Dylan Kiss (dyki) f39c28ec45 [IMP] account,purchase: vendor bill line matching
The current algorithm to match vendor bills with purchase orders was written
while keeping in mind that the vendor bill data came from an OCR scan and was
thus not very detailed or totally reliable.

The current algorithm tries to match in this order:
1. Document reference(s) match(es) one or more purchase orders and the total
amounts of the bill and the purchase order(s) match as well.
2. Document reference(s) match(es) one or more purchase orders and the total
amount of the bill matches a subset of lines in the matched purchase order(s).
3. Document reference(s) match(es) one or more purchase orders but the amounts
do not match.
4. No document reference, but the vendor and total amount of the bill matches
exactly one purchase order.

When we generate a vendor bill from an EDI document (electronic invoice), we do
have very accurate information however and can also match line by line, since
our vendor bill will contain separate lines.

In this commit we add an extra algorithm specifically for EDI documents:
* We find all purchase orders matching the vendor bill reference(s)
* For every vendor bill line (having a unit price), we try looking in our
matched purchase orders' lines for the same unit price and a remaining
quantity higher than or equal to what is in the vendor bill. If multiple matches
are found, we check the name similarity and take the most similar line.
* We replace the vendor bill line with the purchase order line, changing the
quantity to the one on the original vendor bill line.
* Unmatched vendor bill lines remain untouched.

We also remove matching method 2 (see above) for EDI documents, in favor of the
new algorithm.

This approach makes that more purchase order lines will be able to get matched
when using EDI documents.

task-3140712

closes odoo/odoo#112684

Related: odoo/enterprise#37061
Signed-off-by: Laurent Smet <las@odoo.com>
2023-03-23 23:16:55 +01:00
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2023-01-03 13:16:02 +01:00

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Odoo

Odoo is a suite of web based open source business apps.

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