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Business Requirement Deliverable

business_requirement_deliverable folder_open OCA/business-requirement open_in_new
Business Requirements Management License: AGPL-3

This module is part of a set of modules (Business Requirements)

Two new concepts complement the main business requirements model:

  • Deliverable lines
  • Resource lines

A field for pricelist estimation is available in the partner to be used in Deliverable and Resources lines valuation to customers.

What is a Deliverable Line?

Deliverable Lines (DL) contains products and services that will be delivered to the customer. They are customer oriented and can be either physical or service products:

  • Servers and procured goods
  • Gap analysis services
  • Module development services
  • Training etc.

These are the products that will appear in the SO and that the customer/stakeholder will receive.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds deliverable lines to business requirements so you can list the products and services a customer will receive, price them from a pricelist, and show them to the customer in the portal and on the printed report.

This module extends business requirements with deliverable lines: the concrete products and services you plan to deliver to a customer. Each line holds a description, an optional product, quantity and unit of measure, a sales price, a section, dependencies on other deliverables, a user case and a proposed solution.

  • On a business requirement you get a Deliverable button showing how many lines exist; it opens the list of lines. A Pricelist field (visible to the estimation group) drives pricing.
  • Choosing a product fills the description, unit of measure and sales price automatically. The price comes from the requirement pricelist when one is set, otherwise from the product sales price. Changing product, quantity or unit recalculates the price. Line total = quantity x unit price, and the requirement shows the total deliverable amount.
  • Deliverables can be grouped into sections, and the report shows a subtotal per section plus an 'Others' subtotal for lines without a section.
  • Each line can be published or unpublished to the customer portal with a button; customers see published deliverables under My Account, can search and group them, and read the user case and proposed solution.
  • Changing the customer on a requirement that already has deliverable lines is blocked, because the pricelist could differ. Copying a requirement copies its deliverables and followers.
  • A partner field 'Estimation Pricelist' is added to define the pricelist used for estimating deliverables; its currency is used for the amounts.

Depends on

saleaccountbusiness_requirement

Required by other modules

business_requirement_deliverable_projectbusiness_requirement_sale

Menus it adds

menu_deliverable_linesmenu_product_pricelist_action2menu_deliverable_sections
Models and fields (4)
  • res.partner · extends an existing modelproperty_product_estimation_pricelist (Estimation Pricelist)
  • business.requirement · extends an existing modeldl_count (DL Count), currency_id (Currency), pricelist_id (Pricelist), total_revenue (Total Deliverable), dl_total_revenue (DL Total Revenue), deliverable_lines, dl_count_portal_published (DL Count Portal pubished)
  • business.requirement.deliverable · new modelqty (Quantity), name, state (State), uom_id (UoM), sequence, user_case, product_id (Product), section_id (Section), currency_id (Currency), price_total (Total Deliverable), dependency_ids (Dependencies), sale_price_unit (Sales Price), portal_published (In Portal), proposed_solution, business_requirement_id (Business Requirement), business_requirement_partner_id (Stakeholder)
  • business.requirement.deliverable.section · new modelname, sequence

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation 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/business-requirement.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

Users

Estimation Pricelist: user can see the Sales price and revenue of the BR.

Master project

You can define a master project linked to the business requirement. Default Customer from the project will be used to populate the BR. The customer can be changed if necessary.

Valuation of the Deliverable and Resources lines

When writing a BR the user has the possibility to add Deliverable and Resources lines. To value the Deliverable lines, you can specify an estimation price list in the customer, which will be used in 2 main places:

  • In Deliverable lines if the deliverable product is in pricelist
  • In Resource lines if you want to value your deliverable from the resources

NB: Here is the way Odoo will get a price in Deliverable and Resources Lines:

  • If the Estimation Pricelist field is not empty use the Estimation pricelist
  • If empty, use the standard customer pricelist field
  • If no pricelist available (for example no customer defined in the project), use the product Sales price.

Usage

Source · Odoo 18.0

To use this module, you need to:

  • In the BR, you can add as many deliverable lines as necessary. Price of the deliverable lines will depend on the pricelist(s) in customer.
  • Once the deliverable lines are created you can create as many resources lines as necessary in each DL. Cost price of the product will apply
  • in RL you can already assign the responsible of the task if necessary

No verified information in OCA: Installation.

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.