This module adds 2 technical fields on sale orders:
- a related stored field Customer Entity (commercial_partner_id),
- a related stored field Invoice Entity (commercial_partner_invoice_id).
This module is the twin brother of the OCA module purchase_commercial_partner located in the purchase-workflow project.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds two stored fields on sales orders: Customer Entity and Invoice Entity, and lets you group sales orders and sales analysis by Customer Entity.
This module makes it easier to report on sales by the real customer company rather than by each individual contact.
On every sales order, Odoo now stores two extra pieces of information: - Customer Entity: the commercial entity of the order's customer. - Invoice Entity: the commercial entity of the invoicing address.
These values are filled in automatically from the customer and invoice address, so users do not type them.
In the Sales Orders list, a new grouping option called Customer Entity is available in the search filters, next to the existing customer filter. The same grouping option is also added to the Sales Analysis report search, so you can group and analyse sales figures by customer entity.
No new menus or screens are created; the module only extends the existing sales order search view and the sales analysis search view. It touches the sale.order model and the sales report search. No checks, restrictions, emails or scheduled actions are added.
Depends on
Required by other modules
Models and fields (1)
- sale.order · extends an existing modelcommercial_partner_id (Customer Entity), commercial_partner_invoice_id (Invoice Entity)
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: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0You can group by Commercial Entity:
- in Sales \> Orders \> Quotations,
- in Sales \> Orders \> Orders,
- in Sales \> Reporting \> Sales (it is a native feature in this menu)
No verified information in OCA: Installation, Configuration.
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.