Order-to-cash and procure-to-pay

The two flows every trading business runs, each document and accounting entry along the way, and where Odoo puts them.

In this lesson

Order-to-cash, step by step
Procure-to-pay and three-way matching
Tracing a flow when numbers disagree

Key points

O2C: lead → opportunity → quotation → order → delivery → invoice → payment → reconciliation
P2P: need → RFQ → PO → receipt → bill → payment
Three-way match: PO, receipt and bill agree before paying
Every step touches several apps; trace document by document

Real-world example

A Port Harcourt oil-services supplier paid a vendor twice for pumps that arrived once. Bill control was 'on ordered quantities', and a second bill was created from the PO. Switching to 'on received quantities' and enabling duplicate-reference warnings stopped it; the consultant traced the double payment in ten minutes from PO to receipt to the two bills.

Questions and answers

Which Odoo model holds invoices, bills and journal entries?

account.move (with move_type distinguishing them).

Which purchase setting controls whether bills follow ordered or received quantities?

Bill control (per product, defaulted in Purchase settings).

Read the full lesson, worked example and quiz