This module introduces the following features:
- Passes the Operating Unit (OU) from Opportunity to Quotation.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0When you create a quotation from an opportunity, the quotation automatically inherits the opportunity's operating unit. Odoo also blocks saving a sales order whose operating unit differs from its linked opportunity.
This module links opportunities (CRM leads) with quotations and sales orders so that the operating unit stays consistent across the sales process.
- From an opportunity, the button that creates a new quotation now passes the opportunity's operating unit to the new quotation, so the quotation is created with the same operating unit. If the opportunity has no customer yet, the usual customer-selection step is shown first.
- On sales orders, a check runs whenever the linked opportunity or the operating unit changes. If the sales order's operating unit does not match the operating unit of its opportunity, Odoo refuses to save and shows an error message.
It affects the crm.lead and sale.order models. No new menus or screens are added; the change is visible in the existing quotation creation flow and in the validation message when saving a sales order.
Depends on
Models and fields (2)
- crm.lead · extends an existing model
- sale.order · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/operating-unit.
terminal Installation and usage
No verified informationInstallation 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.