Sale Orders Require PO or Sales Documentation
The goal of this development is to create a field for validation to notate which customers require a purchase order in order to create an invoice.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Lets you flag customers who must provide a purchase order or sales documentation before their sale orders can be confirmed, and blocks confirmation when those requirements are missing.
This module adds purchasing-documentation controls to customers and sales orders.
On a customer record (in the Sales & Purchases tab) you can tick 'Customer Requires PO' and enter 'Sales Require Documentation' text describing what paperwork the customer needs. Both fields are tracked, so changes are logged.
On a sale order, these two values are shown automatically from the customer. A 'Sale Documentation' selector lets you mark either 'No documentation needed for this Sale' or 'Documentation required obtained and archived', and a 'Sale Documentation Notes' field lets you record details. These two fields only appear when the customer actually has sales documentation requirements.
When you confirm a sale order, the system checks two rules: if the customer requires a PO, the Customer Reference field must be filled in; and if the customer has sales documentation requirements, the Sale Documentation selector must be set. If either is missing, confirmation is blocked with an error message.
In Settings, under Sales, an option lets you make 'Customer Requires PO' the default for newly created customers. This setting is stored per company.
Depends on
Models and fields (4)
- sale.order · extends an existing modelsale_doc (Sales Require Documentation), customer_need_po (Customer Requires PO), sale_document_note (Sale Documentation Notes), sale_document_option (Sale Documentation)
- res.company · extends an existing modelcustomer_need_po_default (Default: Customer Requires PO)
- res.partner · extends an existing modelsale_doc (Sales Require Documentation), customer_need_po (Customer Requires PO)
- res.config.settings · extends an existing modelcustomer_need_po_default
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: 4 confirmed, 5 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 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.