Plugin: LCO Detailed Names

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Revision as of 22:50, 10 December 2013 by CarlosRuiz (talk | contribs) (initial)
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Description

This functionality adds six fields in the Business Partner window:

  • Tax ID Type
  • First Name 1
  • First Name 2
  • Last Name 1
  • Last Name 2
  • Tax ID Verification Digit

The tax ID type defines if one name is captured, or first and last names are captured. It also defines if a verification digit must be calculated or verified for the Tax ID field.

Note that functionality adds two first names and two last names, in case you want to use just one is easy to hide the corresponding second fields using the Window Customization

Feedback

Please rate this plugin:

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If you want to provide additional comments, please use the Discussion page

Configuration

SysConfig Parameters

The following System Configurator parameters can be used to modify the behavior of this functionality:

  • LCO_USE_DETAILED_NAMES
    • If you define this parameter as N in a client then the whole functionality of detailed names will be disabled for this client
    • Default: Y
    • Scope: Client
  • QSSLCO_FillValueWithTaxID
    • This is used to fill by default the Search Key of a Business Partner from the TaxID field
    • Default: N
    • Scope: Client
  • QSSLCO_NameSeparator
    • When using detailed names, it defines here the separator for the Name field on business partner when concatenating the first names with last names
    • Default: WhiteSpace
    • Scope: Client
  • QSSLCO_NamesFirst
    • When using detailed names, it defines if the first names will be first, otherwise the last names will be first
    • Default: Y
    • Scope: Client

Tax ID Type Window

The Tax Id Type let you define the different types of tax IDs that you want to manage as well as some configuration:

LCO TaxIDType.png

  • Use Tax ID Digit: It defines if a tax ID Digit must be shown on the Business Partner window
  • Is Digit Checked: It defines if the tax ID Digit must be checked, this is allowing the user to capture the check digit and then comparing against the calculated digit. Or if the flag is disabled then the check digit is simply calculated and saved.
    • Please note at this moment just the Colombia digit check algorithm is implemented (it is planned to be made configurable to support several algorithms).
  • Detailed Names: It defines if the business partner must allow capturing first/last name(s) - used for persons
  • Tax Code: External code for this tax ID type - for reporting purposes
  • Default: Used to define which is the default tax ID type

Usage

Business Partner

LCO BPDetailedNames.png


How to Install

P2 Repository

The recommended way to install the plugin is using the p2 repository.

DESTINATION=/opt/idempiere-server  # Where your iDempiere server is installed
REPO=http://ci.idempiere.org/job/globalqss-iDempiere-LCO2.0/ws/buckminster.output/org.globalqss.update_2.0.0-eclipse.feature/site.p2/
cd $DESTINATION
java -Dosgi.noShutdown=false -Dosgi.compatibility.bootdelegation=true -Dosgi.install.area=director -jar plugins/org.eclipse.osgi_3.7.*.jar -application org.eclipse.equinox.p2.director -consoleLog -profileProperties org.eclipse.update.install.features=true -destination $DESTINATION -repository $REPO -i org.globalqss.idempiere.LCO.feature.group

Replace the DESTINATION variable with the folder where your iDempiere server is installed.

This will install the three plugins of the LCO, you could install also the single plugin changing the org.globalqss.idempiere.LCO.feature.group by org.globalqss.idempiere.LCO.detailednames

Felix console

To install the plugin using the felix console (not recommended) you can download the plugin jar org.globalqss.idempiere.LCO.detailednames* directly from the p2 repo and use the felix console to install as usual.

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