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Sale Partner Sale Contact on Project

sale_partner_sale_contact_on_project folder_open OCA/sale-workflow open_in_new
Sales Management License: LGPL-3

This module extends Sale Partner Sale Contact to propagate the sale contact field to projects.

When a sale order with a sale contact creates a project (via service products), the contact person is automatically propagated to the project. This ensures the same named commercial contact (procurement manager, project lead, etc.) visible on the sale order and its invoices is also recorded on the resulting project, without affecting project or task addresses.

This allows you to:

  • Track the contact person for each project
  • Maintain consistency between sale orders and related projects
  • Display the sale contact on project forms

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

When a sale order creates a project through a service product, the sale contact person recorded on the order is automatically copied onto the new project, and that contact is shown on the project form.

This module links the sale contact person of a sale order to the project that the order creates.

  • When a sale order line with a service product generates a project, the contact person set on the sale order is copied onto the new project automatically. If no sale contact is set on the order, nothing is copied.
  • The project form now shows a sale contact field right after the project's customer field. Users can pick an existing contact there, but cannot create a new contact from that field.
  • On a contact's record, Odoo keeps a list of the projects where that contact is the sale contact, so you can see which projects a person is linked to.
  • The module works together with the sale contact feature on sale orders and with the sale-to-project link, and it touches the project, sale order line and contact areas of Odoo.

It does not change project or task addresses; it only records the named commercial contact on the project.

Depends on

sale_partner_sale_contactsale_project
Models and fields (2)
  • res.partner · extends an existing modelsale_contact_project_ids
  • project.project · new model

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: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module:

  • Install both Sale Partner Sale Contact and Sale Partner Sale Contact on Project
  • Create a sale order with a customer that has child contacts
  • Select a Sale Contact from the customer's child contacts
  • Add a service product configured to create a project or task
  • Confirm the sale order
  • The created project will automatically have the same sale contact
  • You can also manually set or change the sale contact on any project form

The sale contact field is visible on the project form, right after the customer field.

Auto-switch behavior: If you select a contact person in the customer field and that person has a parent company, the system will automatically:

  • Set the customer field to the parent company
  • Set the sale contact field to the person you selected

This behavior only applies when the restriction modules (*_partner_id_company_only) are not installed.

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.