67 lines
2.1 KiB
ReStructuredText
67 lines
2.1 KiB
ReStructuredText
Party Module
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The party module defines the concepts of party, identifier, category and
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contact mechanism. It also comes with reports to print labels and letters and a
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*Check VIES* wizard.
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Party
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*****
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A party can be a person, a company or any organisation that one want
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to consider as the same entity. A party is defined by a name, a code,
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a language, identifiers, categories, contact mechanisms and a list of
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addresses.
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Two reports are available:
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- The *Labels* report creates a document with the names and addresses
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of all selected parties which are preformatted to be printed on
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labels that can be stuck on an envelope.
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- The *Letter* report create a document pre-filled with the company
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header, the address of the recipient, a date, a greeting, an ending
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and the signature of the current reader.
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The *Check VIES* wizard allows to check the European VAT number identifier of
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parties with the VIES web service.
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The *Replace* wizard allows to replace duplicate record by the original and
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relink all the related documents.
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The *Erase* wizard allows to erase all personal data of a party from the system
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included the historized data and the resources attached for all the parties
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which were replaced by this one.
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Address
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*******
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An address is made of a name, a street, a zip number, a city, a
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country, a subdivision. A sequence allow to order them.
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The field *Full Address* returns the formatted address included the name of the
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party if the context has `address_with_party` set to True and without the
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country if the context key `address_from_country` is the same as the country of
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the address.
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Address Format
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**************
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It allows to define per country and language, how addresses should be
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formatted.
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Contact Mechanism
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A contact mechanism is made of a type, value and comment. Type can be
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*Phone*, *Mobile*, *Fax*, *E-Mail*, *Website*, *Skype*, *SIP*, *IRC*,
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*Jabber* or *Other*.
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Category
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********
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A Category is just composed of a name, thus constituting tags that can
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be associated to parties. Categories are organised in a tree structure.
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