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535 lines
18 KiB
HTML
535 lines
18 KiB
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</head>
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<body>
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<div class="document" id="partner-identification-numbers">
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<h1 class="title">Partner Identification Numbers</h1>
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:954546559ef70e77884b62ec7d5852281de0739fa57277673d107c4e8bc04f9c
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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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>
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<p>This module allows to manage all sort of identification numbers and
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certificates which are assigned to a partner (company or individual) and
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vary from country to country.</p>
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<ul class="simple">
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<li>Commercial register</li>
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<li>VAT ID</li>
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<li>Fiscal ID’s</li>
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<li>Membership numbers</li>
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<li>Driver license</li>
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<li>etc</li>
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</ul>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#configuration" id="toc-entry-1">Configuration</a></li>
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<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-3">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-8">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-9">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="configuration">
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<h1><a class="toc-backref" href="#toc-entry-1">Configuration</a></h1>
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<p>Configure all ID types you need in Contacts > Configuration > Partner ID
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Categories. For example, we create a category ‘Driver License’:</p>
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<div class="line-block">
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<div class="line">Name:</div>
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<div class="line">Name of this ID type. For example, ‘Driver License’</div>
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</div>
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<div class="line-block">
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<div class="line">Code:</div>
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<div class="line">Code, abbreviation or acronym of this ID type. For example,
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‘driver_license’</div>
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</div>
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<div class="line-block">
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<div class="line">Python validation code:</div>
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<div class="line">Optional python code called to validate ID numbers of this ID type.
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This functionality can be overridden by setting <tt class="docutils literal">id_no_validate</tt> to
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<tt class="docutils literal">True</tt> in the context, such as:</div>
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</div>
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<pre class="code python literal-block">
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<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">
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</span> <span class="s1">'name'</span><span class="p">:</span> <span class="s1">'Bad Value'</span><span class="p">,</span><span class="w">
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</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">
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</span><span class="p">})</span>
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</pre>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
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<p>In partner form you will see another tab called ‘ID Numbers’. You can
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add any IDs to this partner, defining:</p>
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<div class="line-block">
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<div class="line">Category:</div>
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<div class="line">ID type defined in configuration. For example, Driver License</div>
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</div>
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<div class="line-block">
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<div class="line">ID Number:</div>
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<div class="line">The ID itself. For example, Driver License number of this person</div>
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</div>
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<div class="line-block">
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<div class="line">Issued by:</div>
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<div class="line">Another partner, who issued this ID. For example, Traffic National
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Institution</div>
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</div>
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<div class="line-block">
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<div class="line">Place of Issuance:</div>
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<div class="line">The place where the ID has been issued. For example the country for
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passports and visa</div>
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</div>
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<div class="line-block">
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<div class="line">Valid from:</div>
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<div class="line">Issued date. For example, date when person approved his driving exam,
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21/10/2009</div>
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</div>
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<div class="line-block">
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<div class="line">Valid until:</div>
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<div class="line">Expiration date. For example, date when person needs to renew his
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driver license, 21/10/2019</div>
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</div>
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<div class="line-block">
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<div class="line">Status:</div>
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<div class="line">ID status. For example new/to renew/expired</div>
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</div>
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<div class="line-block">
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<div class="line">Notes:</div>
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<div class="line">Any further information related with this ID. For example, vehicle
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types this person can drive</div>
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</div>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-3">Known issues / Roadmap</a></h1>
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<ul class="simple">
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<li>If you want to search a partner by ID you will use advance search
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form. You can’t search by issuer, valid dates, category or notes.</li>
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</ul>
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</div>
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<div class="section" id="bug-tracker">
|
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<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>
|
||
<a class="reference external image-reference" href="https://odoo-community.org">
|
||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
|
||
</a>
|
||
<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>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</body>
|
||
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|