Adds an Order Customer Reference field (customer_reference) to project.task so that customer PO/requisition numbers are visible on tasks, capturable via website webforms, and kept in sync with the linked sale order.
Features:
- Task field: customer_reference (Char, not copied on duplication) is added to the task form view and list view (hidden by default, toggleable via the optional-columns menu).
- Auto-populated from sale order: when a task is created automatically from a confirmed sale order (service lines with service_tracking), the task inherits the SO's client_order_ref as its customer_reference.
- Propagation back to sale order: when customer_reference is set or updated on a task, it is written to client_order_ref on the linked sale order — but only if that field is currently empty, preventing unintended overwrites.
- Website webform support: the field is whitelisted for the website form builder so it appears in the field picker when configuring a webform that creates project.task records.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds an "Order Customer Reference" field to project tasks so the customer's PO or requisition number is visible on tasks and stays in sync with the linked sales order.
This module adds a new text field called Order Customer Reference on project tasks. It appears on the task form right after the customer, and on the task list as an optional column you can switch on from the column selector.
- When a task is generated automatically from a confirmed sales order line, the task picks up the customer reference already stored on that sales order.
- If you type or change the reference on a task, it is copied to the linked sales order's customer reference, but only when that sales order field is still empty, so existing values are not overwritten.
- The reverse also works: when the customer reference on a sales order is changed, the tasks linked to that order are updated to match.
- The field is also made available to website webforms, so it can be captured from a form on your website.
It touches project tasks, sales orders and sales order lines, and the task form and list views. No new menus or reports are added.
Depends on
Models and fields (2)
- sale.order · extends an existing model
- project.task · extends an existing modelcustomer_reference (Order Customer Reference)
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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/project.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0After installing the module, open the Website form builder and add a text input mapped to Order Customer Reference (customer_reference) to allow customers to supply their PO number when submitting a request.
No verified information in OCA: Installation, Usage.
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.