Sale Automatic Workflow - Payment Mode
This module is a glue for Account Payment Sale (of the OCA/bank-payment project) and Sale Automatic Workflow.
When a payment mode is associated with an automatic workflow, this one is automatically selected for the sales orders using this method.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Links payment modes to automatic sales workflows, so the right workflow is chosen automatically on sales orders. It also makes automatic invoice payment use the payment mode's type, method and journal.
This module connects two existing features: payment modes (how customers pay) and automatic sales workflows (rules that move quotations and orders forward on their own).
On each payment mode you now get an extra field called Automatic Workflow. You can set it on the payment mode form and see it in the payment mode list. Once a payment mode is linked to a workflow, any sales order using that payment mode automatically gets that workflow selected, so users do not have to pick it manually.
It also affects the scheduled job that processes sales orders and invoices automatically. When an invoice is paid automatically, the payment is created using the payment type, payment method and journal defined on the invoice's payment mode. If a payment mode has no fixed journal set, the automatic payment for that invoice is skipped and a message is written in the log instead of failing.
In short: fewer manual choices on sales orders, and automatic payments that follow the payment mode configuration. It touches account.payment.mode, sale.order and the automatic workflow job.
Required by other modules
Models and fields (3)
- sale.order · extends an existing modelworkflow_process_id
- account.payment.mode · extends an existing modelworkflow_process_id (Automatic Workflow)
- automatic.workflow.job · 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: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 19.0Installation
Source · Odoo 19.0As soon as both Account Payment Mode and Sale Automatic Workflow are installed, this module is installed.
Configuration
Source · Odoo 19.0The automatic workflow associated to a payment mode can be chosen in the configuration of the payment modes in the Invoicing configuration menu.
Usage
Source · Odoo 19.0When a payment mode is selected on a sales order, if it has an automatic workflow, the sales order will use it.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.