Partner Identification Numbers
Project description
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
…
Installation
No specific installation step required
Configuration
Configure all ID types you need in Sales > Configuration > Address Book > 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.
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.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.
Credits
Contributors
Antonio Espinosa <antonioea@antiun.com>
Ferdinand Gassauer <office@chrcar.at>
Gerhard Könighofer <gerhard.koenighofer@swing-system.com>
Laurent Mignon <laurent.mignon@acsone.eu>
Maintainer
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.
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