Module Third Parties (developer)

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Third parties
Numéro/ID du module	1
Doc utilisateur du module	Module Third Parties
Doc développeur du module	This page

Feature

The Third Party module is used to manage the following objects:

• Companies
• Contacts/Addresses
• Bank information of companies

A third party is a moral or physical entity (prospect, customer, supplier). This can be a company, foundation but also be a physical person. A third party is defined by mandatory information like name and country but also by optional information like capital, professional id, etc... Contacts/Addresses are physical persons of a company or generic addresses. For a physical person, properties of a contact has similar values as properties of contact.

Element Third Party

The PHP class to use to manipulate such object is file htdocs/societe/class/societe.class.php.

It contains CRUD methods to create (C), read (R), update (U) and delete (D) this object.

Business rules:

• A third party can have 1 or more contacts/addresses.
• A third party has a property to define if it's a prospect, a customer, none or both.
• A third party has a property to define if it's a supplier or not.
• You can attach one to n sales representative (Dolibarr users) to a third party.
• To complete...

Life cycle:

• A third party can be created (This calls trigger COMPANY_CREATE)
• A third party can be modified (This calls trigger COMPANY_UPDATE)
• A contact/address can be added to a third party.
• Some elements can be created for the third party like (order, commercial proposal, invoice, contract, ...)
• A third party can be deleted (This calls trigger COMPANY_DELETE)

Element Third party Prospect

A prospect is just a third party that is a prospect. There is a particular class to manipulate such objects. The PHP class to use to manipulate such object is file htdocs/comm/prospect/class/prospect.class.php.

It contains CRUD methods to create (C), read (R), update (U) and delete (D) this object.

Life cycle:

A prospect has a status :

• Do not contact (-1) ;
• Not contacted (0) ;
• To contact (1) ;
• Contact in process (2) ;
• Prospect contacted (3).

Element Contact

The PHP class to use to manipulate such object is file htdocs/contact/class/contact.class.php.

It contains CRUD methods to create (C), read (R), update (U) and delete (D) this object.

Life cycle:

• A contact can be created (This calls trigger CONTACT_CREATE)
• A contact can be modified (This calls trigger CONTACT_UPDATE)
• A contact can be deleted (This calls trigger CONTACT_DELETE)

Permissions

• ->societe->lire
• ->societe->creer
• ->societe->supprimer
• ->societe->export
• ->societe->client->voir
• ->societe->contact->lire
• ->societe->contact->creer
• ->societe->contact->supprimer
• ->societe->contact->export

Tables SQL

• llx_societe Contains list of third parties (companies...)
• llx_socpeople Contains list of third parties' contacts.