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Payment Term Restriction Sale

account_payment_term_restriction_sale folder_open OCA/account-payment open_in_new
Accounting & Finance License: LGPL-3

This module adds the possibility to restrict the use of Payment Terms in Sales.

Only Payment Terms having the applicable on value as Sales or All can be applied in Sale Orders.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Restricts which payment terms can be used on sales orders and customer records, so only terms marked as applicable to Sales or All can be selected.

This module adds a control that limits the payment terms available in the sales area of Odoo. It works together with the base payment term restriction module and the Sales app.

When a user sets a payment term on a sales order, Odoo checks whether that term is allowed for sales. Only payment terms whose "applicable on" setting is Sales or All are accepted. If a term meant only for purchases or another area is chosen, Odoo raises a validation error and the value is not saved.

The same check applies to the default payment term stored on a customer record (the payment term used by default on that partner's sales documents). This prevents a customer from being configured with a payment term that cannot legally be used on their sales orders.

The rule is enforced automatically whenever the payment term field is changed on a sales order or on a partner, so users do not need to run any report or manual action. It touches the sale.order and res.partner models and relies on the payment term configuration from account.payment.term. No new menus, buttons or reports are added; the change is visible only through the validation message that appears when an incompatible payment term is selected.

Models and fields (2)
  • sale.order · extends an existing model
  • res.partner · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 16.0 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: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/account-payment.

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.