@ -7,11 +7,11 @@ Partner Identification Numbers
==============================
==============================
This module allows to manage all sort of identification numbers
This module allows to manage all sort of identification numbers
and certificates which are assigned to a partner and vary from country
to country.
and certificates which are assigned to a partner (company or individual)
and vary from country to country.
* Commercial register
* Commercial register
* VAT ID (eventually)
* VAT ID
* Fiscal ID's
* Fiscal ID's
* Membership numbers
* Membership numbers
* Driver license
* Driver license
@ -21,7 +21,7 @@ to country.
Installation
Installation
============
============
Install this addon from Settings > Local Modules, as usual.
No specific installation step required
Configuration
Configuration
@ -30,9 +30,13 @@ Configuration
Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories.
Configure all ID types you need in Sales > Configuration > Address Book > Partner ID Categories.
For example, we create a category 'Driver License':
For example, we create a category 'Driver License':
* Name : Name of this ID type. For example, 'Driver License'
* Code : Code, abbreviation or acronym of this ID type. For example, 'driver_license'
* Python validation code: Optional python code called to validate ID numbers of this ID type.
Name:
Name of this ID type. For example, 'Driver License'
Code:
Code, abbreviation or acronym of this ID type. For example, 'driver_license'
Python validation code:
Optional python code called to validate ID numbers of this ID type.
Usage
Usage
=====
=====
@ -40,12 +44,22 @@ Usage
In partner form you will see another tab called 'ID Numbers'. You can add
In partner form you will see another tab called 'ID Numbers'. You can add
any IDs to this partner, defining:
any IDs to this partner, defining:
* Category : ID type defined in configuration. For example, Driver License
* ID Number : The ID itself. For example, Driver License number of this person
* Issued by : Another partner, who issued this ID. For example, Traffic National Institution
* Valid from : Issued date. For example, date when person approved his driving exam, 21/10/2009
* Valid until : Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
* Notes : Any further information related with this ID. For example, vehicle types this person can drive
Category:
ID type defined in configuration. For example, Driver License
ID Number:
The ID itself. For example, Driver License number of this person
Issued by:
Another partner, who issued this ID. For example, Traffic National Institution
Place of Issuance:
The place where the ID has been issued. For example the country for passports and visa
Valid from:
Issued date. For example, date when person approved his driving exam, 21/10/2009
Valid until:
Expiration date. For example, date when person needs to renew his driver license, 21/10/2019
Status:
ID status. For example new/to renew/expired
Notes:
Any further information related with this ID. For example, vehicle types this person can drive
.. image :: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
.. image :: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:alt: Try me on Runbot
@ -55,8 +69,8 @@ any IDs to this partner, defining:
Known issues / Roadmap
Known issues / Roadmap
======================
======================
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.
* 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.
Bug Tracker
Bug Tracker
@ -71,6 +85,7 @@ partner_contact/issues/new?body=module:%20
partner_identifiers%0Aversion:%20
partner_identifiers%0Aversion:%20
9.0%0A%0A**Steps%20to%20reproduce** %0A-%20...%0A%0A**Current%20behavior** %0A%0A**Expected%20behavior** >`_.
9.0%0A%0A**Steps%20to%20reproduce** %0A-%20...%0A%0A**Current%20behavior** %0A%0A**Expected%20behavior** >`_.
Credits
Credits
=======
=======
@ -98,4 +113,3 @@ promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.
To contribute to this module, please visit https://odoo-community.org.