Accounting: Customers + Vendors: 3-Way Matching
This document covers 3-Way Matching in the Odoo 12 Purchase application and is intended to help understand the different billing states. 3-Way Matching compares the information shown on the Purchase Order, the Vendor Bill, and the Receipt, and informs you whether or not you should pay a bill. This prevents you from paying incorrect or fraudulent vendor bills.
To get started, navigate to the Purchase app.
3-Way Matching only works when Bill Control is set to Delivered Quantities.
No Bill to Receive: This indicates that the purchase order has been invoiced.
Nothing to Bill: Because Bill Control is configured to bill on 'Received quantities', this billing status means you have a confirmed Purchase Order but have not yet received any products of services. Note that this status does not apply to the 'Ordered quantities' Bill Control setting, because everything is ready to bill immediately with that configuration.
Waiting Bills: This only applies to the 'Ordered quantities' Bill Control setting and means Odoo is waiting on confirmation of a purchase order.
Now, let's cover the relevant statuses in more detail.
A No Bill to Receive status means that all lines eligible to be billed have been billed. All quantities and prices are the same across the purchase order, the vendor bill, and the receipt. If you look under the Other Information tab, you will see Billing Status as 'No Bill to Receive'.
A Nothing to Bill status indicates products have not yet been received for this Purchase Order. If you were to RECEIVE PRODUCTS , but only receive half the products on the purchase order, the Billing Status would be 'Exception', and you may not want to pay the bill until all products have been received. If all products were received, the Billing Status would be 'Yes', meaning that all information is accurate and the bill is ready to be created and paid.
Good to Know!
At the time this document was written (6/16/2021), there was a bug in Odoo that prevents from changing Should Be Paid to 'No' automatically, though it can still be edited and forced.