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Agreement Helpdesk Mgmt Sale

agreement_helpdesk_mgmt_sale folder_open OCA/agreement open_in_new
Uncategorised License: AGPL-3

Updates the Helpdesk Ticket’s Agreement (only if unset) when the Agreement of a linked Sale Order changes.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Automatically fills in the Agreement on a Helpdesk ticket from its linked Sales Orders, but only when the ticket has no agreement yet and all linked orders share the same one.

This module connects Helpdesk tickets with Agreements and Sales Orders. When a ticket is linked to sales orders, Odoo looks at the agreements on those orders and, if the ticket does not already have an agreement and all linked orders point to the same agreement, it fills that agreement in automatically on the ticket.

  • The agreement field on the ticket becomes a computed field that stays editable, so users can still change it manually.
  • A validation rule prevents a ticket from being linked to sales orders that belong to more than one different agreement. If that happens, Odoo shows an error and blocks the change.
  • The rule is checked whenever the linked sales orders or the ticket's agreement change.

The module extends the helpdesk.ticket model and relies on the sale_order_ids and agreement_id fields provided by the related agreement, helpdesk and sale modules. It does not add new menus or screens; the behaviour appears directly on the Helpdesk ticket form.

Models and fields (1)
  • helpdesk.ticket · extends an existing modelagreement_id

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

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/agreement.

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.