I’ve been using dolibarr in my small business for almost a year now and am constantly impressed with its capability and community! I ran into an issue today when balancing the books, and while I can think of a few hacks that might make the math add up in the end, I am curious what ‘proper’ workflow might exist for this scenario.
A few months ago I purchased many products from a vendor on one invoice and paid immediately. Parts shipped over the next few months, but as they ran into shortages we had to adapt. I added and removed a few lines and the vendor sent a revised invoice to me, along with charging me for the difference in product from the first revision of the purchase. However, I had already entered my payment into the supplier invoice, and reconciled that payment with my bank, based on the initial invoice details.
In a different ERP system I have used in the past many purchasing objects (Purchase orders, invoices, etc) could have multiple revisions over time, each with their own workflows. The change I went through would have been captured with a v2 PO, and a v2 invoice from the supplier. The adjusted lines and payment would be reflected in v2 without impacting the record of the initial order in v1, and the payment associated with the initial order.
What is the best way to manage this workflow in Dolibarr? Based on this post (and me clicking around) it doesn’t seem like I can re-open the invoice because I already entered a payment (that I can’t delete because it has been reconciled). Some thoughts I had:
- Go into the database to remove (or temporarily disassociate) the payment that exists so I can modify the invoice
- ‘clone’ the invoice, use a ‘xxx-v2’ in the new vendor reference, link to the original invoice, and add a bunch of credit/debit line items to make everything work
Thank you for the feedback! I look forward to hearing the community’s ideas on this scenario.
Edit: Version info just in case
Dolibarr v14.0.1
Linux/Apache/Cpanel through hostgator
PHP 7.4.28
MySQL 5.6.41
