Odoo Community Association

Partner Identification Numbers

Production/Stable License: AGPL-3 OCA/partner-contact Translate me on Weblate Try me on Runboat

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.

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.

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 to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

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

Contributors

Other credits

The development of this module has been financially supported by:

  • Camptocamp

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.