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Account Payment Order Tier Validation

account_payment_order_tier_validation folder_open OCA/bank-payment open_in_new
Uncategorised License: AGPL-3

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

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds an approval workflow to Payment Orders: before a draft payment order can be confirmed, the reviewers you configure must validate it. A new "Needs my Review" filter helps reviewers find orders waiting for them.

This module plugs Payment Orders into Odoo's tier validation system, so a payment order can require one or more approvals before it moves forward.

  • The approval flow applies to account.payment.order: a payment order starts in draft and, once it is sent for validation, it can only move to the open state after the configured reviewers approve it.
  • Reviewers are defined through the standard tier validation configuration, which now also offers Payment Orders as a selectable document type.
  • On the Payment Orders list you get two new filters: "Needs my Review", showing the payment orders waiting for your approval, and "Validated", showing payment orders that have already been approved and are ready to be confirmed.
  • The module only adds the validation layer; it does not change amounts, bank details or payment generation itself.

It touches the account.payment.order model and the tier definition configuration model, and extends the existing Payment Orders search view.

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

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/bank-payment.

terminal Installation and usage

OCA documentation · Odoo 18.0

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

To configure this module, you need to:

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

To use this module, you need to:

  • Create a Payment Order 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 Confirm Payments.

Additional features:

  • You can filter the Payment Order requesting your review through the filter Needs my Review.
  • User with rights to confirm the Payment Order (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.
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.