Merge pull request #327 from odoo/12.0-Purchase-bills-jub

[IMP] Purchase : bills v12

purchase/purchases/rfq/bills.rst

@@ -1,227 +1,50 @@
-======================
+============
-Control supplier bills
+Bill Control
-======================
+============
 
-The **Purchase** application allows you to manage your purchase orders,
+With Odoo, you can define a setting to help the control of your bills.
-incoming products, and vendor bills all seamlessly in one place.
+*Bill Control* lets you choose if the supplier sends you the bill
-
+before or after you receive the goods.
-If you want to set up a vendor bill control process, the first thing you
-need to do is to have purchase data in Odoo. Knowing what has been
-purchased and received is the first step towards understanding your
-purchase management processes.
-
-Here is the standard work flow in Odoo:
-
-1.  You begin with a **Request for Quotation (RFQ)** to send out to your
-    vendor(s).
-
-2.  Once the vendor has accepted the RFQ, confirm the RFQ into a
-    **Purchase Order (PO)**.
-
-3.  Confirming the PO generates an **Incoming Shipment** if you purchased
-    any stockable products.
-
-4.  Upon receiving a **Vendor Bill** from your Vendor, validate the bill
-    with products received in the previous step to ensure accuracy.
-
-This process may be done by three different people within the company,
-or only one.
 
 Configuration
 =============
 
-Installing the Purchase and Inventory applications
+For this feature to work, go to :menuselection:`Purchases -->
---------------------------------------------------
+Configuration --> Settings` and select which way you want to control your
-
+bills.
-From the **Apps** application, search for the **Purchase** module and
-install it. Due to certain dependencies, installing purchase will
-automatically install the **Inventory** and **Accounting** applications.
-
-Creating products
------------------
-
-Creating products in Odoo is essential for quick and efficient
-purchasing within Odoo. Simply navigate to the **Products** submenu under
-**Purchase**, and click **Create**.
-
-.. image:: media/bills03.png
-    :align: center
-
-When creating the product, Pay attention to the **Product Type** field,
-as it is important:
-
--   Products that are set as **Stockable** or **Consumable** will allow you
-    to keep track of their inventory levels. These options imply
-    stock management and will allow for receiving these kinds of
-    products.
-
--   Conversely, products that are set as a **Service** or **Digital Product**
-    will not imply stock management, simply due to the fact that
-    there is no inventory to manage. You will not be able to receive
-    products under either of these designations.
-
-.. tip::
-    It is recommended that you create a **Miscellaneous** product for all 
-    purchases that occur infrequently and do not require inventory 
-    valuation or management. If you create such a product, it is recommend 
-    to set the product type to **Service**.
-
-Managing your Vendor Bills
-==========================
-
-Purchasing products or services
--------------------------------
-
-From the purchase application, you can create a purchase order with as
-many products as you need. If the vendor sends you a confirmation or
-quotation for an order, you may record the order reference number in the
-**Vendor Reference** field. This will enable you to easily match the PO
-with the the vendor bill later (as the vendor bill will probably include
-the Vendor Reference)
-
-.. image:: media/bills04.png
-    :align: center
-
-Validate the purchase order and receive the products from the **Inventory**
-application.
-
-Receiving Products
-------------------
-
-If you purchased any stockable products that you manage the inventory
-of, you will need to receive the products from the **Inventory** application
-after you confirm a purchase order. From the **Inventory** dashboard, you
-should see a button linking you directly to the transfer of products.
-This button is outlined in red below:
-
-.. image:: media/bills07.png
-    :align: center
-
-Navigating this route will take you to a list of all orders awaiting to
-be received.
-
-.. image:: media/bills05.png
-    :align: center
-
-If you have a lot of awaiting orders, apply a filter using the search
-bar in the upper right. With this search bar, you may filter based on
-the **Vendor** (or **Partner**), the product, or the source document, also known as
-the reference of your purchase order. You also have the capability to
-group the orders by different criteria under **Group By**. Selecting an
-item from this list will open the following screen where you then will
-receive the products.
-
-.. image:: media/bills02.png
-    :align: center
-
-Purchasing **Service** products does not trigger a delivery order.
-
-Managing Vendor Bills
----------------------
-
-When you receive a **Vendor Bill** for a previous purchase, be sure to
-record it in the **Purchases** application under the **Control Menu**. You
-need to create a new vendor bill even if you already registered a
-purchase order.
-
-.. image:: media/bills06.png
-    :align: center
-
-The first thing you will need to do upon creating a **Vendor Bill** is to
-select the appropriate **Vendor** as this will also pull up any associated
-accounting or pricelist information. From there, you can choose to
-specify any one or multiple purchase orders to populate the vendor bill
-with. When you select a purchase order from the list, Odoo will pull any
-uninvoiced products associated to that purchase order and automatically
-populate that information below. If you are having a hard time finding
-the appropriate vendor bill, you may search through the list by
-inputting the vendor reference number or your internal purchase order
-number.
 
