account_operating_unit
⧉ View on GitHubPurpose
Manage accounting records by operating unit with optional self-balancing through inter-OU clearing entries.
Features
- res.company: Lets companies mark operating units as self-balanced and requires configuring an inter-OU clearing account when that flag is on.
- account.journal: Adds an operating unit on journals and makes it mandatory on self-balanced bank or cash journals.
- account.move: Adds an operating unit to moves, defaulting from journal or user context, syncing it to lines, and enforcing journal/move operating unit consistency with mandatory OUs when self-balanced.
- account.move: Automatically injects inter-operating-unit clearing lines at posting when self-balanced moves span multiple operating units.
- account.move.line: Adds operating units to move lines, defaulting from the parent move and preventing mismatches with the move's operating unit.
- account.move.line: During bank or cash reconciliations that mix operating units, creates balancing entries on the clearing account before reconciling.
- account.payment: Computes the payment operating unit from its journal, propagates it to move lines, and aligns counterpart lines to the invoices’ operating unit when paying single-OU invoices.
- account.bank.statement.line: Sets generated statement move lines to the operating unit of the statement’s journal.
- account.partial.reconcile: Carries operating units onto cash-basis base, counterpart, and tax lines created during reconciliation.
- account.invoice.report: Adds an operating unit field with search filters and grouping so invoice analysis can be segmented by operating unit.
- security: Applies record rules so journals, moves, move lines, payments, and invoice reports are visible only for the user’s allowed operating units.