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Business Requirement Sale

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

This module extends the functionality of Business Requirement to allow you to create from them Sales Orders, taking deliverables as sales order lines.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets salespeople turn a Business Requirement into a quotation, using its deliverables as sales order lines, and links quotations back to the requirement.

This module connects Business Requirements with Sales. On a Business Requirement form, salespeople see a new "Create Quotation" button and a "Sales" counter button that opens the related quotations.

Clicking "Create Quotation" opens a wizard where the user chooses how prices are taken from the deliverables (quantity and unit price as is, or the subtotal as unit price with quantity 1), ticks the deliverable sections and the individual deliverables to include, and can also include deliverables that have no section. If the requirement has no deliverables at all, Odoo stops with an error, and at least one deliverable must be selected before the quotation can be created.

The wizard builds a quotation for the same customer, with the requirement name as the source document, and creates one line per selected deliverable, adding section header lines for the deliverable sections. The new quotation is linked to the Business Requirement, and messages are posted on both the requirement and the quotation so each record shows where the other came from.

On quotations, a new "Business requirement" field appears next to the salesperson, and each order line shows the deliverable it comes from. Quotations can also be filtered by business requirement in the sales order search filters.

Depends on

business_requirement_deliverablesale_management

Required by other modules

business_requirement_sale_timesheet
Models and fields (4)
  • sale.order · extends an existing modelbusiness_requirement_id (Business requirement)
  • sale.order.line · extends an existing modelbr_deliverable_section_id (Business Requirement Deliverable Section), business_requirement_deliverable_id (Deliverable)
  • business.requirement · extends an existing modelsale_order_ids (Sales Orders), sale_order_count (Sales Orders Count)
  • business.requirement.create.sale · new modelsection_ids (Deliverables Sections), totaled_method, deliverable_ids (Business Requirement Deliverables), undefined_section, has_undefined_section, applicable_section_ids (Existing Sections), business_requirement_id (Business Requirement)

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: 2026-11-03
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

Usage

Source · Odoo 18.0
  • Go to Business Requirement \> Business Requirement.
  • Open the business requirement you want to quote.
  • Click on "Create Quotation" button.
  • On the wizard popup, mark the sections you want to quote, and the deliverables belonging to that section will be marked, or directly mark individual ones.
  • There will be a special "Undefined section" checkbox at the end of the "Sections" group for marking/unmarking deliverables without section.
  • Click on "Create" for generating the quotation.
  • You will be redirected to the newly created draft sales order (quotation).

You can navigate since this moment to all the created quotations:

  • Go to Business Requirement \> Business Requirement.
  • Open the business requirement that has been quoted.
  • Look for the smart-button "Sales" on the upper-right part of the form.
  • Click on it for going to the quotation/sales order list.

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.