Skip to main content

Convert Business Requirement into Sales Orders

Project description

Beta License: AGPL-3 OCA/business-requirement Translate me on Weblate Try me on Runboat

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

Table of contents

Usage

  1. Go to Business Requirement > Business Requirement.

  2. Open the business requirement you want to quote.

  3. Click on “Create Quotation” button.

  4. 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.

  5. There will be a special “Undefined section” checkbox at the end of the “Sections” group for marking/unmarking deliverables without section.

  6. Click on “Create” for generating the quotation.

  7. You will be redirected to the newly created draft sales order (quotation).

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

  1. Go to Business Requirement > Business Requirement.

  2. Open the business requirement that has been quoted.

  3. Look for the smart-button “Sales” on the upper-right part of the form.

  4. Click on it for going to the quotation/sales order list.

Known issues / Roadmap

  • The widget many2many_checkboxes has a bug that avoids to refresh contents when checkboxes are unmarked programatically, so when you remove some sections on the sales order creation wizard, they won’t be reflected in screen.

  • Include an event when checking/unchecking deliverable for updating sections accordingly.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

  • Tecnativa:

    • Alexandre Diaz

    • Pedro M. Baeza

    • Victor M.M. Torres

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/business-requirement project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

File details

Details for the file odoo12_addon_business_requirement_sale-12.0.1.0.0.99.dev14-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo12_addon_business_requirement_sale-12.0.1.0.0.99.dev14-py3-none-any.whl
Algorithm Hash digest
SHA256 02b39d88f4b5599a9e7491f5738bd9e63a4708b7c8c36c4a848fbae3c2c571c7
MD5 702d7308ff1755536c503c24e89e4f3e
BLAKE2b-256 4850b7d6c2704a91c2b65f4affcb058eb1963b808949a168948f340e2171399b

See more details on using hashes here.

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page