This module introduces the following features:
- Adds the Operating Unit (OU) to the Lead.
- The user’s default Operating Unit (OU) is proposed at the time of creating the Lead / Opportunity.
- Security rules are defined to ensure that users can only see the Opportunity / Lead of that Operating Units in which they are allowed access to.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds an Operating Unit to leads and opportunities, taken automatically from the assigned sales team. Users only see leads and opportunities belonging to the operating units they are allowed to access.
This module links every lead and opportunity to an Operating Unit, which is a way of splitting your business into separate branches or divisions. The Operating Unit on a lead is not typed in manually: it is automatically copied from the sales team assigned to that lead, so it always stays consistent with the team.
Where you see it: - On the lead and opportunity form, an Operating Unit field appears next to the salesperson. - In the leads and opportunities lists, an Operating Unit column is added. - In the search filters for leads and opportunities, you can search and group by Operating Unit.
The field is only shown to users who belong to the multi operating unit group. When choosing a value, only operating units of the same company that the user is a member of are offered, and creating new ones from there is disabled.
A global security rule restricts reading leads and opportunities: a user can only see records whose Operating Unit is one of their allowed operating units, or records with no Operating Unit at all. The rule only applies to reading; it does not grant or block writing, creating or deleting by itself.
The module works on the crm.lead model and depends on the CRM and sales team operating unit modules.
Depends on
Required by other modules
Models and fields (1)
- crm.lead · extends an existing modeloperating_unit_id
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: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/operating-unit.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To use this module, you need to:
- Go to CRM > Sales > Leads or CRM > Sales > Opportunities
- When creating a new lead or opportunity, the operating unit will be automatically set based on:
- The operating unit of your default sales team, or
- Your default operating unit if the sales team doesn't have an operating unit
- You can filter leads and opportunities by operating unit using the search filter
- You can only see leads and opportunities from operating units you have access to
- The operating unit field is only visible if you belong to the "Multi Operating Unit" group
No verified information in OCA: Installation, Configuration.
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.