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Dave Lasley
fdb96b1a0f
|
8 years ago | |
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.. | ||
i18n | 6 years ago | |
models | 6 years ago | |
security | 6 years ago | |
tests | 6 years ago | |
views | 6 years ago | |
README.rst | 6 years ago | |
__init__.py | 6 years ago | |
__openerp__.py | 6 years ago |
README.rst
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
==============================
Partner Identification Numbers
==============================
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.
* Commercial register
* VAT ID
* Fiscal ID's
* Membership numbers
* Driver license
* etc
Installation
============
No specific installation step required
Configuration
=============
Configure all ID types you need in Sales > Configuration > Contacts > Partner ID Categories.
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. This functionality can be
overridden by setting ``id_no_validate`` to ``True`` in the context, such as:
.. code-block:: python
partner.with_context(id_no_validate=True).write({
'name': 'Bad Value',
'category_id': self.env.ref('id_category_only_numerics').id,
})
Usage
=====
In partner form you will see another tab called 'ID Numbers'. You can add
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
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
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/134/10.0
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.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues
<https://github.com/OCA/partner_contact/issues>`_. 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 `feedback
<https://github.com/OCA/
partner_contact/issues/new?body=module:%20
partner_identifiers%0Aversion:%20
9.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Credits
=======
Contributors
------------
* Antonio Espinosa <antonio.espinosa@tecnativa.com>
* Ferdinand Gassauer <office@chrcar.at>
* Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
* Laurent Mignon <laurent.mignon@acsone.eu>
* Jairo Llopis <jairo.llopis@tecnativa.com>
* Dave Lasley <dave@laslabs.com>
Maintainer
----------
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.