[IMP] purchase: update 3_way_matching.rst to 12.0

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Yannick Tivisse 2018-05-11 10:00:16 +02:00
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Determine if a vendor bill should be paid (3-way matching)
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Determine when to pay a vendor bill with 3-way matching
=======================================================
In some industries, you may receive a bill from a vendor before
receiving the ordered products. However, the bill should maybe not be
paid until the products have actually been received.
receiving the ordered products. However, you might not want to pay it
until the products have been received.
To define whether the vendor bill should be paid or not, you can use
what is called the **3-way matching**. It refers to the comparison of
the information appearing on the Purchase Order, the Vendor Bill and the
Receipt.
what we call *3-way matching*. It refers to the comparaison of the
information appearing on the *Purchase Order*, the *Vendor Bill*
and the *Receipt*.
The 3-way matching helps you to avoid paying incorrect or fraudulent
The 3-way matching helps you avoid paying incorrect or fraudulent
vendor bills.
Configuration
-------------
=============
Go in :menuselection:`Purchase --> Configuration --> Settings`
and activate the 3-way matching.
For this feature to work, go to :menuselection:`Purchases -->
Configuration --> Settings` and activate the *3-way matching* feature
.. image:: media/3_way_matching01.png
:align: center
:width: 6.50000in
:height: 0.70833in
Should I pay the vendor bill?
=============================
Should I pay this vendor bill?
------------------------------
With the feature activated you will have a new *Should be paid* line
appear on the vendor bill under the *Other info* tab.
Once this setting has been activated, a new information appears on the
vendor bill, defining whether the bill should be paid or not. There are
three possible values:
*Use case 1*: I have received the ordered products.
That way Odoo let's you easily know if you should pay the vendor bill or
not.
.. image:: media/3_way_matching02.png
:align: center
:width: 2.26042in
:height: 0.28125in
*Use case 2*: I have not received the ordered products.
.. image:: media/3_way_matching03.png
:align: center
:width: 2.03125in
:height: 0.26042in
*Use case 3*: the quantities do not match across the Purchase Order,
Vendor Bill and Receipt.
.. image:: media/3_way_matching04.png
:align: center
:width: 1.92708in
:height: 0.34375in
.. tip::
The status is defined automatically by Odoo. However, if you want
to define this status manually, you can tick the box *Force Status* and
then you will be able to set manually whether the vendor bill should be
paid or not.
.. image:: media/3_way_matching05.png
:align: center
:width: 1.92708in
:height: 0.34375in
The status is defined automatically by Odoo. However, if you want to
define this status manually, you can tick the box Force Status and then
you will be able to set manually whether the vendor bill should be paid
or not.

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