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RE: Logistic invoice control

by
Stephen Scott
- 12/05/2014 07:08:38

Hi

 

This discussion is all in the right direction. I am not from the SAP world (in fact anything but SAP J ) but I agree with Eva’s last post completely. My client in this case is quite unusual in some ways, and this is important even in their smaller operations.

 

There can be a number of further complications. For example the approval of the invoice might need to include the matching of one or more credit notes from the supplier – or the customer could raise a debit note against the supplier account. The management of disputed invoices can also become a paper / spreadsheet nightmare unless supported in some way by the ERP.

 

Kind regards

Stephen Scott

 

From: Eva Pinter [mailto:epinter@openit.ch]
Sent: 05 December 2014 11:02
To: Community
Subject: Re: Logistic invoice control

 

Hello,

 

Coming from SAP World, the process described below is the most standardized process we implement. Indeed, larger companies receive the invoices centrally and need to have them registered in the ERP, even if they are not yet posted. The next step is then to match the invoice with the incoming shipments or with the purchasing. Done this way, it allows also the automatic registering of invoices via systems like ReadSoft that read each line and are able to create an invoice with every line of the paper document.

 

At the moment, due to the fact that you first have to select the items to invoice, the system does not yet allow the integration of such time reducing processes. I was wondering if someone has already worked on this or if this is somehow planed for the future.

 

Furthermore, I have not seen any way of handling the differences or blocking the invoice (meaning that a manager has to decide what to do with the invoice) and so starting a real invoice control workflow.

 

Thank you for your answers

 

Regards

Eva P.

 

On 4 Dec 2014, at 19:02, Stephen Scott <s.n.scott@syncresis.co.uk> wrote:

 

I am an Odoo newbie, but an old man in ERP implementations. My client and I are starting to work with an established Odoo partner on an Odoo evaluation. I have no ambitions (yet) to become a deep expert.

 

 

 

 

 

However: This point is a very interesting for our project. The process Eva describes is exactly what my client would expect to use. If adopted, Odoo would replace some small-medium business ERP systems for distribution companies which are partly OK, but they are old and have too many gaps to address the drivers of complexity in the business. Most of these systems already work this way. It would be very reassuring if there is an existing answer to this. It is typical of the kind of function which would be a test for the client of whether Odoo is a challenger to their commercial / closed source options.

 

 

 

 

 

Kind regards

 

 

Stephen Scott

 

 

Syncresis Ltd

 

 

 

 

 

From: Eva Pinter [mailto:epinter@openit.ch]
Sent: 03 December 2014 12:37
To: Community
Subject: Logistic invoice control

 

 

 

 

Hello,

 

 

I have seen that it is well possible to create draft invoices from Purchase orders or from Incoming deliveries. Some of my customers have another process for logistic invoice verification:

 

 

1. Receive the invoice in Accounting and post it in draft mode

 

2. Compare the posted invoice with the different not invoiced positions either from incoming deliveries or from purchase orders

 

3. Allow or reject the invoice based on the difference

 

4. If there is an accepted difference, it should be posted in a specific account based on the type of difference.

 

 

Is this process possible in Odoo V8?

 

 

If not, has someone already worked on developing something around that?

 

 

This point is getting more and more relevant as many customers scan their invoices and want to be able to use the scan to do invoice control.

 

 

Thank you in advance for any answer

 

 

Best regards

 

Eva P.

 

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