This module is part of a set of modules (Business Requirements)
Two new concepts complement the main business requirements model:
- Deliverable lines
- Resource lines
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.
Resources Lines (RL) are the different tasks or procurements needed to achieve one deliverable:
- Service tasks (Development, consultant etc.)
- Procurement of other physical goods (server, etc.)
- Procurement of other virtual goods (templates, sub-contracting, etc.)
RL directly depends on the DL.
| Concept | Deliverables are: | Resources are: |
|---|---|---|
| Target | Provided to the customer (“Functioning Website”) | Executed internally (“Server+CSS modifications”) |
| Valuation | Valued at Customer Sales Price | Valued at Cost Price |
| Usage | Used in Sales Quotations | Used in Project management or procurement management |
Business Requirement contains Deliverable lines and Deliverable line contains Resource lines. Example of a structure:
BR1 | |- DL1 | | | |- RL1 | |- RL2 | `- RL3 | |- DL2 | | | |- RL4 | |- RL5 | `- RL6 | BR2 | |- DL3 | | | |- RL7 | `- RL8 | |- DL4 | `- RL9
No specific steps required
No specific ACL are required for the module.
You can define a master project linked to the business requirement.
You have to specify a estimation price list in the master project, used for deliverable price management. If no pricelist is specified in the project, the one from the customer associated will be used.
- In the BR, you can add as many deliverable lines as necessary. Price of the deliverable lines will depend on the pricelist in master project or 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
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.
- Eric Caudal <[email protected]>
- Alex Duan <[email protected]>
- Xie XiaoPeng <[email protected]>
- Victor M. Martin <[email protected]>
This module is maintained by the OCA.
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.
To contribute to this module, please visit https://odoo-community.org.