<h1 class="title">Partner Change Parent</h1> <div class="contents topic" id="table-of-contents"> <p class="topic-title">Table of Contents</p> <ul class="simple"> <li><a class="reference internal" href="#summary" id="id1">Summary</a></li> <li><a class="reference internal" href="#usage" id="id2">Usage</a></li> <li><a class="reference internal" href="#correction-of-the-parent-company" id="id3">Correction Of The Parent Company</a></li> <li><a class="reference internal" href="#how-the-module-works" id="id4">How the module works</a></li> <li><a class="reference internal" href="#portal-users" id="id5">Portal Users</a></li> <li><a class="reference internal" href="#contributors" id="id6">Contributors</a></li> <li><a class="reference internal" href="#more-information" id="id7">More information</a></li> </ul> </div> <a name="summary"></a> <h2><a class="toc-backref" href="#id1">Summary</a></h2> <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><a class="toc-backref" href="#id2">Usage</a></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="correction-of-the-parent-company"></a> <h2><a class="toc-backref" href="#id3">Correction Of The Parent Company</a></h2> <p>Since version <code>1.1.0</code> of the module, a new checkbox appears on the wizard.</p> <img alt="static/description/wizard_correction_checkbox.png" src="static/description/wizard_correction_checkbox.png" /> <p>When the box is checked, instead of archiving the contact and creating a new contact, the company is directly changed on the contact.</p> <p>By default, the box is checked.</p> <p>If you uncheck the box, a warning message is displayed.</p> <img alt="static/description/wizard_correction_warning.png" src="static/description/wizard_correction_warning.png" /> <p>Most time, when the company needs to be changed on a contact, it is because the company was wrongly filled. The cases where a contact moves to another company are less frequent.</p> <p>This mecanism was instored to prevent polluting the database with multiple duplicates of the same contact.</p> <a name="how-the-module-works"></a> <h2><a class="toc-backref" href="#id4">How the module works</a></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><a class="toc-backref" href="#id5">Portal Users</a></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="contributors"></a> <h2><a class="toc-backref" href="#id6">Contributors</a></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><a class="toc-backref" href="#id7">More information</a></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>