sale_operating_unit
⧉ View on GitHubPurpose
This module integrates operating units into Odoo's sales management to associate sales orders with specific operating units and enforce access controls based on user permissions.
Features
- sale.order: Adds an operating unit field that is automatically computed from the assigned sales team.
- sale.order: Ensures consistency between sales team and operating unit by resetting the team if they do not match.
- sale.order: Automatically selects the appropriate sales journal based on the operating unit.
- sale.order: Validates that the operating unit of the sales team matches the order's operating unit.
- sale.order: Propagates the operating unit to invoices generated from the sales order.
- sale.order.line: Includes the operating unit from the parent sales order.
- crm.team: Prevents changing the operating unit of a sales team if existing sales orders reference different operating units.
- sale.report: Includes operating unit in sales reports for filtering and grouping purposes.
- sales: Restricts user access to sales orders, order lines, and reports based on allowed operating units.
- sales: Adds operating unit fields to sales order views with visibility and editability rules.
- sales: Provides operating unit filters and grouping options in sales reports.