The 3-way matching in Odoo helps to determine if a vendor bill should be paid or not. This scenario mostly comes helpful when a vendor bill is received before the actual goods arrive. The feature allows us to check the data in the order, receipt and the vendor's bill are the same. By validating Purchase order, Vendor bill, and receipt simultaneously, it prevents customers from paying fake bills to the merchants.

If the 3-way matching is enabled, an extra field gets added in the bill to show the status of the bill, if the bill is paid or not.

We find three options here,

1. Should be paid – Yes, you have received the product as well.

2. Should be paid –No, if the products have not received yet

3. Should be Paid- Exception, if there is a mismatch in the data in the bill, order and received products.

Configurations

Goto Purchase -> Configuration ->3-way matching

Let's check the scenarios with examples,
1. Create a Request For Quotation(RFQ). In the Vendor Bills ensure that the Control Policy is on received quantities.


In the created RFQ, we have requested 8 products, the next step is Receiving the product. Now skip it and create a bill and in the bill go to other information tab. 

We can see that here Should be paid status is ‘YES’ because in the bill the quantity is zero, as shown in the below images.

 



Now if we change the quantity in the bill (say quantity 6 here), then the status changes as ‘NO’ since we haven’t received any items.



The third status option Should be paid Exception indicates when there occurs an incomplete supply since the supplier has sufficient quantity in hand.

For example, let's create a new RFQ and  Receive half of the required quantities.


Then create a bill for the total required quantities. The status shows as an exception since there is an exception for the payment to the vendor.


If we want to manually change the status of the bill, we can do it by clicking the status that is available in the drop-down in Should be paid option.

For any Odoo support, new implementation or upgrade to Odoo13, we provide the best Odoo services with 100% client satisfaction. For any queries drop your mail at [email protected] To explore more about us feel free to  get in touch with us . 

 

 



in Odoo

You can count on us for assistance with Odoo whenever you need it.

About us

As an Odoo ERP Company, Odox provides a virtual library for Odoo researchers. We pen down the most recent and relevant topics on Odoo as well as other technologies,with valuable insights and thought by our experts. Our major articles include ERP system implementation blogs, benefits of different Odoo modules, Odoo applications development etc. Learn more about Odox SoftHub at  www.odoxsofthub.com

Follow Us
Archives

A great way to catch your reader's attention is to tell a story.
Everything you consider writing can be told as a story.

Great stories have personality. Consider telling a great story that provides personality. Writing a story with personality for potential clients will assists with making a relationship connection. This shows up in small quirks like word choices or phrases. Write from your point of view, not from someone else's experience.

Great stories are for everyone even when only written for just one person. If you try to write with a wide general audience in mind, your story will ring false and be bland. No one will be interested. Write for one person. If it’s genuine for the one, it’s genuine for the rest.

Referral Management In Odoo13