How 3 Way Matching Feature Works in Odoo 15 Purchase Module
- 1. www.cybrosys.com 3 Way Matching in Odoo 15 - Purchase
- 2. INTRODUCTION ❖ 3-Way matching functionality comes in handy to determine the validity of the vendor bill and to determine whether it should be paid. ❖ The feature allows you to compare the data appearing on the purchase order, receipt, and vendor's bill. ❖ It also prevents the customer from paying fake vendor bills. Firstly we have to enable it from the settings of the Purchase Module. ❖ The extremely business oriented Odoo software completely supports each of the purchase operations in a well secure manner.
- 3. ❖ The advanced Purchase module in the platform has the ability to make sure that your company only pays the bills for the products which are delivered to the company. ❖ This predefined functionality in the Odoo can be activated from the Purchase > settings
- 4. ❖ In the settings window of the Purchase module you can view the 3-way matching: purchases, receptions and bills option under its Invoicing.Enable the option and save your changes. ❖ When we activate this option in the settings, data will be updated in the vendor bill, whether the bill ‘should be paid or not.
- 5. ❖ By activating this method, the Odoo system will compare the information displayed in the Purchase Order, information appearing on the Receipts and Vendor Bills to make sure that you only pay bills for which you received the products you ordered. ❖ This feature also assists you to prevent paying incorrect or fake vendor bills. Goto Orders > Purchase Orders
- 6. ❖ Create a purchase order by clicking CREATE button.
- 7. ❖ CONFIRM your purchase order and Click on RECEIVE PRODUCTS
- 8. ❖ From picking suppose we are received 3 instead of 4.Let’s validate the operation.
- 9. ❖ Now comeback to the purchase order,Click on CREATE BILL for creating bill for the picking operation.
- 10. ❖ Now under the Other Information section of the Vendor Bill you can view the option Should Be Paid option as highlighted in the below image and where you can view that the value of Should Be Paid field is automatically set to the corresponding value.
- 11. ❖ Now here I am trying to create bill for 4 quantity instead of 3(Received quantity) > Save your bill.
- 12. ❖ From Other Info tab we will get Exception for Should be paid field.that means there is a difference in bill and received quantities.
- 13. ❖ We have three default options here: ○ Yes: Pay the bill, you have received the quantity of product. ○ No: Don't pay the bill because you have not received the product. ○ Exception: Difference in the ordered, billed, and received quantities of products. ❖ This way Odoo manages whether you want to proceed with the bill payment or not.
- 14. For More Details Check our company website for related blogs and Odoo book. Purchase - Odoo 15 Enterprise Book Check our YouTube channel for functional and technical videos in Odoo. 3 Way Matching in Odoo 15 Purchase
- 16. Thank You