This module extends the functionality of CRM and Business Requirement to support creating new Requirements from an Opportunity.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Create a Business Requirement directly from a CRM opportunity and see all requirements linked to a lead. The opportunity form gets a Create Business Requirement button and a counter button listing its requirements.
This module connects CRM opportunities with Business Requirements so you can turn a sales opportunity into a tracked requirement without retyping information.
On an opportunity form, a highlighted "Create Business Requirement" button appears (only for opportunities, and only for users in the Business Requirement user group). Clicking it opens a small pop-up pre-filled with the opportunity name as the description and the opportunity's internal notes as customer history. You can adjust both, then press "Create Requirement".
When the requirement is created, it automatically copies the customer, the salesperson (or the creator if no salesperson is set), and keeps a link back to the originating opportunity. Both records receive a note in their chatter: the opportunity shows a link to the new requirement, and the requirement shows a link back to the opportunity.
A stat button on the opportunity shows how many requirements are linked to it; it is hidden when the count is zero. Clicking it opens the list of those requirements, filtered to that opportunity.
On the requirement side, a new "Lead" field is added to the form and to the search filters, so you can see or search which opportunity a requirement came from. The link is protected: an opportunity that has requirements cannot be deleted while they still reference it.
Depends on
Models and fields (3)
- crm.lead · extends an existing modelbusiness_requirement_ids (Business Requirements), business_requirement_count
- business.requirement · extends an existing modellead_id (Lead)
- crm.lead.create.requirement · new modellead_id (Opportunity), description, customer_history
Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/business-requirement.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to CRM Pipeline Lead menu
- Click on Create Business Requirement button
No verified information in OCA: Installation, Configuration.
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.
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.