mirror of
https://gitlab.com/flectra-community/partner-contact.git
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126 lines
3.6 KiB
ReStructuredText
126 lines
3.6 KiB
ReStructuredText
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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==============================
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Partner Identification Numbers
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==============================
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This module allows to manage all sort of identification numbers
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and certificates which are assigned to a partner (company or individual)
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and vary from country to country.
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* Commercial register
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* VAT ID
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* Fiscal ID's
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* Membership numbers
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* Driver license
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* etc
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Installation
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============
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No specific installation step required.
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Configuration
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=============
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Configure all ID types you need in Contacts > Configuration > Partner ID Categories.
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For example, we create a category 'Driver License':
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Name:
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Name of this ID type. For example, 'Driver License'
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Code:
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Code, abbreviation or acronym of this ID type. For example, 'driver_license'
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Python validation code:
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Optional python code called to validate ID numbers of this ID type. This functionality can be
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overridden by setting ``id_no_validate`` to ``True`` in the context, such as:
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.. code-block:: python
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partner.with_context(id_no_validate=True).write({
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'name': 'Bad Value',
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'category_id': self.env.ref('id_category_only_numerics').id,
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})
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Usage
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=====
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In partner form you will see another tab called 'ID Numbers'. You can add
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any IDs to this partner, defining:
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Category:
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ID type defined in configuration. For example, Driver License
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ID Number:
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The ID itself. For example, Driver License number of this person
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Issued by:
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Another partner, who issued this ID. For example, Traffic National Institution
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Place of Issuance:
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The place where the ID has been issued. For example the country for passports and visa
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Valid from:
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Issued date. For example, date when person approved his driving exam, 21/10/2009
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Valid until:
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Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
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Status:
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ID status. For example new/to renew/expired
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Notes:
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Any further information related with this ID. For example, vehicle types this person can drive
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/134/11.0
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Known issues / Roadmap
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======================
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* If you want to search a partner by ID you will use advance search form.
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You can't search by issuer, valid dates, category or notes.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/partner_contact/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
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Contributors
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------------
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* Antonio Espinosa <antonio.espinosa@tecnativa.com>
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* Ferdinand Gassauer <office@chrcar.at>
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* Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
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* Laurent Mignon <laurent.mignon@acsone.eu>
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* Jairo Llopis <jairo.llopis@tecnativa.com>
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* Dave Lasley <dave@laslabs.com>
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* Simone Orsi <simone.orsi@camptocamp.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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