Payment Status in Purchase Order
Overview
Module 'Payment Status in Purchase Order' integrates comprehensive payment tracking capabilities into the Purchase Order. By displaying payment statuses such as "No Bill" , "Not Paid", "Partial Paid", "Fully Paid", and "Overdue" on both the PO tree and form view, users gain full visibility into the financial state of their purchase orders. It automatically calculates the amount due based on linked invoices, handles payment status updates, and allows easy reconciliation of payments and invoices directly from the PO form.And Also Show detailed payment information directly on the PO form, including partial payments, full payments, and overdue status.
Hot Features
◆ Reconcile payments from the Purchase Order
◆ Automatic Payment Status Updates
◆ Automatic Calculation of Amount Due
◆ Payment Info Display
◆ Filters by Payment Status
Features
◆ Show the current payment status ("No Bill", "Not Paid", "Partial Paid", "Overdue", "Fully Paid") on both Purchase Order Tree and Form views.
◆ Automatically calculate and display the amount due for each purchase order based on linked invoices.
◆ Show detailed payment information directly on the PO form, including partial payments, full payments, and overdue status.
◆ Register payments directly from the PO form, automatically reconciling the bills and recalculating the amount due.
◆ Filter POs by their payment status on the Purchase Order Tree to easily identify overdue, partially paid, and fully paid POs.
◆ Supported in Odoo community and enterprise edition.
Payment Status in Purchase Order
- Create a 'Purchase Order'.
- After the validate it goes into the 'No Bill' state , if no payment was create.
- Click on button 'Create Bill'.
- Create Bill for Purchase Order.
- Once a bill is created, the payment status is updated to 'Not Paid', and the amount due is displayed on the form. If the user belongs to the 'Billing' group , the 'Register Payment' button will be visible.
- "Click the 'Register Payment' button on the Purchase Order form to initiate a payment."
- Enter an amount less than the purchase order's amount due, then click the 'Create Payment' button"
- After the payment is created, the payment status will be updated to 'Partial Paid', and the payment details will be displayed.
- Click the 'Register Payment' button and enter an amount same as the purchase order's amount due, then click the 'Create Payment' button.
- After the payment is created, the payment status will be updated to 'Fully Paid', and the payment details will be displayed.
- Create a PO with multiple products and validate it.
- Click on button 'Create Bill' and create bill for one product.
- Again Click on button 'Create Bill' and create bill for remain product.
- From the Purchase Order form, make the first payment by clicking the 'Register Payment' button and entering an amount of $500.
- The first payment has been reconciled with the bill BILL/2024/11/0049.
- Return to the Purchase Order form, click the 'Register Payment' button again, and enter an amount of $1000.00 for the second payment.
- The second payment of $500 has been reconciled with the bill BILL/2024/11/0049.
- Additionally, $500 was reconciled with the bill BILL/2024/11/0048.
- Return to the Purchase Order form, click the 'Register Payment' button again, and enter the remaining amount for the third payment.
- The third payment has been reconciled with the bill BILL/2024/11/0048.
- Create a PO and validate it.
- Click on button 'Create Bill' and create bill with bill date in past.
- Once a bill is created, the payment status is updated to 'Overdue', if the bill date is in the past and still the invoice is not fully paid.
- Payment is not fully complete so still the payment status is 'Overdue'.
- Filters by Payment Status in tree view.
