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Membership Delegate Partner

membership_delegated_partner folder_open OCA/vertical-association open_in_new
Membership License: AGPL-3

This module allows to delegate a membership line to a partner independently of the invoicing partner.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you assign a membership to a different partner than the one being invoiced. On customer invoices and refunds you can pick a "delegated member", and the membership line follows that person.

This module adds a way to separate who pays for a membership from who actually holds it. On customer invoices and customer refunds you get an extra field, "delegated member", where you can choose a contact. The field is only visible to users who belong to the "Delegated partner in membership" group, so it stays hidden for everyone else.

When an invoice with a delegated member is used to create a membership line, the membership is automatically linked to that delegated contact instead of the invoice's customer. If you later change the delegated member on the invoice, the related membership line is updated to follow the new contact. The same protection applies when the membership line is edited: as long as a delegated member is set on the invoice, the membership keeps pointing to that person and is not overwritten by the invoicing partner.

In short: - Choose a delegated member on customer invoices and refunds. - Membership lines are created for the delegated member. - Changing the delegated member updates the membership line. - The membership partner is protected from being reassigned while a delegated member is set.

It touches the invoice (account.move) and membership line (membership.membership_line) records, and adds a hidden access group to control who can use the feature.

Depends on

Required by other modules

Models and fields (2)
  • account.move · extends an existing modeldelegated_member_id
  • membership.membership_line · extends an existing modelpartner_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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

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

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/vertical-association.

terminal Installation and usage

OCA documentation · Odoo 19.0

In Settings \> Users \> \ set Delegated partner in membership permission on.

  • In an invoice with membership lines, choose a delegated partner.
  • The membership line will go to the delegated partner.

No verified information in OCA: Installation.

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.