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Sale Order Change Analytic Account

sale_order_change_analytic_account folder_open OCA/sale-workflow open_in_new
Sales License: AGPL-3

This addon allow user to update analytic account on sale orders and related journal entries.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Lets sales users replace the analytic account on a confirmed sale order and on its related invoice lines, through a small pop-up wizard opened from the sale order.

This module adds a way to change the analytic account used on a sale order after it has been confirmed, without editing each line manually.

From a sale order you get an action named "Update Analytic Account". It opens a small pop-up window showing the sale order, its current analytic account and a field to pick the new analytic account. The sale order is filled in automatically from the record you are on, and only confirmed sale orders (state "sale") can be selected.

When you press "Update" (a confirmation message asks "Are you sure?"), the module does two things: - it writes the new analytic account on the sale order itself; - it looks at all invoices linked to that sale order and, among their invoice lines, only those already using the old analytic account are switched to the new one. Lines with a different analytic account are left untouched.

Access to the wizard is granted to the standard sales user group. The module touches sale.order and the invoice lines of the related customer invoices, and adds the new wizard model sale.order.change.analytic. No reports, scheduled jobs or emails are added.

Depends on

sale
Models and fields (2)
  • sale.order · extends an existing model
  • sale.order.change.analytic · new modelsale_id (Sale order), new_analytic_account_id (New Analytic Account), current_analytic_account_id

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation 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/sale-workflow.

terminal Installation and usage

No verified information

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.

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.