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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  4. ==============================
  5. Partner Identification Numbers
  6. ==============================
  7. This module allows to manage all sort of identification numbers
  8. and certificates which are assigned to a partner (company or individual)
  9. and vary from country to country.
  10. * Commercial register
  11. * VAT ID
  12. * Fiscal ID's
  13. * Membership numbers
  14. * Driver license
  15. * etc
  16. Installation
  17. ============
  18. No specific installation step required
  19. Configuration
  20. =============
  21. Configure all ID types you need in Sales > Configuration > Contacts > Partner ID Categories.
  22. For example, we create a category 'Driver License':
  23. Name:
  24. Name of this ID type. For example, 'Driver License'
  25. Code:
  26. Code, abbreviation or acronym of this ID type. For example, 'driver_license'
  27. Python validation code:
  28. Optional python code called to validate ID numbers of this ID type. This functionality can be
  29. overridden by setting ``id_no_validate`` to ``True`` in the context, such as:
  30. .. code-block:: python
  31. partner.with_context(id_no_validate=True).write({
  32. 'name': 'Bad Value',
  33. 'category_id': self.env.ref('id_category_only_numerics').id,
  34. })
  35. Usage
  36. =====
  37. In partner form you will see another tab called 'ID Numbers'. You can add
  38. any IDs to this partner, defining:
  39. Category:
  40. ID type defined in configuration. For example, Driver License
  41. ID Number:
  42. The ID itself. For example, Driver License number of this person
  43. Issued by:
  44. Another partner, who issued this ID. For example, Traffic National Institution
  45. Place of Issuance:
  46. The place where the ID has been issued. For example the country for passports and visa
  47. Valid from:
  48. Issued date. For example, date when person approved his driving exam, 21/10/2009
  49. Valid until:
  50. Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
  51. Status:
  52. ID status. For example new/to renew/expired
  53. Notes:
  54. Any further information related with this ID. For example, vehicle types this person can drive
  55. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  56. :alt: Try me on Runbot
  57. :target: https://runbot.odoo-community.org/runbot/134/10.0
  58. Known issues / Roadmap
  59. ======================
  60. * If you want to search a partner by ID you will use advance search form.
  61. You can't search by issuer, valid dates, category or notes.
  62. Bug Tracker
  63. ===========
  64. Bugs are tracked on `GitHub Issues
  65. <https://github.com/OCA/partner_contact/issues>`_. In case of trouble, please
  66. check there if your issue has already been reported. If you spotted it first,
  67. help us smashing it by providing a detailed and welcomed `feedback
  68. <https://github.com/OCA/
  69. partner_contact/issues/new?body=module:%20
  70. partner_identifiers%0Aversion:%20
  71. 9.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  72. Credits
  73. =======
  74. Contributors
  75. ------------
  76. * Antonio Espinosa <antonio.espinosa@tecnativa.com>
  77. * Ferdinand Gassauer <office@chrcar.at>
  78. * Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
  79. * Laurent Mignon <laurent.mignon@acsone.eu>
  80. * Jairo Llopis <jairo.llopis@tecnativa.com>
  81. * Dave Lasley <dave@laslabs.com>
  82. Maintainer
  83. ----------
  84. .. image:: https://odoo-community.org/logo.png
  85. :alt: Odoo Community Association
  86. :target: https://odoo-community.org
  87. This module is maintained by the OCA.
  88. OCA, or the Odoo Community Association, is a nonprofit organization whose
  89. mission is to support the collaborative development of Odoo features and
  90. promote its widespread use.
  91. To contribute to this module, please visit https://odoo-community.org.