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Bruce Rochester

What is the best way to handle this scenario?

User sent PO to vendor and received some of the products, back-ordered the rest (so we now have 1 completed receipt and 1 open receipt).

Due to a change in circumstances, one of the products is no longer available so we would like to swap it for a different product.

I can't delete the line item in the PO, because it is not a draft. I can't cancel the PO because it is partially received. I could change the quantity of the product we no longer want to 0 in the PO, but then there is still a receipt for that product, and I am unable to change the quantity on that receipt or delete the line.

What is the easiest way from a user perspective to handle this? I could delete and remake the receipt, but this seems tedious and error-prone. Is there a better way?

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Buang
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Paresh Wagh
Jawaban Terbai

Hi Bruce:

In this situation, you can Cancel the Open Receipt that was created for the backordered item(s). Then add the new item(s) to the PO. This will create another Receipt for the new Item(s) and you will be able to receive them against it.

Odoo will keep a track of the received quantities and use those when you create the Vendor Bill for the PO.

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Bruce Rochester
Penulis

Thanks Paresh, but there is still one issue with this procedure. If there are any other items that haven't been received on the cancelled receipt, they won't be added to the new receipt that gets created. This requires the user to manually edit the quantity of each unreceived item to 0 and then back to the desired quantity to add to receipt. Isn't there a way to have these added toi the receipt automatically when it is created?

Paresh Wagh

In this scenario you could give the user the rights to "Unlock" the Receipt created for the backordered items so they can manually set the "Demand" quantity for the item that is cancelled to zero and "Lock" the Receipt. This will allow you to receive the remaining items against that same Receipt.

Bruce Rochester
Penulis

Thanks so much for your help, Paresh!