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Operating Unit in Sale Templates

sale_template_operating_unit folder_open OCA/operating-unit open_in_new
Sales Management License: LGPL-3

This module introduces the following features:

  • Adds the Operating Unit (OU) to the Sale Order Templates.
  • The user’s default Operating Unit (OU) is proposed at the time of creating the Sale Order Template.
  • Security rules are defined to ensure that users can only see the Sale Order Template of that Operating Units in which they are allowed access to.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds an Operating Unit field to Sale Order Templates, so each template belongs to a specific operating unit. Users only see templates from operating units they are allowed to access.

This module links Sale Order Templates to Operating Units, which are organizational entities inside a company.

  • On the Sale Order Template form, a new Operating Unit field appears above the lines section. It is only shown to users who have the multi operating unit group.
  • The same Operating Unit column is added to the Sale Order Templates list view, right after the template name.
  • When a user creates a new template, the system automatically fills in that user's default operating unit.
  • A security rule restricts which templates each user can see: a user can only read templates that either have no operating unit or belong to one of the operating units assigned to that user. The rule is read-only, so it does not block creating, editing or deleting templates.

The module touches the sale.order.template model and the Sale Order Template form and list screens. It depends on the Operating Unit and Sales Management apps.

Depends on

operating_unitsale_management
Models and fields (1)
  • sale.order.template · extends an existing modeloperating_unit_id (Operating Unit)

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/operating-unit.

terminal Installation and usage

OCA documentation · Odoo 14.0

Usage

Source · Odoo 14.0

Follow these steps:

  • Create a Sale Order Template.
  • The Default Operating Unit of the User is assigned to the Sale Order Template.

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.