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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  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 Contacts > Configuration > 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/134/11.0
  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 smash it by providing detailed and welcomed feedback.
  68. Credits
  69. =======
  70. Images
  71. ------
  72. * Odoo Community Association: `Icon <https://odoo-community.org/logo.png>`_.
  73. Contributors
  74. ------------
  75. * Antonio Espinosa <antonio.espinosa@tecnativa.com>
  76. * Ferdinand Gassauer <office@chrcar.at>
  77. * Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
  78. * Laurent Mignon <laurent.mignon@acsone.eu>
  79. * Jairo Llopis <jairo.llopis@tecnativa.com>
  80. * Dave Lasley <dave@laslabs.com>
  81. * Simone Orsi <simone.orsi@camptocamp.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.