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Partner with Operating Unit

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

This module introduces the following features:

  • Adds the Operating Unit (OU) to res partner.
  • The user’s default Operating Unit (OU) is proposed at the time of creating Partner.
  • Security rules are defined to ensure that users can only see Partner of that Operating Units in which they are allowed access to.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds Operating Units to contacts and restricts which contacts each user can see based on their allowed Operating Units. Contacts linked to a user automatically inherit that user's Operating Units.

This module links contacts (partners) to Operating Units, the organisational divisions used to separate data in Odoo. On the contact form, a new "Operating Units" field appears after the Tags field, shown only to users who have the multi operating unit setting enabled. The same field is added to the contacts list view and to the contact search filters, so you can filter contacts by Operating Unit.

Business rules added by the module:

  • When a contact is linked to a user, its Operating Units are automatically taken from that user's assigned Operating Units.
  • If someone tries to change the Operating Units directly on a contact that is linked to a user, Odoo blocks the change and asks them to update the Operating Units on the related user instead.
  • When searching or counting contacts, users only see contacts that belong to their own Operating Units, plus contacts that have no Operating Unit at all.

The module touches the res.partner model and its form, list and search views. It depends on the Operating Unit module, which provides the Operating Units themselves and the user assignments used by these rules.

Depends on

Models and fields (1)
  • res.partner · extends an existing modeloperating_unit_ids (Operating Units)

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: 4 confirmed, 5 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 19.0
  • Go to customer
  • You only see the customer of your operating units
  • Create an customer. It is assigned to your default operating unit.

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.