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Purchase workflow with scanned invoices
byDear Community,
I was hoping some of you could give me a few pointers on some logic I struggle with.
To give a little context to this message, I consider myself to be (very) well-versed in the accounting side of Odoo, but I only occasionally dabble in the sales or purchase modules. I have almost zero real-life experience with those.
These days, with for example the help of QR codes, it is possible to completely automate the input of a supplier invoices – even when leaving aside sophisticated OCR processes. What I fail to understand is how all this automation is compatible with the standard purchase flow module where an invoice is generated from a purchase order.
I currently have a potential customer asking for the following workflow:
- The accounting department receives the invoice
- The accounting department scans the invoice which is then processed by Odoo.
- Upon validation, the user is warned that there are POs for this supplier.
- The accountant then links the invoice to the PO from the invoice itself, and supposedly magic ensues.
I understand my client’s logic: he has invested in high-quality scanners capable of picking up all kinds of useful information to almost fully prepare the invoice. And he wants that invoice to be linked to the related PO, ok fine. But by starting from the invoice, it seems, to the best that I can understand the code, to be totally incompatible with the purchase order line-to-invoice line link in Odoo. By the way, I totally see the advantages of Odoo working that way (multiple PO’s per invoice, etc).
And that’s why I am left confused, not really understanding how to merge these two flows which both seem to make sense.
Any clarification based on your experience would be much appreciated.
Kind regards,
Stephane
