < < a class = "reference external" href = "mailto:gerhard.koenighofer@swing-system.com" > gerhard.koenighofer@ swing-system.com< / a > > < / li >
< li > Laurent Mignon < < a class = "reference external" href = "mailto:laurent.mignon@acsone.eu" > laurent.mignon@ acsone.eu< / a > > < / li >
< li > Jairo Llopis < < a class = "reference external" href = "mailto:jairo.llopis@tecnativa.com" > jairo.llopis@ tecnativa.com< / a > > < / li >
< li > Dave Lasley < < a class = "reference external" href = "mailto:dave@laslabs.com" > dave@ laslabs.com< / a > > < / li >
< li > Simone Orsi < < a class = "reference external" href = "mailto:simone.orsi@camptocamp.com" > simone.orsi@ camptocamp.com< / a > > < / li >
< li > Dennis Sluijk < < a class = "reference external" href = "mailto:d.sluijk@onestein.nl" > d.sluijk@ onestein.nl< / a > > < / li >
< li > Phuc Tran Thanh < < a class = "reference external" href = "mailto:phuc@trobz.com" > phuc@ trobz.com< / a > > < / li >
< li > Marie Lejeune < < a class = "reference external" href = "mailto:marie.lejeune@acsone.eu" > marie.lejeune@ acsone.eu< / a > > < / li >
< li > Nils Coenen < < a class = "reference external" href = "mailto:nils.coenen@nico-solutions.de" > nils.coenen@ nico-solutions.de< / a > > < / li >
< / ul >
< / div >
< div class = "section" id = "other-credits" >
< h2 > < a class = "toc-backref" href = "#toc-entry-8" > Other credits< / a > < / h2 >
< p > The development of this module has been financially supported by:< / p >
< ul class = "simple" >
< li > Camptocamp< / li >
< / ul >
< / div >
< div class = "section" id = "maintainers" >
< h2 > < a class = "toc-backref" href = "#toc-entry-9" > Maintainers< / a > < / h2 >
< p > This module is maintained by the OCA.< / p >
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< a class = "reference external image-reference" href = "https://odoo-community.org" >
< img alt = "Odoo Community Association" src = "https://odoo-community.org/logo.png" / >
< / a >
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< p > OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.< / p >
< p > This module is part of the < a class = "reference external" href = "https://github.com/OCA/partner-contact/tree/17.0/partner_identification" > OCA/partner-contact< / a > project on GitHub.< / p >
< p > You are welcome to contribute. To learn how please visit < a class = "reference external" href = "https://odoo-community.org/page/Contribute" > https://odoo-community.org/page/Contribute< / a > .< / p >
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