68 lines
2.0 KiB
ReStructuredText
68 lines
2.0 KiB
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How to determine if a vendor bill should be paid (3-way matching)
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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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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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The 3-way matching helps you to avoid paying incorrect or fraudulent
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vendor bills.
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Configuration
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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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.. 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 this vendor bill?
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------------------------------
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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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.. 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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