|
|
<?xml version="1.0" encoding="utf-8" ?><!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><meta name="generator" content="Docutils 0.15.1: http://docutils.sourceforge.net/" /><title>Partner Identification Numbers</title><style type="text/css">
/*:Author: David Goodger (goodger@python.org):Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $:Copyright: This stylesheet has been placed in the public domain.
Default cascading style sheet for the HTML output of Docutils.
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how tocustomize this style sheet.*/
/* used to remove borders from tables and images */.borderless, table.borderless td, table.borderless th { border: 0 }
table.borderless td, table.borderless th { /* Override padding for "table.docutils td" with "! important". The right padding separates the table cells. */ padding: 0 0.5em 0 0 ! important }
.first { /* Override more specific margin styles with "! important". */ margin-top: 0 ! important }
.last, .with-subtitle { margin-bottom: 0 ! important }
.hidden { display: none }
.subscript { vertical-align: sub; font-size: smaller }
.superscript { vertical-align: super; font-size: smaller }
a.toc-backref { text-decoration: none ; color: black }
blockquote.epigraph { margin: 2em 5em ; }
dl.docutils dd { margin-bottom: 0.5em }
object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] { overflow: hidden;}
/* Uncomment (and remove this text!) to get bold-faced definition list termsdl.docutils dt { font-weight: bold }*/
div.abstract { margin: 2em 5em }
div.abstract p.topic-title { font-weight: bold ; text-align: center }
div.admonition, div.attention, div.caution, div.danger, div.error,div.hint, div.important, div.note, div.tip, div.warning { margin: 2em ; border: medium outset ; padding: 1em }
div.admonition p.admonition-title, div.hint p.admonition-title,div.important p.admonition-title, div.note p.admonition-title,div.tip p.admonition-title { font-weight: bold ; font-family: sans-serif }
div.attention p.admonition-title, div.caution p.admonition-title,div.danger p.admonition-title, div.error p.admonition-title,div.warning p.admonition-title, .code .error { color: red ; font-weight: bold ; font-family: sans-serif }
/* Uncomment (and remove this text!) to get reduced vertical space in compound paragraphs.div.compound .compound-first, div.compound .compound-middle { margin-bottom: 0.5em }
div.compound .compound-last, div.compound .compound-middle { margin-top: 0.5em }*/
div.dedication { margin: 2em 5em ; text-align: center ; font-style: italic }
div.dedication p.topic-title { font-weight: bold ; font-style: normal }
div.figure { margin-left: 2em ; margin-right: 2em }
div.footer, div.header { clear: both; font-size: smaller }
div.line-block { display: block ; margin-top: 1em ; margin-bottom: 1em }
div.line-block div.line-block { margin-top: 0 ; margin-bottom: 0 ; margin-left: 1.5em }
div.sidebar { margin: 0 0 0.5em 1em ; border: medium outset ; padding: 1em ; background-color: #ffffee ; width: 40% ; float: right ; clear: right }
div.sidebar p.rubric { font-family: sans-serif ; font-size: medium }
div.system-messages { margin: 5em }
div.system-messages h1 { color: red }
div.system-message { border: medium outset ; padding: 1em }
div.system-message p.system-message-title { color: red ; font-weight: bold }
div.topic { margin: 2em }
h1.section-subtitle, h2.section-subtitle, h3.section-subtitle,h4.section-subtitle, h5.section-subtitle, h6.section-subtitle { margin-top: 0.4em }
h1.title { text-align: center }
h2.subtitle { text-align: center }
hr.docutils { width: 75% }
img.align-left, .figure.align-left, object.align-left, table.align-left { clear: left ; float: left ; margin-right: 1em }
img.align-right, .figure.align-right, object.align-right, table.align-right { clear: right ; float: right ; margin-left: 1em }
img.align-center, .figure.align-center, object.align-center { display: block; margin-left: auto; margin-right: auto;}
table.align-center { margin-left: auto; margin-right: auto;}
.align-left { text-align: left }
.align-center { clear: both ; text-align: center }
.align-right { text-align: right }
/* reset inner alignment in figures */div.align-right { text-align: inherit }
/* div.align-center * { *//* text-align: left } */
.align-top { vertical-align: top }
.align-middle { vertical-align: middle }
.align-bottom { vertical-align: bottom }
ol.simple, ul.simple { margin-bottom: 1em }
ol.arabic { list-style: decimal }
ol.loweralpha { list-style: lower-alpha }
ol.upperalpha { list-style: upper-alpha }
ol.lowerroman { list-style: lower-roman }
ol.upperroman { list-style: upper-roman }
p.attribution { text-align: right ; margin-left: 50% }
p.caption { font-style: italic }
p.credits { font-style: italic ; font-size: smaller }
p.label { white-space: nowrap }
p.rubric { font-weight: bold ; font-size: larger ; color: maroon ; text-align: center }
p.sidebar-title { font-family: sans-serif ; font-weight: bold ; font-size: larger }
p.sidebar-subtitle { font-family: sans-serif ; font-weight: bold }
p.topic-title { font-weight: bold }
pre.address { margin-bottom: 0 ; margin-top: 0 ; font: inherit }
pre.literal-block, pre.doctest-block, pre.math, pre.code { margin-left: 2em ; margin-right: 2em }
pre.code .ln { color: grey; } /* line numbers */pre.code, code { background-color: #eeeeee }pre.code .comment, code .comment { color: #5C6576 }pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }pre.code .literal.string, code .literal.string { color: #0C5404 }pre.code .name.builtin, code .name.builtin { color: #352B84 }pre.code .deleted, code .deleted { background-color: #DEB0A1}pre.code .inserted, code .inserted { background-color: #A3D289}
span.classifier { font-family: sans-serif ; font-style: oblique }
span.classifier-delimiter { font-family: sans-serif ; font-weight: bold }
span.interpreted { font-family: sans-serif }
span.option { white-space: nowrap }
span.pre { white-space: pre }
span.problematic { color: red }
span.section-subtitle { /* font-size relative to parent (h1..h6 element) */ font-size: 80% }
table.citation { border-left: solid 1px gray; margin-left: 1px }
table.docinfo { margin: 2em 4em }
table.docutils { margin-top: 0.5em ; margin-bottom: 0.5em }
table.footnote { border-left: solid 1px black; margin-left: 1px }
table.docutils td, table.docutils th,table.docinfo td, table.docinfo th { padding-left: 0.5em ; padding-right: 0.5em ; vertical-align: top }
table.docutils th.field-name, table.docinfo th.docinfo-name { font-weight: bold ; text-align: left ; white-space: nowrap ; padding-left: 0 }
/* "booktabs" style (no vertical lines) */table.docutils.booktabs { border: 0px; border-top: 2px solid; border-bottom: 2px solid; border-collapse: collapse;}table.docutils.booktabs * { border: 0px;}table.docutils.booktabs th { border-bottom: thin solid; text-align: left;}
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,h4 tt.docutils, h5 tt.docutils, h6 tt.docutils { font-size: 100% }
ul.auto-toc { list-style-type: none }
</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/12.0/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-12-0/partner-contact-12-0-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/134/12.0"><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 numbersand 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="#maintainers" id="id8">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 beoverridden 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 addany 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:%2012.0%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></ul></div><div class="section" id="maintainers"><h2><a class="toc-backref" href="#id8">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 whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/partner-contact/tree/12.0/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>
|
