partner_identification

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'

Company Type:

Individual or Company. Allow to get relevant categories in Partner form.

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.

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 smashing it by providing a detailed and welcomed feedback.

Credits

Contributors

• Antonio Espinosa <[email protected]>
• Ferdinand Gassauer <[email protected]>
• Gerhard Könighofer <[email protected]>
• Laurent Mignon <[email protected]>
• Jairo Llopis <[email protected]>
• Dave Lasley <[email protected]>

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.