Bill control policies

In Odoo’s Purchase app, the bill control policy determines the quantities billed by vendors on every purchase order (PO), for either ordered or received quantities.

The policy selected in the Purchase app settings acts as the default value, and is applied to any new product created.

Configuration

To configure the bill control policy, navigate to Purchase app ‣ Configuration ‣ Settings, and scroll down to the Invoicing section. Under Bill Control, select either Ordered quantities or Received quantities. Then, click Save.

screenshot: purchase-control-bills-selected-policy

menu

Purchase ‣ Configuration ‣ Settings

shows

Settings page scrolled to the "Invoicing" section, with the "Bill Control" field set to "Received quantities".

highlight

The "Bill Control" setting (red frame).

data

Demo company "YourCompany".

module

purchase

notes

English UI, light theme, 1440px width, crop to the setting block.

• Ordered quantities: creates a vendor bill as soon as a PO is confirmed. The products and quantities in the PO are used to generate a draft bill.

• Received quantities: a bill is created only after part of the total order has been received. The products and quantities received are used to generate a draft bill. An error message appears if creation of a vendor bill is attempted without receiving anything.

  screenshot: purchase-control-bills-error-popup

  menu

  Purchase ‣ Orders ‣ Purchase Orders ‣ (open a PO) ‣ Create Bill

  shows

  The "Invalid Operation" error pop-up that appears when clicking Create Bill on a PO with the "Received quantities" policy before any product has been received.

  highlight

  The error message text.

  data

  Demo company "YourCompany"; a PO with 0 received quantities.

  module

  purchase

  notes

  English UI, light theme, 1440px width.

Note

If a specific product should use a different control policy than selected in the Purchase app settings, the Bill Control policy for that product can be changed from its product form.

To do that, navigate to Purchase app ‣ Products ‣ Products, and select a product. From the product form, click the Purchase tab. Under the Vendor Bills section, modify the selection in the Control Policy field.

View a purchase order’s billing status

Once a PO is confirmed, its Billing Status can be viewed under the Other Information tab on the PO form.

To view the Billing Status of a PO, navigate to Purchase app ‣ Orders ‣ Purchase Orders, and select a PO to view.

Click the Other Information tab, and locate the Billing Status field.

screenshot: purchase-control-bills-billing-status

menu

Purchase ‣ Orders ‣ Purchase Orders ‣ (open a PO) ‣ Other Information

shows

The "Other Information" tab of a confirmed PO, with the "Billing Status" field visible.

highlight

The "Billing Status" field (red frame).

data

Demo company "YourCompany"; a confirmed PO with the status "Waiting Bills".

module

purchase

notes

English UI, light theme, 1440px width.

The table below details the different values the Billing Status field could read, and when they are displayed, depending on the Bill Control policy used.

Billing Status	On received quantities	On ordered quantities
Nothing to Bill	PO confirmed; no products received	Not applicable
Waiting Bills	All/some products received; bill not created	PO confirmed
Fully Billed	All/some products received; draft bill created	Draft bill created

See also

Manage vendor bills