diff --git a/purchase/purchases/rfq/cancel.rst b/purchase/purchases/rfq/cancel.rst index b5136314b..86d89ad50 100644 --- a/purchase/purchases/rfq/cancel.rst +++ b/purchase/purchases/rfq/cancel.rst @@ -1,3 +1,105 @@ ================================ How to cancel a purchase order? -================================ \ No newline at end of file +================================ + +Due to misunderstandings, human errors or change of plans, it is +sometimes necessary to cancel purchase orders sent to suppliers. Odoo +allows you to do it, even if some or even all of the ordered goods +already arrived in your warehouse. + +We will first take as example the case where you order **3 iPad mini** that +haven't arrived in your transfers yet. As the installation of the +inventory application is required when using the **Purchase** module, it is +also interesting to see the case of partially delivered goods that you +want to cancel. + +Create a Purchase Order +======================= + +The first step to create a **Purchase Order** is to create a **Request for +Quotation (RFQ)** from the menu +:menuselection:`Purchases --> Purchase --> Requests for quotation`. +Confirm your RFQ to have a confirmed purchase order + +.. note:: + To learn more about the purchase order process, + read the documentation page + :doc:`../../overview/process/from_po_to_invoice` + +Cancel your Purchase Order +========================== + +Use case 1 : you didn’t receive your goods yet +---------------------------------------------- + +If you confirmed your purchase order and did not received your goods +yet, you can simply cancel the PO it by clicking the cancel button. + +.. image:: media/cancel05.png + :align: center + +Odoo will automatically cancel the outstanding shipments related to this +PO and the status bar will switch from **Purchase order** to **Cancelled**. + +.. image:: media/cancel03.png + :align: center + +Use case 2 : partially delivered goods +-------------------------------------- + +In this case, **2** of the **3 iPad Mini** arrived before you needed to cancel +the PO. + +Register good received and cancel backorder +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +The first thing to do will be to register the goods received and to +cancel the arrival of the **third iPad Mini** that is still supposed to be +shipped. From the PO, click on **Receive products** and, on the **iPad Mini +order line**, manually change the received quantities under the Column +**Done**. + +.. image:: media/cancel02.png + :align: center + +.. note:: + To learn more, see :doc:`reception` + +When clicking on **Validate**, Odoo will warn you that you have processed +less products than the initial demand (2 instead of 3 in our case) and +will ask you the permission to create a backorder. + +.. image:: media/cancel07.png + :align: center + +Click on **No backorder** to cancel the supply of the remaining product. +You will notice than the quantity to receive has been changed +accordingly and, therefore, the delivery status has switched to **Done**. + +.. image:: media/cancel04.png + :align: center + +Create reverse transfer +~~~~~~~~~~~~~~~~~~~~~~~ + +Now, you need to return the iPad Minis that you have received to your +vendor location. To do so, click on the **Reverse** button from the same +document. A reverse transfer window will pop up. Enter the quantity to +return and the corresponding location and click on **Return**. + +.. image:: media/cancel06.png + :align: center + +Process the return shipment and control that the stock move is from your +stock to your vendor location. + +.. image:: media/cancel01.png + :align: center + +When the reverse transfer is done, the status of your purchase order +will be automatically set to done, meaning that your PO has been +completely cancelled. + +.. seealso:: + * :doc:`bills` + * :doc:`reception` \ No newline at end of file diff --git a/purchase/purchases/rfq/media/cancel01.png b/purchase/purchases/rfq/media/cancel01.png new file mode 100644 index 000000000..922bda2d2 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel01.png differ diff --git a/purchase/purchases/rfq/media/cancel02.png b/purchase/purchases/rfq/media/cancel02.png new file mode 100644 index 000000000..88d912308 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel02.png differ diff --git a/purchase/purchases/rfq/media/cancel03.png b/purchase/purchases/rfq/media/cancel03.png new file mode 100644 index 000000000..07b179cf3 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel03.png differ diff --git a/purchase/purchases/rfq/media/cancel04.png b/purchase/purchases/rfq/media/cancel04.png new file mode 100644 index 000000000..89057ba40 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel04.png differ diff --git a/purchase/purchases/rfq/media/cancel05.png b/purchase/purchases/rfq/media/cancel05.png new file mode 100644 index 000000000..91b15e5f6 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel05.png differ diff --git a/purchase/purchases/rfq/media/cancel06.png b/purchase/purchases/rfq/media/cancel06.png new file mode 100644 index 000000000..d99c0f1ef Binary files /dev/null and b/purchase/purchases/rfq/media/cancel06.png differ diff --git a/purchase/purchases/rfq/media/cancel07.png b/purchase/purchases/rfq/media/cancel07.png new file mode 100644 index 000000000..b695369d6 Binary files /dev/null and b/purchase/purchases/rfq/media/cancel07.png differ