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</style> </head> <body> <div class="document" id="partner-identification-numbers"> <h1 class="title">Partner Identification Numbers</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> <p><a class="reference external" 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" 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" href="https://github.com/OCA/partner-contact/tree/14.0/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" href="https://translation.odoo-community.org/projects/partner-contact-14-0/partner-contact-14-0-partner_identification"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/134/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-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="id1">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id6">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> <li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li> <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> </ul> </li> </ul> </div> <div class="section" id="configuration"> <h1><a class="toc-backref" href="#id1">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> <dl class="docutils"> <dt>Name:</dt> <dd>Name of this ID type. For example, ‘Driver License’</dd> <dt>Code:</dt> <dd>Code, abbreviation or acronym of this ID type. For example, ‘driver_license’</dd> <dt>Python validation code:</dt> <dd><p class="first">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:</p> <pre class="code python last 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="s1">'name'</span><span class="p">:</span> <span class="s1">'Bad Value'</span><span class="p">,</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="p">})</span> </pre> </dd> </dl> </div> <div class="section" id="usage"> <h1><a class="toc-backref" href="#id2">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> <dl class="docutils"> <dt>Category:</dt> <dd>ID type defined in configuration. For example, Driver License</dd> <dt>ID Number:</dt> <dd>The ID itself. For example, Driver License number of this person</dd> <dt>Issued by:</dt> <dd>Another partner, who issued this ID. For example, Traffic National Institution</dd> <dt>Place of Issuance:</dt> <dd>The place where the ID has been issued. For example the country for passports and visa</dd> <dt>Valid from:</dt> <dd>Issued date. For example, date when person approved his driving exam, 21/10/2009</dd> <dt>Valid until:</dt> <dd>Expiration date. For example, date when person needs to renew his driver license, 21/10/2019</dd> <dt>Status:</dt> <dd>ID status. For example new/to renew/expired</dd> <dt>Notes:</dt> <dd>Any further information related with this ID. For example, vehicle types this person can drive</dd> </dl> </div> <div class="section" id="known-issues-roadmap"> <h1><a class="toc-backref" href="#id3">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="#id4">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 smashing 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:%2014.0%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="#id5">Credits</a></h1> <div class="section" id="authors"> <h2><a class="toc-backref" href="#id6">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="#id7">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> </ul> </div> <div class="section" id="other-credits"> <h2><a class="toc-backref" href="#id8">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="#id9">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/14.0/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> </html>
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