[IMP] Purchase: Remove create bills feature

content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst

@@ -14,39 +14,25 @@ vendor. Vendor bills record payables as they arrive from vendors, and can includ
 the goods and/or services purchased, sales taxes, freight and delivery charges, and more.
 
 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.
+the *bill control* policy selected on the product's settings.
 
 Bill control policies
 =====================
 
-To configure the default bill control policy, navigate to :menuselection:`Purchase app -->
-Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` section.
+To configure a product's bill control policy, navigate to :menuselection:`Purchase app --> Products
+Products`, and click on the desired product to open it. Then, click on the :guilabel:`Purchase` tab.
+Under the *Vendor Bills* section, the *Control Policy* field lists two policy options:
 
-The :guilabel:`Bill Control` feature lists two policy options: :guilabel:`Ordered quantities` and
-:guilabel:`Received quantities`.
-
-The policy selected acts as the default for any new product created. Each policy acts as follows:
-
-- :guilabel:`Ordered quantities`: creates a vendor bill as soon as a purchase order is confirmed.
+- :guilabel:`On ordered quantities`: creates a vendor bill as soon as a purchase order is confirmed.
   The products and quantities in the purchase order are used to generate a draft bill.
-- :guilabel:`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.
+- :guilabel:`On 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.
 
 .. image:: manage/manage-configuration-settings.png
-   :align: center
-   :alt: Bill control policies in purchase app settings.
+   :alt: Bill control policies on a product record.
 
 Once a policy is selected, click :guilabel:`Save` to save the changes.
 
-.. tip::
-   If a product needs a different control policy than the one set in the *Purchase* app settings,
-   that product's control policy can be overridden by going to the :guilabel:`Purchase` tab on a
-   product form, and selecting the desired policy in the :guilabel:`Control Policy` field.
-
-   .. image:: manage/manage-product-form.png
-      :align: center
-      :alt: Control policy field on product form.
-
 3-way matching
 --------------
 
@@ -62,105 +48,6 @@ Tick the checkbox next to :guilabel:`3-way matching`, and click :guilabel:`Save`
    The :guilabel:`3-way matching` feature is **only** intended to work with the :guilabel:`Bill
    Control` policy set to :guilabel:`Received quantities`.
 
-Create and manage vendor bills on receipts
-==========================================
-
-When products are received into a company's warehouse, receipts are created. Once the company
-processes the received quantities, they can choose to create a vendor bill directly from the
-warehouse receipt form.
-
-Depending on the bill control policy chosen in the settings, vendor bill creation is completed at
-different steps of the procurement process.
-
-Ordered quantities
-------------------
-
-To create and manage vendor bills for receipts with the *Bill Control* policy set to *Ordered
-Quantities*, first navigate to the :menuselection:`Purchase app`, and click :guilabel:`New` from the
-:guilabel:`Requests for Quotation` dashboard.
-
-Doing so opens a new :guilabel:`Request for Quotation` (RfQ) form. On the blank |RfQ| form, add a
-:guilabel:`Vendor`, and click :guilabel:`Add a line` under the :guilabel:`Product` tab to add
-products to the order.
-
-On the product line, select a product from the drop-down menu in the :guilabel:`Product` field, and
-enter the quantity to order in the :guilabel:`Quantity` field.
-
-Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a |PO|.
-
-Then, click :guilabel:`Create Bill` to create a vendor bill. This opens a :guilabel:`Vendor Bill`
-form in the :guilabel:`Draft` state. From here, add a billing date in the :guilabel:`Bill Date`
-field.
-
-Once ready, confirm the bill by clicking :guilabel:`Confirm` on the :guilabel:`Vendor Bill` page.
-
-.. tip::
-   Since the bill control policy is set to *Ordered quantities*, the draft bill can be confirmed as
-   soon as it is created, before any products have been received.
-
-Once a payment has been received, click :guilabel:`Register Payment` at the top of the bill to
-record it.
-
-Doing so causes a :guilabel:`Register Payment` pop-up window to appear, wherein a payment
-:guilabel:`Journal` can be chosen, and a :guilabel:`Payment Method` selected.
-
-Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and :guilabel:`Memo`
-(:dfn:`Reference Number`) can be edited from this pop-up window, if necessary.
-
-Once ready, click :guilabel:`Create Payment` to finish creating the :guilabel:`Vendor Bill`. Doing
-so displays a green :guilabel:`Paid` banner on the |RfQ| form.
-
-.. image:: manage/manage-draft-vendor-bill.png
-   :align: center
-   :alt: Vendor bill form for ordered quantities control policy.
-
-Received quantities
--------------------
-
-To create and manage vendor bills for receipts with the bill control policy set to *Received
-quantities*, first navigate to the :menuselection:`Purchase` app, and click :guilabel:`New`.
-
-Doing so opens a new |RfQ| form. On the blank |RfQ| form, add a :guilabel:`Vendor`, and click
-:guilabel:`Add a line` under the :guilabel:`Product` tab to add products to the order.
-
-On the product line, select a product from the drop-down menu in the :guilabel:`Product` field, and
-enter the quantity to order in the :guilabel:`Quantity` field.
-
-Once ready, click :guilabel:`Confirm Order` to confirm the |RfQ| into a |PO|.
-
-.. important::
-   When using the *Received quantities* control policy, clicking :guilabel:`Create Bill` before any
-   products are received causes an :guilabel:`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.
-
-   .. image:: manage/manage-user-error-popup.png
-      :align: center
-      :alt: User error pop-up for received quantities control policy.
-
-On the |PO|, click the :guilabel:`Receipt` smart button to view the warehouse receipt form.
-
-From here, click :guilabel:`Validate` to register the :guilabel:`Done` (received) quantities.
-
-Then, navigate back to the |PO|, via the breadcrumb, and click :guilabel:`Create Bill`.
-
-This opens a :guilabel:`Vendor Bill` form in the :guilabel:`Draft` state. From here, add a billing
-date in the :guilabel:`Bill Date` field. Once ready, confirm the bill by clicking
-:guilabel:`Confirm` at the top of the draft.
-
-Once a payment has been received, click :guilabel:`Register Payment` at the top of the bill to
-record it.
-
-Doing so causes a :guilabel:`Register Payment` pop-up window to appear, wherein a payment
-:guilabel:`Journal` can be chosen, and a :guilabel:`Payment Method` selected.
-
-Additionally, the bill :guilabel:`Amount`, :guilabel:`Payment Date`, and :guilabel:`Memo`
-(:dfn:`Reference Number`) can be edited from this pop-up window, if necessary.
-
-Once ready, click :guilabel:`Create Payment` to finish creating the :guilabel:`Vendor Bill`. Doing
-so displays a green :guilabel:`Paid` banner on the |RfQ| form.
-
 Manage vendor bills in Accounting
 =================================