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

Table of contents

Configuration

Configure all ID types you need in Contacts > Configuration > 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’

Scheme:

Optional code identifying this ID type in an external coding scheme (for example the Peppol ICD code ‘0088’ for GLN, used for EDI/UBL output). Falls back to Code when not set - only needed when Code (used for other purposes, e.g. internal categorization) differs from the code an external system expects.

By default, two different ID Categories can share the same Scheme. To forbid this, set the partner_identification.id_category_scheme_unique_check system parameter to True (Settings > Technical > Parameters > System Parameters, with developer mode active). ID Categories are a global model (not tied to a company), so this is a global setting, not a per-company one. Once enabled, saving an ID Category whose Scheme is already used by another one raises a validation error. Categories with no Scheme set never conflict, even when this is enabled.

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:

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

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.

ChriCar Beteiligungs- und Beratungs- GmbH
Tecnativa
Camptocamp
ACSONE SA/NV
LasLabs
Onestein

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>
Simone Orsi <simone.orsi@camptocamp.com>
Dennis Sluijk <d.sluijk@onestein.nl>
Phuc Tran Thanh <phuc@trobz.com>
Marie Lejeune <marie.lejeune@acsone.eu>
Nils Coenen <nils.coenen@nico-solutions.de>
Chau Le <chaulb@trobz.com>

Other credits

The development of this module has been financially supported by:

Camptocamp

Maintainers

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.

This module is part of the OCA/partner-contact project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Metadata

Release files for odoo-addon-partner-identification 18.0.1.2.0.1

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Built distribution (wheel)

Table of built distributions (wheels) for odoo-addon-partner-identification 18.0.1.2.0.1
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