Journal Entry Sale Order completion
This module extends the functionality of account_move_base_import to add support for completion rules based on Sale Orders. This was initially part of the module account_statement_base_completion, but is now separate to keep dependencies separate.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds two automatic matching rules that find the customer on a bank statement line by looking up a Sales Order using the line's label or payment reference.
This module extends the bank statement completion rules so that Odoo can automatically fill in the customer (partner) on a journal entry line coming from a bank statement.
It adds two new choices to the completion rule configuration: - "From line name (based on SO number)": matches the statement line label against the Sales Order number. - "From line name (based on SO payment ref)": matches the statement line label against the Sales Order payment reference.
Two ready-to-use rules are installed automatically with sequence 50 and 55, so they run in that order when Odoo tries to complete a statement line.
When a rule runs, Odoo searches Sales Orders using the statement line's label. If exactly one Sales Order is found, its customer is set on the line. If more than one Sales Order matches, an error is raised saying the line was matched by more than one partner, so the user must resolve it manually.
The module touches the account.move.completion.rule model and depends on account_move_base_import and sale. It does not add menus or reports of its own; the new rules appear inside the existing completion rule configuration screen provided by the base import module.
Depends on
Models and fields (1)
- account.move.completion.rule · new modelfunction_to_call
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/account-reconcile.
terminal Installation and usage
No verified informationInstallation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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