<h1 class="title">Purchase Stock Picking Return Invoicing</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Mature" src="https://img.shields.io/badge/maturity-Mature-brightgreen.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/13.0/purchase_stock_picking_return_invoicing"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/account-invoicing-13-0/account-invoicing-13-0-purchase_stock_picking_return_invoicing"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/95/13.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module extends the functionality of purchase orders to better manage supplier returns and refunds.</p> <p>In the purchase order you are able to display, for each line:</p> <ul class="simple"> <li>Billed Quantity and Refunded Quantity, as separate fields.</li> <li>Received Quantity and Returned Refundable Quantity, as separate fields.</li> </ul> <p>You have the option to create a vendor bill or a refund. In the bill or refund the correct quantity will be proposed, based on those fields.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#usage" id="id1">Usage</a></li> <li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id4">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> </ul> </li> </ul> </div> <a name="usage"></a> <h2><a class="toc-backref" href="#id1">Usage</a></h2> <p>Case 1: When you return to a supplier some products, and you have not yet received the bill from the supplier</p> <ol class="arabic simple"> <li>Go to <em>Purchases &gt; Purchase &gt; Purchase Orders &gt; Create</em>.</li> <li>Choose a supplier and add a product whose <em>Control Purchase Bills</em> is <em>On received quantities</em>, and input some quantity to purchase.</li> <li>Confirm the purchase order.</li> <li>Go to <em>Shipment &gt; Validate &gt; Apply</em> so as to receive the quantities ordered.</li> <li>Press the button <em>Return</em>.</li> <li>In the wizard <em>Reverse Transfer</em> set <em>Quantity</em> to the quantity to be returned. Press <em>Return</em> to complete the wizard. <strong>IMPORTANT</strong>: You have to mark &quot;To refund (Update SO/PO)&quot; check before pressing the button.</li> <li>On the return picking press <em>Validate &gt; Apply</em>.</li> <li>Go back to the purchase order. You will notice that the field <em>Returned Qty</em> is now the quantity that was returned.</li> <li>Press the button <em>Create Bill</em> to create the vendor bill.</li> <li>The proposed vendor bill will be proposed for the difference between the received and the returned quantity.</li> </ol> <p>Case 2: When you return to a supplier some products, and you have already received a bill from the supplier.</p> <ol class="arabic simple"> <li>Go to <em>Purchases &gt; Purchase &gt; Purchase Orders &gt; Create</em>.</li> <li>Choose a supplier and add a product whose <em>Control Purchase Bills</em> is <em>On received quantities</em>, and input some quantity to purchase.</li> <li>Confirm the purchase order.</li> <li>Go to <em>Shipment &gt; Validate &gt; Apply</em> so as to receive the quantities ordered.</li> <li>Go back to the purchase order. Press the button <em>Create Bill</em> to create the vendor bill.</li> <li>The proposed vendor bill will be proposed for the quantity received. The <em>Billing Status</em> is now 'Fully Billed'</li> <li>Go to the original incoming shipment</li> <li>Press the button <em>Return</em>.</li> <li>In the wizard <em>Reverse Transfer</em> set <em>Quantity</em> to the quantity to be returned. Press <em>Return</em> to complete the wizard. <strong>IMPORTANT</strong>: You have to mark &quot;To refund (Update SO/PO)&quot; check before pressing the button.</li> <li>On the return picking press <em>Validate &gt; Apply</em>.</li> <li>Go back to the purchase order. It will have <em>Billing Status</em> as 'Waiting Bills'. You will notice that the field <em>Returned Qty</em> is now the quantity that was returned.</li> <li>Press the button <em>Refunds</em> to create the vendor refund bill.</li> <li>The proposed vendor refund bill will be proposed for the quantity that is to be refunded.</li> <li>If you back to the purchase order, you will notice that <em>Billing Status</em> is now 'Fully Billed', even when the quantity ordered does not match with the quantity invoiced, because you did return some products.</li> </ol> <p>Remark: If you accept that you will not claim for a refund for the quantity returned to the supplier, just leave without checking the mark &quot;To refund (Update SO/PO)&quot; on the return dialog.</p> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id2">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed <a class="reference external" href="https://github.com/OCA/account-invoicing/issues/new?body=module:%20purchase_stock_picking_return_invoicing%0Aversion:%2013.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id3">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id4">Authors</a></h3> <ul class="simple"> <li>Eficent</li> <li>Tecnativa</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id5">Contributors</a></h3> <ul class="simple"> <li>Eficent &lt;<a class="reference external" href="http://www.eficent.com">http://www.eficent.com</a>&gt;:<ul> <li>Jordi Ballester Alomar &lt;<a class="reference external" href="mailto:jordi.ballester&#64;eficent.com">jordi.ballester&#64;eficent.com</a>&gt;</li> </ul> </li> <li>Tecnativa &lt;<a class="reference external" href="https://www.tecnativa.com">https://www.tecnativa.com</a>&gt;<ul> <li>Pedro M. Baeza</li> </ul> </li> <li>Ecosoft &lt;<a class="reference external" href="https://ecosoft.co.th">https://ecosoft.co.th</a>&gt;<ul> <li>Kitti Upariphutthiphong</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id6">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/pedrobaeza"><img alt="pedrobaeza" src="https://github.com/pedrobaeza.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/13.0/purchase_stock_picking_return_invoicing">OCA/account-invoicing</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>