Bill control policies

Estimated reading: 2 minutes 58 views

Introduction

In Odoo’s Purchase app, the Bill Control Policy defines how and when vendor bills are generated—either based on Ordered Quantities or Received Quantities. This ensures accurate billing and inventory alignment.

Step-by-Step Instructions

1.Configure Bill Control Policy

Go to Purchase app ‣ Configuration ‣ Settings.
Under the Invoicing section, choose:
1. Ordered quantities: Bills are created immediately after PO confirmation.
2. Received quantities: Bills are created only after goods are received.
Click Save.

2.Set Policy on Specific Product

Go to Purchase ‣ Products ‣ Products.
Open a product form and go to the Purchase
Under Vendor Bills, set the Control Policy.

3.Enable 3-Way Matching

Navigate to Purchase ‣ Configuration ‣ Settings.
In the Invoicing section, tick 3-way matching and click Save.

Note: 3-way matching only works with Received quantities.

4.Create a Vendor Bill

Go to Purchase Orders and select a PO.
Click Create Bill.
Under Other Info, review the Should Be Paid field (Yes, No, Exception).
Confirm the bill and Register Payment.

5.View Billing Status of a PO

Go to Purchase Orders.
Open a PO and click Other Information.
Review the Billing Status.

Billing Status	Received Quantities	Ordered Quantities
Nothing to Bill	PO confirmed; no receipt	Not applicable
Waiting Bills	Products received; no bill	PO confirmed
Fully Billed	Products received; bill created	Draft bill created

Tips

Use Received Quantities for better control over supplier billing and inventory.
Enable 3-way matching to prevent overbilling or early payment.
Exception status in Should Be Paid helps track any changes made after bill creation.

Key Benefits

Prevents billing before goods are received (with Received quantities).
Avoids payment errors and improves vendor communication.
Enhances inventory and financial accuracy with 3-way matching.
Provides flexibility with product-level control policy configuration.

Bill control policies

Introduction

Step-by-Step Instructions

1.Configure Bill Control Policy

2.Set Policy on Specific Product

3.Enable 3-Way Matching

4.Create a Vendor Bill

5.View Billing Status of a PO

Tips

Key Benefits

Related Articles