Account Partner Required
This module adds an option Partner policy on account types.
You have the choice between 3 policies:
- optional (the default policy): partner is optional,
- always: require a partner,
- never: forbid a partner.
This module is useful to enforce a partner on account move lines on customer and supplier accounts.
This module is very similar to the module account_analytic_required available in the OCA project account-analytic.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a 'Partner Policy' setting on each accounting account so you can require, forbid or leave optional the partner on journal items posted to that account.
This module lets you control, account by account, whether a partner must be filled in on journal items.
On each accounting account you get a new 'Partner Policy' field with three choices: - Optional: the accountant is free to set a partner or not (default behaviour). - Always: a partner is required on journal items using this account. - Never: a partner is forbidden on journal items using this account.
The field is visible on the account form (right after the account type) and in the account list, and you can group accounts by partner policy in the account search filters.
When you save a journal item, Odoo checks the policy of the account used. If the policy is 'Always' and no partner is set, or 'Never' and a partner is set, a validation error is raised and the entry cannot be saved. Lines with zero debit and zero credit are ignored by this check.
The module touches the accounting account and journal item models (account.account and account.move.line) and depends on the standard Accounting app.
Depends on
Models and fields (2)
- account.account · extends an existing modelpartner_policy
- account.move.line · extends an existing model
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: 2026-11-03Confirmation status: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To configure this module, you need to:
- Go to the menu Invoicing \> Configuration \> Accounting \> Chart of Accounts and edit each account to configure the correct Partner policy.
Usage
Source · Odoo 19.0If you put a partner on an account move line with an account whose type is configured with Partner policy = never, you will get an error message.
If you don't put a partner on an account move line with an account whose type is configured with Partner policy = always, you will get an error message.
No verified information in OCA: Installation.
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.
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.