Sale Orders Require PO or Sales Documentation

sale_require_po_doc · OCA/sale-workflow

    Repository
    OCA/sale-workflow · module folder · Try on Runboat
    Module version
    1.1.0
    Category
    Sales
    Folder size
    0.06 MB
    License
    AGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/sale-workflow
    Last tracking update
    2026-08-11 17:30:51
    Authors
    Odoo Community Association (OCA), Open Source Integrators
    Maintainers
    Odoo Community Association (OCA), Open Source Integrators
    Committers
    AaronHForgeFlow, Weblate, OCA-git-bot, oca-ci, Paula Marfull
    Odoo dependencies
    odoo/odoo:
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    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.

    Code Analysis ⓘ

    Views touched (3)
    XML IDNameModelTypeStatus
    res_config_settings_view_form_sale_require_po_doc res.config.settings form Inherits sale.res_config_settings_view_form
    sales_po_res_partner_custom res.partner.sales.po.custom res.partner form Inherits base.view_partner_form
    sales_po_sale_order_custom sale.order.sales.po.custom sale.order form Inherits sale.view_order_form
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (4)

    New fields (1)
    • customer_need_po_default Boolean
      help="If True, new customers will have 'Customer Requires PO' enabled by default." string='Default: Customer Requires PO'
    Public methods (0)

    No public methods.

    New fields (1)
    • customer_need_po_default Boolean
      readonly=False related='company_id.customer_need_po_default'
    Public methods (0)

    No public methods.

    New fields (2)
    • customer_need_po Boolean
      default=<expr> help='A PO number will be required on the Sales Order field for Customer Reference' string='Customer Requires PO' tracking=True
    • sale_doc Text
      help='Details of the sales documentation required for this customer. Sales documentation notes field will be required on Sales Orders This is complementary to requiring a PO number, and can be used with or without that setting.' string='Sales Require Documentation' tracking=True
    Public methods (0)

    No public methods.

    New fields (4)
    • customer_need_po Boolean
      related='partner_id.customer_need_po' string='Customer Requires PO'
    • sale_doc Text
      related='partner_id.sale_doc' string='Sales Require Documentation'
    • sale_document_note Text
      string='Sale Documentation Notes'
    • sale_document_option Selection
      string='Sale Documentation' args: [('no_need', 'No documentation needed for this Sale'), ('done', 'Documentation required obtained and archived')]
    Public methods (1)
    • action_confirm(self)

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