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 Reverse.
6. In the wizard Reverse Quantity 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 Invoices 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. Press the button Invoices to create the vendor bill.
6. The proposed vendor bill will be proposed for the quantity received. The Invoice Status is now 'Invoiced'
7. Go to the original incoming shipment
8. Press the button Reverse.
9. In the wizard Reverse Quantity 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 Quantity to Refund is now the showing the quantity returned that was previously billed.
12. Press the button Refunds to create the vendor refund bill (since the field Quantity to Invoice is negative).
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', 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 is being discussed with Odoo here: https://github.com/odoo/odoo/issues/13974, so this addon may not need to be migrated to v10.
• The computation of the quantity invoiced is hacked to overcome an issue in one of the tests of Odoo. See https://github.com/OCA/OCB/pull/598
• The module purchase_stock_picking_return_invoicing_open_qty is a glue module that will be automatically installed in case the purchase_open_qty module is also installed.

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

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.