Provides a way to classify claims by type and to configure claim stages depending on claim types.
Includes Customer, Supplier and Other claim types by default, as well as stages configuration.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Classify CRM claims by type (Customer, Supplier, Other) and configure which claim stages apply to each type. The claim type becomes a required field on every claim.
This module adds a classification layer to claims in the CRM app. Each claim now carries a Claim Type, chosen from a list you maintain, and the type is required when saving a claim.
Where it appears in Odoo: - On the claim form, a Claim Type field is added before the date and must be filled in. - Under the Claims configuration menu you get two new entries: Claim Types (create/edit the list of types) and Stages (configure claim stages). - The Stages list can be grouped by Claim Type.
Business rules and automatic behaviour: - Three claim types are provided out of the box: Customer, Supplier and Other. - Each claim stage can be marked as "Common to All Claim Types", in which case it is proposed for every type; otherwise you must pick the specific claim type it belongs to. - When you choose a stage on a claim, only stages that are common or that match the claim's type (and the relevant team) are offered. - Stage changes on a claim are tracked in the chatter.
Areas touched: the claim record (crm.claim), claim stages (crm.claim.stage) and the new claim type list (crm.claim.type). Access to claim types is read-only for salespeople and sales managers, while the technical group can manage them.
Depends on
Menus it adds
Models and fields (3)
- crm.claim · extends an existing modelstage_id (Stage), claim_type
- crm.claim.type · new modelname, active, description
- crm.claim.stage · extends an existing modelclaim_type, claim_common (Common to All Claim Types)
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: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/crm.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0This module does not require any special configuration. It contains a predefined set of claim types.
If you want to add your own claim types, go to CRM \> Configuration \> Claim \> Claim Types.
Usage
Source · Odoo 18.0To use this module, you need to:
- Go to CRM \> After Sale \> Claims, create a claim and fill out at least Claim Subject and Claim Type fields.
- Or select an existing claim and fill out all relevant information.
No verified information in OCA: Installation.
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.