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MIS Builder with Operating Unit

mis_builder_operating_unit folder_open OCA/operating-unit open_in_new
Reporting License: AGPL-3

Introduces the operating unit to MIS Builder report instances.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Lets you filter MIS Builder reports by operating unit, so each report instance or period only shows accounting entries belonging to the selected operating units (or only entries with no operating unit).

This module adds operating unit filtering to MIS Builder reports. On a MIS report instance you get two new fields: a list of operating units and a checkbox meaning "no operating unit". The same two fields are also available on each period of the report, so a single report can mix periods that look at different operating units.

When you tick the "no operating unit" checkbox, the operating unit list is cleared automatically and the report only takes accounting entries that have no operating unit at all. If the checkbox is not ticked, the report uses the operating units selected on the report instance, and a period can further narrow this down with its own selection.

These fields are only visible to users who belong to the multi operating unit group. On report periods, the fields only appear when the period source is actuals or actuals alternative, because only those sources read accounting entries.

A security rule restricts MIS report instances: a user can only see reports that either have no operating unit set or that include at least one operating unit the user is allowed to use. The module touches mis.report.instance and mis.report.instance.period and adds fields to the existing MIS Builder tree, form and period form views.

Required by other modules

Models and fields (2)
  • mis.report.instance · extends an existing modeloperating_unit_ids, has_no_operating_unit
  • mis.report.instance.period · extends an existing modeloperating_unit_ids, has_no_operating_unit

Text generated by AI (DeepSeek) from reading the Odoo 15.0 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: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 15.0

Confirmed on 2026-11-03 in branch 15.0 of OCA/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 15.0

Set the operating unit in a MIS Builder instance.

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.