 .. image:: media/bills01.png
     :align: center
 
-While the invoice is in draft state, you can make any modifications you
+Change the control policy
-need (i.e. remove or add product lines, modify quantities, and change
+=========================
-prices).
 
-.. note:: 
+While the setting above will be your default method of bill control, you
-    Your vendor may send you several bills for the same purchase order if:
+can always select which way you want to invoice your product on each
+product page under the *Purchase* tab.
 
-    1. Your vendor is in back-order and is sending you invoices as they 
+You might want to use different settings for different types of
-       ship the products.
+products.
 
-    2. Your vendor is sending you a partial bill or asking for a deposit.
+.. image:: media/bills02.png
-
-Every time you record a new vendor bill, Odoo will automatically
-populate the product quantities based on what has been received from the
-vendor. If this value is showing a zero, this means that you have not
-yet received this product and simply serves as a reminder that the
-product is not in hand and you may need to inquire further into this. At
-any point in time, before you validate the vendor bill, you may override
-this zero quantity.
-
-Vendor Bill Matching
-====================
-
-What to do if your vendor bill does not match what you received
----------------------------------------------------------------
-
-If the bill you receive from the vendor has different quantities than
-what Odoo automatically populates as quantities, this could be due to
-several reasons:
-
--   The vendor is incorrectly charging you for products and/or services
-    that you have not ordered.
-
--   The vendor is billing you for products that you might not have
-    received yet, as the invoicing control may be based on ordered or
-    received quantities.
-
--   Or the vendor did not bill you for previously purchased products.
-
-In these instances it is recommended that you verify that the bill, and
-any associated purchase order to the vendor, are accurate and that you
-understand what you have ordered and what you have already received.
-
-If you are unable to find a purchase order related to a vendor bill,
-this could be due to one of a few reasons:
-
--   The vendor has already invoiced you for this purchase order,
-    therefore it is not going to appear anywhere in the selection.
-
--   Someone in the company forgot to record a purchase order for this
-    vendor.
-
--   Or the vendor is charging you for something you did not order.
-
-How product quantities are managed
-----------------------------------
-
-By default, services are managed based on ordered quantities, while
-stockables and consumables are managed based on received quantities.
-
-If you need to manage products based on ordered quantities over received
-quantities, you will need to enable **Debug Mode** from the **About Odoo**
-information. Once debug mode is activated, select the product(s) you
-wish to modify, and you should see a new field appear, labeled **Control
-Purchase Bills**.
-
-.. image:: media/bills08.png
     :align: center
 
-You can then change the default management method for the selected
-product to be based on either:
 
--  Ordered quantities
+Verify your Vendor Bill
+=======================
 
--  Received quantities
+If you didn’t receive any of your product yet on *Purchase Order*
+under the *Shipment* tab,
 
-Batch Billing
+.. image:: media/bills03.png
--------------
+    :align: center
+
+
+Depending on the billing policy defined above. If you're supposed to be
+billed based on ordered quantity, Odoo will suggest a bill for the
+number of units ordered. If you're supposed to be billed based on the
+received quantities, Odoo will suggest a bill for 0 as shown above.
+
+.. image:: media/bills04.png
+    :align: center
 
-When creating a vendor bill and selecting the appropriate purchase
-order, you may continue to select additional purchase orders and Odoo
-will add the additional line items from that purchase order. If you
-have not deleted the previous line items from the first purchase order
-the bill will be linked to all the appropriate purchase orders.