OdooWiki OCA HUB

Invoice Tier Validation

account_invoice_tier_validation folder_open OCA/account-invoicing open_in_new
Invoices License: AGPL-3

This module extends the functionality of Invoices to support a tier validation process.

auto_awesome What this module does

AI-generated from the code · Odoo 12.0

Adds a multi-step approval (tier validation) process to customer and vendor invoices, so invoices in draft must be reviewed and validated by designated reviewers before they can be opened or paid.

This module brings the tier validation workflow to invoices. On both customer and vendor invoice forms, a "Request Validation" button appears while the invoice is still in draft, and a "Restart Validation" button lets you start the review again. When an invoice is waiting for approval, a warning banner shows on the form with "Validate" and "Reject" buttons, visible only to users who are allowed to review. A green banner confirms the invoice has been validated, and a red banner shows it has been rejected. The list of reviewers and their decisions appears in a dedicated review section above the chatter.

Business rules are enforced automatically: invoices can only move from draft to open or paid once validation is complete, and while an invoice is under validation most fields are locked to prevent changes. A few fields such as the journal entry link, dates and reference remain editable in that situation.

In the invoice search view, new filters help you find invoices that need your review, invoices with validation in progress, validated invoices and rejected invoices. Tier definitions can be configured for invoices, and a demo definition routes invoice reviews to the accounting manager group.

Depends on

accountbase_tier_validation

Required by other modules

account_invoice_tier_validation_approveraccount_invoice_tier_validation_forward
Models and fields (2)
  • account.invoice · new model
  • tier.definition · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 12.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 12.0

Configuration

Source · Odoo 12.0

To configure this module, you need to:

  • Go to Settings > Technical > Tier Validations > Tier Definition.
  • Create as many tiers as you want for Invoice model.

Usage

Source · Odoo 12.0
  • Create a Invoice triggering at least one "Tier Definition".
  • Click on Request Validation button.
  • Under the tab Reviews have a look to pending reviews and their statuses.
  • Once all reviews are validated click on Validate.

Additional features:

  • You can filter the Invoices requesting your review through the filter Needs my Review.
  • User with rights to confirm the Invoice (validate all tiers that would be generated) can directly do the operation, this is, there is no need for her/him to request a validation.

No verified information in OCA: Installation.

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.