<h1 class="title">Partner Change Parent</h1> <p>This module adds a button in the partner form view for changing the parent entity of a contact.</p> <p>Changing a parent entity is a complex operation. The contact may not be merely reassigned to a different entity, because all documents created under the previous entity will follow the contact under the next entity.</p> <p>For example, customer invoices emited in regard to a given entity must not be reassigned to another entity.</p> <a name="usage"></a> <h2>Usage</h2> <p>I go to the form view of a contact.</p> <p>I notice that I the parent entity is readonly.</p> <img alt="static/description/contact_parent_readonly.png" src="static/description/contact_parent_readonly.png" /> <p>I also notice a new button <code>Change Parent Entity</code>.</p> <img alt="static/description/contact_change_parent_button.png" src="static/description/contact_change_parent_button.png" /> <p>I click on the button. A wizard is opened, asking me to select a new parent for the contact.</p> <img alt="static/description/change_parent_wizard.png" src="static/description/change_parent_wizard.png" /> <p>I select a new parent, then I click on <code>Validate</code></p> <img alt="static/description/change_parent_wizard_validate.png" src="static/description/change_parent_wizard_validate.png" /> <p>The form view of a copy of my contact is opened. This contact has the new parent entity.</p> <img alt="static/description/new_contact_form.png" src="static/description/new_contact_form.png" /> <p>Using the breadcrumb, I can go back to the original contact.</p> <img alt="static/description/new_contact_breadcrumb.png" src="static/description/new_contact_breadcrumb.png" /> <p>I notice that the original contact is archived.</p> <img alt="static/description/old_contact_form.png" src="static/description/old_contact_form.png" /> <a name="how-the-module-works"></a> <h2>How the module works</h2> <p>The following procedure is applied for changing a contact from an entity to another.</p> <ul class="simple"> <li>The contact is copied.</li> <li>The copy is placed under the destination entity.</li> <li>The old contact is archived.</li> </ul> <a name="portal-users"></a> <h2>Portal Users</h2> <p>If the partner is bound to an active portal user, when changing the parent entity, a blocking message will be raised.</p> <img alt="static/description/portal_user_error_message.png" src="static/description/portal_user_error_message.png" /> <p>Before changing the parent, you must go to the form view of the portal user and archive this user.</p> <img alt="static/description/portal_user_archive.png" src="static/description/portal_user_archive.png" /> <a name="internal-users"></a> <h2>Internal Users</h2> <p>In the case of an internal user, the contact is not copied. The parent entity is changed directly without creating a new partner.</p> <a name="contributors"></a> <h2>Contributors</h2> <ul class="simple"> <li>Numigi (tm) and all its contributors (<a class="reference external" href="https://bit.ly/numigiens">https://bit.ly/numigiens</a>)</li> <li>Agathe Mollé (<a class="reference external" href="mailto:agathe.molle&#64;savoirfairelinux.com">agathe.molle&#64;savoirfairelinux.com</a>)</li> <li>Guillaume Lot</li> </ul> <a name="more-information"></a> <h2>More information</h2> <ul class="simple"> <li>Meet us at <a class="reference external" href="https://bit.ly/numigi-com">https://bit.ly/numigi-com</a></li> </ul>