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Agreement with Operating Units

agreement_operating_unit folder_open OCA/operating-unit open_in_new
Agreement License: AGPL-3

This module adds operating unit information to agreements and service profiles.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds an Operating Unit field to agreements and their service profiles, and limits which agreements each user can see based on their assigned operating units.

This module links agreements to operating units, the organisational units used to separate business activity in Odoo.

On an agreement form, an Operating Unit field appears right after the Company field. When a user creates a new agreement, the field is filled automatically with that user's default operating unit, but it can be changed.

On a service profile form, the Operating Unit field appears after the Agreement field. Here it is not entered manually: it is taken automatically from the agreement the service profile belongs to, so both always match.

A security rule is added on both agreements and service profiles. A user can only read records whose operating unit is one of the operating units assigned to them, or records with no operating unit at all. The rule only grants read access; it does not grant create, write or delete rights, so those still depend on the user's normal permissions.

No new menus or reports are added. The module only extends the existing agreement and service profile screens and the agreement and agreement.serviceprofile models.

Models and fields (2)
  • agreement · extends an existing modeloperating_unit_id (Operating Unit)
  • agreement.serviceprofile · extends an existing modeloperating_unit_id (Operating Unit)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 14.0
  • Go to Agreements
  • You only see the agreements of your operating units
  • Create an agreement. It is assigned to your default operating unit.

No verified information in OCA: Installation, Configuration.

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.