[IMP] purchase: update 3_way_matching.rst to 12.0
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==========================================================
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Determine if a vendor bill should be paid (3-way matching)
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==========================================================
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=======================================================
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Determine when to pay a vendor bill with 3-way matching
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=======================================================
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In some industries, you may receive a bill from a vendor before
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receiving the ordered products. However, the bill should maybe not be
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paid until the products have actually been received.
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receiving the ordered products. However, you might not want to pay it
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until the products have been received.
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To define whether the vendor bill should be paid or not, you can use
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what is called the **3-way matching**. It refers to the comparison of
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the information appearing on the Purchase Order, the Vendor Bill and the
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Receipt.
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what we call *3-way matching*. It refers to the comparaison of the
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information appearing on the *Purchase Order*, the *Vendor Bill*
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and the *Receipt*.
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The 3-way matching helps you to avoid paying incorrect or fraudulent
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The 3-way matching helps you avoid paying incorrect or fraudulent
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vendor bills.
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Configuration
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-------------
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=============
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Go in :menuselection:`Purchase --> Configuration --> Settings`
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and activate the 3-way matching.
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For this feature to work, go to :menuselection:`Purchases -->
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Configuration --> Settings` and activate the *3-way matching* feature
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.. image:: media/3_way_matching01.png
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:align: center
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:width: 6.50000in
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:height: 0.70833in
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Should I pay the vendor bill?
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=============================
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Should I pay this vendor bill?
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------------------------------
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With the feature activated you will have a new *Should be paid* line
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appear on the vendor bill under the *Other info* tab.
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Once this setting has been activated, a new information appears on the
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vendor bill, defining whether the bill should be paid or not. There are
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three possible values:
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*Use case 1*: I have received the ordered products.
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That way Odoo let's you easily know if you should pay the vendor bill or
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not.
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.. image:: media/3_way_matching02.png
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:align: center
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:width: 2.26042in
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:height: 0.28125in
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*Use case 2*: I have not received the ordered products.
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.. image:: media/3_way_matching03.png
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:align: center
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:width: 2.03125in
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:height: 0.26042in
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*Use case 3*: the quantities do not match across the Purchase Order,
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Vendor Bill and Receipt.
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.. image:: media/3_way_matching04.png
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:align: center
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:width: 1.92708in
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:height: 0.34375in
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.. tip::
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The status is defined automatically by Odoo. However, if you want
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to define this status manually, you can tick the box *Force Status* and
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then you will be able to set manually whether the vendor bill should be
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paid or not.
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.. image:: media/3_way_matching05.png
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:align: center
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:width: 1.92708in
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:height: 0.34375in
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The status is defined automatically by Odoo. However, if you want to
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define this status manually, you can tick the box Force Status and then
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you will be able to set manually whether the vendor bill should be paid
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or not.
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