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Payment Tier Validation

account_payment_tier_validation folder_open OCA/account-payment open_in_new
Generic Modules/Payment License: AGPL-3

This module extends the functionality of Payments 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 vendor and customer payments: payments can require one or more reviewers before they can be confirmed, and users can filter payments that need their review or are already validated.

This module plugs payments into the tier validation framework already used elsewhere in Odoo. Once installed, payments (account.payment) can be configured to go through one or more approval tiers before being confirmed.

  • A payment starts in draft and must be validated by the reviewers defined in the tier configuration before it can move to the in-process or paid states. Cancelled payments are excluded from the flow.
  • The tier definition screen now also offers Payments as a selectable document type, so approval rules can be created for payments just like for other documents.
  • On the Payments list, a new optional column shows the validation status as a coloured badge: pending, rejected or validated.
  • In the Payments search filters, two new options appear: "Needs my Review" (draft payments where the current user is a reviewer) and "Validated" (payments that have completed validation and are ready to be confirmed).

The module touches the payment model and the tier definition model, and extends the standard payment search and list views. It does not change accounting entries themselves.

Depends on

accountbase_tier_validation
Models and fields (2)
  • account.payment · new model
  • tier.definition · extends an existing 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/account-payment.

terminal Installation and usage

OCA documentation · Odoo 18.0

Installation

Source · Odoo 18.0

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

Configuration

Source · Odoo 18.0

To configure this module, you need to:

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

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Create a Payment 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.

Additional features:

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