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Account Partner Company Group

account_partner_company_group folder_open OCA/partner-contact open_in_new
Sales License: AGPL-3

This Module adds a company group field to invoices. For more details investigate in base_partner_company_group.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a Company Group field to invoices and journal entries, taken automatically from the customer's company group, so you can filter, group and analyse accounting data by company group.

This module links accounting documents to the company group defined on the customer. On every invoice, credit note or journal entry, a Company Group is filled in automatically from the customer's company group and stored on the document, so it stays available even if the customer record changes later.

Where you see it: - In the invoice and journal entry lists, a Company Group column is available (hidden by default, you can switch it on). - In the invoice and journal entry search filters, you can filter by Company Group and group the list by Company Group. - In the Invoice Analysis report (list, pivot and search), Company Group is available as a column and as a grouping/filter option.

Business behaviour: - The value is not typed by hand: it is copied from the customer's company group when the document is created or the customer changes. - No new checks, restrictions, emails or scheduled actions are added by this module.

Areas touched: customer invoices, vendor bills and other journal entries (account.move), and the invoice analysis reporting model (account.invoice.report). The company group itself comes from the related partner company group module.

Required by other modules

Models and fields (2)
  • account.move · extends an existing modelcompany_group_id
  • account.invoice.report · extends an existing modelcompany_group_id (Company Group)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/partner-contact.

terminal Installation and usage

No verified information

Installation 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.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.