feat: toggle updation of billed amount in previous purchase docs

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.json

@@ -22,6 +22,8 @@
   "is_paid",
   "is_return",
   "return_against",
+  "update_billed_amount_in_purchase_order",
+  "update_billed_amount_in_purchase_receipt",
   "apply_tds",
   "tax_withholding_category",
   "amended_from",
@@ -412,6 +414,20 @@
    "read_only": 1,
    "search_index": 1
   },
+  {
+   "default": "0",
+   "depends_on": "eval: doc.is_return",
+   "fieldname": "update_billed_amount_in_purchase_order",
+   "fieldtype": "Check",
+   "label": "Update Billed Amount in Purchase Order"
+  },
+  {
+   "default": "1",
+   "depends_on": "eval: doc.is_return",
+   "fieldname": "update_billed_amount_in_purchase_receipt",
+   "fieldtype": "Check",
+   "label": "Update Billed Amount in Purchase Receipt"
+  },
   {
    "fieldname": "section_addresses",
    "fieldtype": "Section Break",
@@ -1613,7 +1629,7 @@
  "idx": 204,
  "is_submittable": 1,
  "links": [],
- "modified": "2024-01-26 10:46:00.469053",
+ "modified": "2024-02-25 11:20:28.366808",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Purchase Invoice",

erpnext/accounts/doctype/purchase_invoice/purchase_invoice.py

@@ -193,6 +193,7 @@ class PurchaseInvoice(BuyingController):
 		supplied_items: DF.Table[PurchaseReceiptItemSupplied]
 		supplier: DF.Link
 		supplier_address: DF.Link | None
+		supplier_group: DF.Link | None
 		supplier_name: DF.Data | None
 		supplier_warehouse: DF.Link | None
 		tax_category: DF.Link | None
@@ -214,6 +215,8 @@ class PurchaseInvoice(BuyingController):
 		total_qty: DF.Float
 		total_taxes_and_charges: DF.Currency
 		unrealized_profit_loss_account: DF.Link | None
+		update_billed_amount_in_purchase_order: DF.Check
+		update_billed_amount_in_purchase_receipt: DF.Check
 		update_stock: DF.Check
 		use_company_roundoff_cost_center: DF.Check
 		use_transaction_date_exchange_rate: DF.Check
@@ -679,6 +682,11 @@ def on_submit(self):
 		super(PurchaseInvoice, self).on_submit()
 
 		self.check_prev_docstatus()
+
+		if self.is_return and not self.update_billed_amount_in_purchase_order:
+			# NOTE status updating bypassed for is_return
+			self.status_updater = []
+
 		self.update_status_updater_args()
 		self.update_prevdoc_status()
 
@@ -1426,6 +1434,10 @@ def on_cancel(self):
 
 		self.check_on_hold_or_closed_status()
 
+		if self.is_return and not self.update_billed_amount_in_purchase_order:
+			# NOTE status updating bypassed for is_return
+			self.status_updater = []
+
 		self.update_status_updater_args()
 		self.update_prevdoc_status()
 
@@ -1520,6 +1532,9 @@ def validate_supplier_invoice(self):
 					frappe.throw(_("Supplier Invoice No exists in Purchase Invoice {0}").format(pi))
 
 	def update_billing_status_in_pr(self, update_modified=True):
+		if self.is_return and not self.update_billed_amount_in_purchase_receipt:
+			return
+
 		updated_pr = []
 		po_details = []
 

erpnext/buying/doctype/purchase_order/test_purchase_order.py

@@ -1072,6 +1072,38 @@ def test_purchase_order_advance_payment_status(self):
 			frappe.db.get_value(po.doctype, po.name, "advance_payment_status"), "Not Initiated"
 		)
 
+	def test_po_billed_amount_against_return_entry(self):
+		from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import make_debit_note
+
+		# Create a Purchase Order and Fully Bill it
+		po = create_purchase_order()
+		pi = make_pi_from_po(po.name)
+		pi.insert()
+		pi.submit()
+
+		# Debit Note - 50% Qty & enable updating PO billed amount
+		pi_return = make_debit_note(pi.name)
+		pi_return.items[0].qty = -5
+		pi_return.update_billed_amount_in_purchase_order = 1
+		pi_return.submit()
+
+		# Check if the billed amount reduced
+		po.reload()
+		self.assertEqual(po.per_billed, 50)
+
+		pi_return.reload()
+		pi_return.cancel()
+
+		# Debit Note - 50% Qty & disable updating PO billed amount
+		pi_return = make_debit_note(pi.name)
+		pi_return.items[0].qty = -5
+		pi_return.update_billed_amount_in_purchase_order = 0
+		pi_return.submit()
+
+		# Check if the billed amount stayed the same
+		po.reload()
+		self.assertEqual(po.per_billed, 100)
+
 
 def prepare_data_for_internal_transfer():
 	from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_internal_supplier

erpnext/stock/doctype/purchase_receipt/test_purchase_receipt.py

@@ -2430,6 +2430,41 @@ def test_auto_set_batch_based_on_bundle(self):
 
 		frappe.db.set_single_value("Stock Settings", "use_serial_batch_fields", 0)
 
+	def test_pr_billed_amount_against_return_entry(self):
+		from erpnext.accounts.doctype.purchase_invoice.purchase_invoice import make_debit_note
+		from erpnext.stock.doctype.purchase_receipt.purchase_receipt import (
+			make_purchase_invoice as make_pi_from_pr,
+		)
+
+		# Create a Purchase Receipt and Fully Bill it
+		pr = make_purchase_receipt(qty=10)
+		pi = make_pi_from_pr(pr.name)
+		pi.insert()
+		pi.submit()
+
+		# Debit Note - 50% Qty & enable updating PR billed amount
+		pi_return = make_debit_note(pi.name)
+		pi_return.items[0].qty = -5
+		pi_return.update_billed_amount_in_purchase_receipt = 1
+		pi_return.submit()
+
+		# Check if the billed amount reduced
+		pr.reload()
+		self.assertEqual(pr.per_billed, 50)
+
+		pi_return.reload()
+		pi_return.cancel()
+
+		# Debit Note - 50% Qty & disable updating PR billed amount
+		pi_return = make_debit_note(pi.name)
+		pi_return.items[0].qty = -5
+		pi_return.update_billed_amount_in_purchase_receipt = 0
+		pi_return.submit()
+
+		# Check if the billed amount stayed the same
+		pr.reload()
+		self.assertEqual(pr.per_billed, 100)
+
 
 def prepare_data_for_internal_transfer():
 	from erpnext.accounts.doctype.sales_invoice.test_sales_invoice import create_internal_supplier