| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 715 |
| Technical Name |
skit_three_way_matching |
| License | OPL-1 |
| Website | http://www.srikeshinfotech.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 715 |
| Technical Name |
skit_three_way_matching |
| License | OPL-1 |
| Website | http://www.srikeshinfotech.com |
Three Way Matching
Flexible matching of orders, receipts, bills.
Explore This Module
Overview
Three-way matching module allows users to match manually created receipts and bills with purchase orders, updating respective records; Undo functionality reverses the linkage, removing the receipt/bill from the purchase order and updating the match date.
Key Features
Seamless Integration with Purchase Orders, Receipts, and Bills: Integrates receipts, bills, and purchase orders for streamlined finance.
Automated Record Updating: Automatic record updates maintain financial data integrity organization-wide.
Undo Functionality for Flexible Corrections: Enables reversing receipt/bill-purchase order linkages for corrections.
Screenshots
The purchase module will feature a three-way matching menu, empowering users to kickstart their matching process between purchase orders, receipts and bills.
Once the user selects a vendor, the product field will automatically display items associated with purchase orders for that vendor.
Upon selecting a product, clicking on the PO number field will trigger a filter that displays only the purchase orders containing that specific product for the chosen vendor.
Note: If the user opts to click directly on the PO number field after selecting the vendor, without choosing a specific product, the system will display all purchase orders created for the selected vendor, disregarding any product-specific filters. After selecting a PO number, clicking on the product field will reveal the products included in that specific purchase order.
If the vendor is not selected, the PO number and product fields will remain empty, with no options provided until a vendor is chosen.
Upon selecting the vendor, product, and PO number, the user can click the "set" button, which will then showcase the corresponding record under the "To be matched" tab.
Note: Once the user chooses the vendor and hits the "set" button, the "To be matched" tab will display the PO details created for that specific vendor, without requiring the user to select the product and PO beforehand.
When the checkbox in the respective PO line is checked, the system will populate the grid views with receipts and bills containing the corresponding products. It's important to note that only receipts and bills marked as "done" and "posted" will be included.
Upon selecting a receipt or bill, users can click the "Match" button, facilitating the matching process with the respective PO.
The above action will update the chosen receipts or bills within the corresponding PO automatically.
When the PO and receipt/bill are matched, the matching date will be updated in both the corresponding PO and the 'Matched' tab of the three-way matching screen, under the 'SKIT Matched Date' column.
In the 'Matched' tab, all matched records will be listed.
Clicking on PO and receipt/bill will reveal an 'Undo' button.
Selecting it will unmatch the records, removing the updated receipt/bill from the PO and also in "Matched" tab of three-way matching screen. 'Received' and 'Billed' columns will reset to zero quantity, and the 'SKIT Matched Date' field will be emptied.
If the receipt/bill quantity exceeds the PO, a confirmation popup will appear when attempting to match.
Note: It's not required for users to match the purchase order with both the receipt and the bill simultaneously; they can choose to match the purchase order with either the receipt or the bill whenever it suits them.
After clicking 'Continue' in the popup, quantities under the 'Received' and 'Billed' columns in PO and also in "To be matched" and "Matched" tabs will be updated to reflect the match.
If the PO quantity is lower than the receipt/bill, the receipt/bill grid view will present data in red font.
Note: User can also match the records which is in red font. Matching process for these records will function as explained above.
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SrikeshInfotech is an India based software company that focuses on highly qualitative, timely delivered and cost-effective offshore software development. We have 16+ years of technical and functional experience in ERP Customization and Implementation. The experience made us understand all the logics followed in business both functionally and technically.
Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on info@srikeshinfotech.com or contact us on skype srikesh2008 or raise a ticket on support.
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