3-Way Matching in Odoo18 Purchase Module: A Complete Guide

GEETHU
February 1, 2025
3-way-matching-odoo-18-purchase-module

The vendor bill tool of Odoo version18 enables users to document supplier invoice data that connects to both odoo18 3-way matching in purchase orders and receipts. The system enables proper expense control by handling vendor invoices while it tracks financial records accurately for billet payments and transaction costs.

Odoo18 implements Three-way matching as a system that verifies accuracy by comparing the three essential documents including Purchase Orders and Vendor Bills and Receipts. The vendor bill must match the purchase order regarding items and prices while showing receipt of all expected products for this verification process. The process creates less discrepancies while improving accuracy and minimizing both overpayment risks and potential fraud incidents.

Explaining the invoicing process through 3-Way Matching for the Odoo18 purchase module in the following document. The Purchase Order and Vendor Bill together with the Receipt will help determine if you need to pay the bill under the 3-Way Matching process while you decide to wait for goods delivery before making payment. Under particular circumstances organizations can implement three-way matching. The tool protects you from making payments to suppliers for wrong or deceptive invoices.

You will be able to enable 3-way matching only after you change the bill control policy to Received Quantities. The purchasing platform of Odoo allows companies to set up two types of bill control rules which either validate received quantities or ordered quantities.

transaction verification when using Ordered Quantities as your policy. All recorded amounts on the draft vendor bill correspond exactly to the quantities delivered to customers. You should create vendor bills in the Received Quantities after your business receives ordered products. The payment option becomes available based on the received amount for vendor bills.

Vendor Bills

create-vendor-bills-odoo-18

Through Settings tab you can select appropriate Bill Control parameters and they will become the default for all new goods. From the product detail page users have an opportunity to customize the predefined control policy set for their product.

The product application Drawer. The purchase tab of the product interface provides users with control policy settings to determine the bill control parameters of the product.

bill-control-parameters-odoo-18

We will establish 3-way matching system at this time. The purchase module’s configuration settings in the invoicing session provide access to perform this function.

configuration-invoicing-odoo-18

Next we need to create either a quotation for the vendor or a purchase order by utilizing the received quantity control policy of this product. The illustration demonstrates how quotation developers have made one for vendor Aka Foster. The company directed the vendor to provide 10 units of Drawer. The order’s unit price together with total price become visible on this screen. Confirm the RFQ.

odoo-18-purchase-module

Users can obtain their products after ordering confirmation. For that open Receipt. The document reveals the exact count of delivered items. Users must click Validate to obtain the product Drawer containing 10 quantities.

Users can initiate creation only after receiving delivery of goods. can find a new button designated as Create Bills within the purchase order system.

vendor-bills-purchase-odoo-18

Fig.1 shows the Draft bill. It contains 10 quantities of items. The received quantities need to under the bill’s Other Info section. The document contains ten units as its quantification element. The bill shows 10 quantities as the received amounts. You should review the Other Information section of the bill.

draft-bill-odoo-18

After enabling this feature users can view minimal payments information beneath Other details in the order tabs of vendor bills. The calculated received values match exactly with the billed values for this example. The Should be Paid value appears as Yes.

odoo-18-purchase-module-bills

Let’s edit the bill quantity. The user demonstrates the change in quantity value to 12 as seen in the illustration underneath. The user creates a bill that contains 12 quantities although only 10 of these quantities were received.

create-bill-with-12-items-odoo-18

Users should inspect the Other Info section to see the Should be Paid information. In the displayed information the recipient obtained ten items only. The ‘should be paid’ amount becomes an exception when the user accidently enters more quantities in a bill.

3-way-matching-odoo-18-purchase-module

Users have access to three predefined options within the Should be Paid field during Normal operations. The bill payment process is mandatory since you need it to receive what you want.

A payment marked with paid triggers the Should status to become permanently No. An exception exists because the amount billed differs from the received and purchased quantities.
The quantities between invoiced amount and received amount and purchased amount remain separate. The system provides us with a method to spot billing errors and prevent vendor expense scams.

The answer to lies at no because it serves as an extra selection. Forcing the selection occurs but a system entry of “Paid” payment as stored value may lead us to mistake it as a forced status.

The core function of Odoo18 3-way matching in purchase involves three-way matching that minimizes chances of fraud through verified correspondence between purchase orders and vendor bills and receipts. The automation of the comparison process in businesses enables more efficient operations while helping manage finances better thus saving time and effort.

Do you have questions on how 3-way matching works in the odoo18 purchase module? do you want help? Transines Solutions assists you with advancing your business communication effectively Get a free Odoo Consultation now our consultants offer expert guidance on implementing Odoo to your business requirements Reach out to us today and get on your journey to greater efficiency and success.



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