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Sale Tier Validation

sale_tier_validation folder_open OCA/tier-validation open_in_new
Sale License: AGPL-3

This module extends the functionality of Sale Orders 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 sales orders and quotations: orders can require one or more validation tiers before they can be confirmed, and printing can be blocked until approval.

This module brings the tier validation approval process to sales orders. When a quotation or sales order matches a validation rule you have configured, it must be reviewed and approved by the designated reviewers before it can move forward.

  • The Confirm button on the sales order form is hidden while the order is waiting for review or has been rejected, so users cannot confirm an unapproved order.
  • Reviewers see the order in their review list, and a "Needs my Review" filter is added to the sales order search view, along with a "Validated" filter for orders that are approved and ready to confirm.
  • Requested, accepted and rejected validation events generate internal messages on the sales order, and the same notifications are available on the sales team (crm.team) so team members can follow the approval activity.
  • In Sales settings, a new option lets you block printing of the sale order report until the order is approved. When enabled, trying to print an unapproved order raises an error saying quotation printing is blocked until the order is approved.
  • Validation rules are configured in the tier definition settings, where sale orders are now available as a model that can be validated.

The module touches sale.order, res.company, res.config.settings, tier.definition and the sale order report.

Depends on

salebase_tier_validation
Models and fields (5)
  • sale.order · new model
  • res.company · extends an existing modelsale_report_print_block
  • tier.definition · extends an existing model
  • res.config.settings · extends an existing modelsale_report_print_block
  • report.sale.report_saleorder · new 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: 8 confirmed, 1 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 19.0

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 Sale Order model.

If necessary, update the "Block Printing of Unvalidated Quotations" under Sales \> Configuration \> Settings to block the printing of quotation when the order has yet to be validated (disabled by default).

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Create a Sale 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 Order.

Additional features:

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