Overdeliver from Purchase Order but not overbill from Purchase Receipt

ERPNext Buying
1

Good day,

My scenario is that suppliers usually deliver before they do any Purchase Invoices. After delivery, they then make a Purchase Invoice. Suppliers can also overdeliver from the Purchase Order. However, I want Purchase Receipt and Purchase Invoice quantity to be exactly the same. I do not want to overbill from the Purchase Receipt.

I noticed that over deliver (stock settings) and over bill (accounts settings) allowances are based on the Purchase Order quantities only

If not is there a way to monitor if the purchaser is overbilling for incorrect quantities? (theft)

Thank you

2

Will a client script work here?

3

Hi @Luigi_Torres

Purchasing cycle always requires extensive controls as Purchase Order is main contracting document with legal bindings. ERPNext already offers so much controls and you can follow either of these;

  1. Maintain same rate in Buying Setting wont let user to jump pricing.
  2. Set Qty and Rate fields ready only on Purchase Receipt and Purchase Invoice so that user cannot over write.
  3. Apply Approval Workflow and engage more than one user for better controls as creator, reviewer and approver must be different users if you have some staff by chance.
  4. Three Way Matching must be matched by making PO to GRN to Invoice by setting PO and GRN must Mandatory before reaching to Invoice or Payment.

Hope will help you get some solution.

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