공급업체 청구서 관리¶

공급업체 청구서 는 회사가 공급업체로부터 구매한 품목 및/또는 서비스에 대해 받는 청구서입니다. 공급업체 청구서에는 공급업체에서 지급받는 미지급금이 기록되며 구매한 품목 및/또는 서비스에 대해 지불해야 할 금액, 판매세, 운임 및 배송비 등이 포함될 수 있습니다.

In Odoo, a vendor bill can be created at different points in the purchasing process, depending on the bill control policy chosen in the Purchase app’s settings.

청구서 관리 정책¶

To configure the default bill control policy, navigate to Purchase app ‣ Configuration ‣ Settings, and scroll to the Invoicing section.

The Bill Control feature lists two policy options: Ordered quantities and Received quantities.

The policy selected acts as the default for any new product created. Each policy acts as follows:

• 주문 수량: 구매 주문이 확인되는 즉시 공급업체 청구서를 생성합니다. 발주서 상의 제품 및 수량은 청구서 초안을 생성하는 데 사용됩니다.

• Received quantities: a bill is only created after all (or part) of the total order has been received. The products and quantities received are used to generate a draft bill.

Once a policy is selected, click Save to save the changes.

팁

매입 앱 설정에 있는 내용과 다른 제어 정책을 품목에 적용하려는 경우, 품목 양식의 매입 탭으로 이동한 후 제어 정책 필드에서 원하는 정책을 선택하면 해당 품목의 제어 정책을 재지정할 수 있습니다.

3단계 매칭¶

The 3-way matching policy ensures vendor bills are only paid once all (or some) products in a purchase order (PO) have been received.

To activate 3-way matching, navigate to Purchase app ‣ Configuration ‣ Settings, and scroll to the Invoicing section.

Tick the checkbox next to 3-way matching, and click Save.

입고 내역에 대한 공급업체 청구서 생성 및 관리¶

제품이 회사 창고에 입고되면 입고확인증이 생성됩니다. 회사에서 수령한 수량을 처리하면 창고 입고증 양식에서 바로 공급업체 청구서를 만들 수 있습니다.

Depending on the bill control policy chosen in the settings, vendor bill creation is completed at different steps of the procurement process.

주문 수량¶

청구서 관리 정책이 주문 수량 으로 설정된 입고증에 대해 공급업체 청구서를 만들고 관리하려면 먼저 매입 앱 으로 이동한 다음 견적요청서 현황판에서 새로 만들기 를 클릭합니다.

그러면 새로운 견적요청서 (RfQ) 양식이 열립니다. 빈칸에 RfQ 양식의 공급업체 를 추가하고 품목 탭 아래에 있는 줄 추가 를 클릭하여 주문서에 품목을 추가합니다.

On the product line, select a product from the drop-down menu in the Product field, and enter the quantity to order in the Quantity field.

Once ready, click Confirm Order to confirm the RfQ into a PO.

Then, click Create Bill to create a vendor bill. This opens a Vendor Bill form in the Draft state. From here, add a billing date in the Bill Date field.

Once ready, confirm the bill by clicking Confirm on the Vendor Bill page.

Once a payment has been received, click Register Payment at the top of the bill to record it.

Doing so causes a Register Payment pop-up window to appear, wherein a payment Journal can be chosen, and a Payment Method selected.

Additionally, the bill Amount, Payment Date, and Memo (Reference Number) can be edited from this pop-up window, if necessary.

Once ready, click Create Payment to finish creating the Vendor Bill. Doing so displays a green Paid banner on the RfQ form.

입고 수량¶

To create and manage vendor bills for receipts with the bill control policy set to Received quantities, first navigate to the Purchase app, and click New.

Doing so opens a new RfQ form. On the blank RfQ form, add a Vendor, and click Add a line under the Product tab to add products to the order.

On the product line, select a product from the drop-down menu in the Product field, and enter the quantity to order in the Quantity field.

Once ready, click Confirm Order to confirm the RfQ into a PO.

중요

When using the Received quantities control policy, clicking Create Bill before any products are received causes an Invalid Operation pop-up window to appear.

Odoo requires at least partial quantities of the items included in the PO to be received in order to create a vendor bill.

On the PO, click the Receipt smart button to view the warehouse receipt form.

From here, click Validate to register the Done (received) quantities.

Then, navigate back to the PO, via the breadcrumb, and click Create Bill.

그러면 공급업체 청구서 양식이 초안 상태로 열립니다. 여기에서 청구일 필드에 청구 날짜를 추가합니다. 준비가 되면 초안 상단에 있는 확인 을 클릭하여 청구서를 확인합니다.

Once a payment has been received, click Register Payment at the top of the bill to record it.

Doing so causes a Register Payment pop-up window to appear, wherein a payment Journal can be chosen, and a Payment Method selected.

Additionally, the bill Amount, Payment Date, and Memo (Reference Number) can be edited from this pop-up window, if necessary.

Once ready, click Create Payment to finish creating the Vendor Bill. Doing so displays a green Paid banner on the RfQ form.

Manage vendor bills in Accounting¶

Vendor bills can also be created directly from the Accounting app, without having to create a purchase order first.

Navigate to Accounting app ‣ Vendors ‣ Bills, and click New. Doing so reveals a blank Vendor Bill form.

Add a vendor in the Vendor field. Then, in the Invoice Lines tab, click Add a line to add products.

Select a product from the drop-down menu in the Product field, and enter the quantity to order in the Quantity field.

Select a Bill Date, and configure any other necessary information. Finally, click Confirm to confirm the bill.

Once confirmed, click the Journal Items tab to view the Account journals. These journals are populated based on the configuration on the corresponding Vendor and Product forms.

If necessary, click Credit Note to add a credit note to the bill. Additionally, a Bill Reference number can be added.

Once ready, click Register Payment, followed by Create Payment, to complete the Vendor Bill.

팁

To link a draft bill to an existing purchase order, click the drop-down menu next to Auto-Complete before clicking Confirm, and select a PO from the menu.

The bill auto-populates with the information from the chosen PO.

일괄 청구¶

공급업체 청구서는 회계 앱에서 일괄 처리하고 관리할 수 있습니다.

Navigate to Accounting app ‣ Vendors ‣ Bills. Then, click the checkbox in the top-left corner, beside the Number column, under the New button.

This selects all existing vendor bills with a Status of Posted or Draft.

Click the Print button to print the selected invoices or bills.

Click Register Payment to create and process payments for multiple vendor bills at once.

Clicking Register Payment opens a Register Payment pop-up window. From the pop-up window, select the Journal the bills should post to, choose a Payment Date, and select a Payment Method.

이 팝업 창에는 함께 그룹 결제 를 하는 옵션도 있습니다. 확인란에 표시하면 청구서당 하나씩 결제가 생성되지 않고, 결제 항목이 하나만 생성됩니다. 이 옵션은 회계 앱의 설정에서 일괄 결제 기능을 활성화한 경우에만 나타납니다.

준비가 되면 결제 생성 버튼을 클릭합니다. 그러면 별도 페이지에 전표 항목 목록이 생성됩니다. 이 목록에 있는 전표 항목은 모두 해당 공급업체 청구서에 연결되어 있습니다.