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I'm really having difficulties in cancelling a purchase order that has been billed. It's pretty normal in business situation that sometimes you'd get wrong products ( you realized a lil too late after you pay the vendors ). and you would want to ask refund, cancel the bill, and finally cancel
Following the odoo guidelines steps to cancel PO, I did the reverse transfer from Stock to Vendors, however when trying to cancel the now "reversed" PO, it still complains unable to cancel it because there are some receptions still attached to it ( which there isn't )
Or maybe I don't know how to properly check if there are still further receptions to attached to this PO.
How do you go about to do this in Odoo 9 ?
There is one app available in odoo store to cancel purchase order whose Incoming Shipment is already processed.
This module allows you to cancel processed purchase orders by single click.
=> Cancel Receipts / Incoming Shipment created from the PO, even if those are processed (Received in Warehouse)
=> While Cancelling Receipts, it will remove generated accounting entries for Stock Valuation.
=> If Invoice is created & validated, it will cancel the related invoices as well. While cancelling invoice, if invoice payment is made, it will unreconciled such payment from invoice.
This App also includes an App to cancel processed picking
Thanks for your reply. I understand being an ERP there are these traceability for documents/po/vendor bills etc. the work, no matter how overwhelming these can be. It's "best practice" to keep which one is still in draft/open/cancelled state
The trouble in my case is that we have received items that an purchase order created, but realizing they are not the correct ones ( we have not created vendor bills for this transaction, so it's not neccessary to ASK REFUND )
The steps thus to cancel this purchase order, according to Odoo official document here ( ver 9.0 ), which is also the version I'm using
create a reverse transaction for the items received ( from Stock to Vendors )
then, simply you will be able to cancel the PO.
Similiar steps also outlined previously on this forum :
I followed these, but whenever I click the CANCEL button there are warning that system's unable to cancel because there are some receptions linked with this document. I believed it's all being reversed and thus is able to cancel
What steps am I missing ?
I can understand your concern, but cancelling the PO which is linked to the receipt which already had been done or vendor bill which is already paid is not a good practice.
You can make a separate refund bill by clicking on ASK REFUND button on the vendor bill linked to the PO.
To put it in nutshell, the PO can not be cancelled to maintain the track history of purchase stocks and bills.
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|Asked: 9/1/16, 11:43 PM|
|Seen: 697 times|
|Last updated: 5/15/18, 6:35 AM|