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Convert Business Requirement into Sales Orders

Project description

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

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 smashing 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


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