OdooWiki OCA HUB

Account Move Tier Validation

account_move_tier_validation folder_open OCA/tier-validation open_in_new
Accounts License: AGPL-3

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

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds an approval workflow to invoices, bills, credit notes and refunds: before an entry can be posted it may need to be reviewed and approved by one or more tiers of reviewers. Users also get new filters to find entries waiting for their review.

This module brings the tier validation approval process to accounting entries (invoices, bills, credit notes and refunds). When a validation tier is configured for accounting entries, a draft entry can require approval before it is posted.

Where it appears in Odoo: - On the invoice/bill list view, new filters are added after the due date filter: "Needs my Review", "No Validation Requested", "Validation Not Started", "Validation In Progress" and "Validated". These help reviewers find entries waiting for them or entries whose approval has not started or is finished. - The Post button is hidden while an entry still needs validation, so users cannot post it until the approval is complete.

Automatic behaviours: - Validation runs from draft to posted: the entry must be approved before posting. - When a validation request is created, its message uses the right document name: Bill, Refund, Invoice or Credit Note, depending on the entry type. - Some technical fields are ignored when checking whether an entry changed during validation, so normal accounting updates do not break the approval.

Configuration: accounting entries (account.move) are added to the list of models that can have validation tiers, so approval rules can be set up for them in the tier definition settings.

Depends on

accountbase_tier_validation

Required by other modules

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

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 7 confirmed, 2 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 19.0

Installation

Source · Odoo 19.0

This module depends on base_tier_validation. You can find it at OCA/server-ux

Configuration

Source · Odoo 19.0

To configure this module, you need to:

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

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Create an Account 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 Post.

Additional features:

  • You can filter the Account Invoices requesting your review through the filter Needs my Review.
  • User with rights to confirm the Account 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.

Watch this video for an example of usage.

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.