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Operating Unit

operating_unit folder_open OCA/operating-unit open_in_new
Generic License: LGPL-3

An operating unit (OU) is an organizational entity part of a company, with separate management ownership. Management by OU is aimed to introduce the following features:

  • Data partitioning from other OU.
  • Own sequencing schemes.
  • User access administration for data processing and reporting.
  • Product and customer independence of OU.
  • OU specific P&L and Balance sheet.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Create operating units (sub-divisions of a company) and assign them to users, so each user only sees the operating units they are allowed to work with. Managers can manage all operating units; regular users get read-only access.

This module adds a new concept called an Operating Unit, a sub-entity inside a company. Users with the right permission can create, edit and archive operating units from a new menu under Users & Companies.

Each operating unit has a name, a short code, an optional partner, a company and a list of allowed users. The name and code must be unique per company, and the display name is shown as "[code] name". When a new operating unit is created, the creator is automatically added to its allowed users.

On the user form, a new "Operating Units" section lets you pick which operating units a user may access and which one is their default. A user who is a Manager of Operating Units automatically sees all operating units of the allowed companies; other users only see the ones assigned to them. If the default operating unit is removed from the allowed list, it is cleared automatically.

Two security groups are added: "Multiple Operating Unit" and "Manager of Operating Units". Record rules restrict which operating units each user can read, and the module also exposes the current user's operating units to Odoo's record-rule evaluation, so other modules can filter data by operating unit.

Depends on

base

Menus it adds

menu_action_operating_unit_tree
Models and fields (2)
  • res.users · extends an existing modeloperating_unit_ids (Allowed Operating Units), default_operating_unit_id (Default Operating Unit), assigned_operating_unit_ids (Operating Units)
  • operating.unit · new modelcode, name, active, user_ids, company_id, partner_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/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 19.0

To configure this module, you need to:

  • Assign Multi Operating Unit group to user.
  • Go to Settings / Users & Companies / Operating Units and create Operating Units.

This module defines the operating unit entity and the user's security rules. Other modules extend the standard Odoo apps with the OU.

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.