odoo10-addon-purchase-stock-picking-return-invoicing 10.0.1.0.1

Add an option to refund returned pickings

Purchase Stock Picking Return Invoicing

This module extends the functionality of purchase orders to better manage supplier returns and refunds.

In the purchase order you are able to display, for each line:

• Quantity to Bill, and Quantity to Refund as separate fields. 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.

• Billed Quantity and Refunded Quantity, as separate fields.

• Received Quantity and Returned Quantity, as separate fields.

Usage

Case 1: When you return to a supplier some products, and you have not yet received the bill from the supplier

1. Go to Purchases > Purchase > Purchase Orders > Create.

2. Choose a supplier and add a product whose Control Purchase Bills is On received quantities, and input some quantity to purchase.

3. Confirm the purchase order.

4. Go to Shipment > Validate > Apply so as to receive the quantities ordered.

5. Press the button Return.

6. In the wizard Reverse Transfer set Quantity to the quantity to be returned. Press Return to complete the wizard.

7. On the return picking press Validate > Apply.

8. Go back to the purchase order. You will notice that the field Returned Qty is now the quantity that was returned. The field Quantity to Bill will show the quantity received less the quantity returned.

9. Press the button Vendor Bills to create the vendor bill.

10. The proposed vendor bill will be proposed for the difference between the received and the returned quantity.

Case 2: When you return to a supplier some products, and you have already received a bill from the supplier.

1. Go to Purchases > Purchase > Purchase Orders > Create.

2. Choose a supplier and add a product whose Control Purchase Bills is On received quantities, and input some quantity to purchase.

3. Confirm the purchase order.

4. Go to Shipment > Validate > Apply so as to receive the quantities ordered.

5. Go back to the purchase order. Press the button Vendor Bills to create the vendor bill.

6. The proposed vendor bill will be proposed for the quantity received. The Invoice Status is now ‘Invoice Received’

7. Go to the original incoming shipment

8. Press the button Return.

9. In the wizard Reverse Transfer set Quantity to the quantity to be returned. Press Return to complete the wizard.

10. On the return picking press Validate > Apply.

11. Go back to the purchase order. It will have Invoice Status as ‘Waiting Invoices’. You will notice that the field Returned Qty is now the quantity that was returned. The field Qty to Refund is now the showing the quantity returned that was previously billed.

12. Press the button Refunds to create the vendor refund bill.

13. The proposed vendor refund bill will be proposed for the quantity that is to be refunded.

14. If you back to the purchase order, you will notice that Invoice Status is now ‘Invoiced Received’, even when the quantity ordered does not match with the quantity invoiced, because you did return some products.

Remark: As part of the 3-way match process, if you accept that you will not claim for a refund for the quantity returned to the supplier, just set the purchase status as ‘Done’ at the end of the process, and the quantity to invoice for the items will be set to 0 (because you have accepted the discrepancies).

Known issues / Roadmap

• The functionality of return processing with refunds was being discussed with Odoo here: https://github.com/odoo/odoo/issues/13974.

• This only works for first level returns. Successive returns won’t be reflected, neither on received quantity nor returned quantity.

Bug Tracker

Bugs are tracked on GitHub Issues. 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 feedback.

Credits

Images

• Odoo Community Association: Icon.

Contributors

• Eficent <http://www.eficent.com>:

  • Jordi Ballester Alomar <[e-mail]>

• Tecnativa <https://www.tecnativa.com>

  • Pedro M. Baeza

Maintainer

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.