diff --git a/purchase/purchases/rfq.rst b/purchase/purchases/rfq.rst index 8bedce314..58a742bcf 100644 --- a/purchase/purchases/rfq.rst +++ b/purchase/purchases/rfq.rst @@ -11,3 +11,4 @@ Request for Quotations rfq/cancel rfq/approvals rfq/analyze + rfq/3_way_matching \ No newline at end of file diff --git a/purchase/purchases/rfq/3_way_matching.rst b/purchase/purchases/rfq/3_way_matching.rst new file mode 100644 index 000000000..9f34e65cb --- /dev/null +++ b/purchase/purchases/rfq/3_way_matching.rst @@ -0,0 +1,67 @@ +================================================================= +How to determine if a vendor bill should be paid (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. + +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. + +The 3-way matching helps you to avoid paying incorrect or fraudulent +vendor bills. + +Configuration +------------- + +Go in :menuselection:`Purchase --> Configuration --> Settings` +and activate the 3-way matching. + +.. image:: media/3_way_matching01.png + :align: center + :width: 6.50000in + :height: 0.70833in + + +Should I pay this vendor bill? +------------------------------ + +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. + +.. 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 diff --git a/purchase/purchases/rfq/media/3_way_matching01.png b/purchase/purchases/rfq/media/3_way_matching01.png new file mode 100644 index 000000000..575570606 Binary files /dev/null and b/purchase/purchases/rfq/media/3_way_matching01.png differ diff --git a/purchase/purchases/rfq/media/3_way_matching02.png b/purchase/purchases/rfq/media/3_way_matching02.png new file mode 100644 index 000000000..0b475292b Binary files /dev/null and b/purchase/purchases/rfq/media/3_way_matching02.png differ diff --git a/purchase/purchases/rfq/media/3_way_matching03.png b/purchase/purchases/rfq/media/3_way_matching03.png new file mode 100644 index 000000000..caf041416 Binary files /dev/null and b/purchase/purchases/rfq/media/3_way_matching03.png differ diff --git a/purchase/purchases/rfq/media/3_way_matching04.png b/purchase/purchases/rfq/media/3_way_matching04.png new file mode 100644 index 000000000..e929d6d88 Binary files /dev/null and b/purchase/purchases/rfq/media/3_way_matching04.png differ diff --git a/purchase/purchases/rfq/media/3_way_matching05.png b/purchase/purchases/rfq/media/3_way_matching05.png new file mode 100644 index 000000000..371e0a83a Binary files /dev/null and b/purchase/purchases/rfq/media/3_way_matching05.png differ