Receive, match, bill
A purchase order at "To Receive and Invoice" tracks receipt and invoicing independently. Both processes reconcile against the purchase-order line rather than directly against each other.
The line keeps score
A line tracks purchaseQuantity, quantityReceived, and quantityInvoiced. Carbon computes quantityToReceive and quantityToInvoice. The line is complete only when receivedComplete and invoicedComplete are both true.
Carbon derives the order status from those flags. A fully received order moves to "To Invoice"; a fully invoiced order moves to "To Receive"; an order that is both moves to "Completed".
Receive the goods
Create a Draft receipt from the order. Carbon copies the outstanding lines and links each receipt line to its purchase-order line. Creating the receipt does not change inventory.
the receipt adds stock through a Purchase Receipt item-ledger entry, increments quantityReceived, updates receivedComplete, recalculates the order status, and moves the receipt to "Posted".
Stock moves before accounting is set up; the ledger waits.
Posting updates inventory and writes a journal that debits inventory or and credits the clearing account. Before the company sets up accounting, that journal is Provisional and counts in no balance.
Inspected parts land on hold, not on the shelf.
For an item that requires inspection, received enter "On Hold" and Carbon creates a "Pending" inbound inspection. The units remain unavailable until quality releases them.
Buy by the box, stock by the each
A purchase-order line stores a between the purchasing unit and inventory unit. Supplier pricing and quantities remain in the purchasing unit; inventory transactions use the inventory unit.
When the receipt posts, Carbon multiplies the purchase quantity by the conversion factor and records the result in the inventory unit.
The supplier bill
Create a Draft purchase invoice from the order. Carbon includes lines with an outstanding invoice quantity and links each invoice line to its purchase-order line.
Invoices do not link directly to receipts. A direct invoice can create a receipt when it posts. Reconciliation uses the shared purchase-order line.
The match is on the order line, not a receipt record.
Carbon reconciles order, receipt, and invoice quantities on the purchase-order line. Posting clears the receipt's GR/IR accrual at receipt cost and posts any difference from the invoice price to purchase price variance.
Match and post
Posting increments each order line's quantityInvoiced, updates invoicedComplete, recalculates the order status, and moves the invoice to "Open". Its journal credits Accounts Payable, debits inventory or WIP, clears GR/IR, and posts price differences to variance.
Posting does not mark the invoice "Paid". Record outgoing cash as a of type "Disbursement" and apply it through a . A settlement records principal plus any discount or write-off; a debit memo uses the same process without cash. Carbon derives "Partially Paid", "Paid", and "Overdue" from the applied amount and due date. Voiding a posted invoice writes reversing entries.
A posted bill is 'Open' until a payment is applied.
Posting the invoice does not disburse cash. The bill remains "Open" until a posted "Disbursement" is applied through a settlement.
The RFQ-to-bill sequence is RFQ, supplier quote, purchase order, receipt, invoice, and settlement. Receipt and invoice quantities reconcile on the purchase-order line.