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Stock Return Validation for Refunds

by
Odoo

$ 47.45

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Lines of code 115
Technical Name grev_od_stock_refund
LicenseOPL-1
Websitehttps://grevlin.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Lines of code 115
Technical Name grev_od_stock_refund
LicenseOPL-1
Websitehttps://grevlin.com
Versions 17.0 18.0 19.0
📦

Stock Return Validation for Refunds

Ensure goods are physically returned before issuing credit notes — prevent accounting and inventory mismatches automatically.

✓ Odoo Community and Enterprise ✓ Customer & Vendor Refunds ✓ Sales & Purchase Orders

By default, Odoo lets you create credit notes even when the related goods have never been returned. This leads to inventory discrepancies and financial risk. Stock Return Validation for Refunds closes this gap by enforcing two automatic checks — so your books and warehouse always stay in sync.

Two Layers of Protection

🚫

Check 1: Return Existence

When creating a credit note, the module checks whether the original invoice's deliveries (or receipts) have at least one stock return. If no return exists, the refund is blocked entirely — preventing premature credit notes.

⚠

Check 2: Quantity Validation

When posting a credit note, each line's refund quantity is compared against the actually returned stock quantity. If the refund exceeds the return, a warning is raised with per-line details — prompting the user to regulate stock first.

How It Works

1

Deliver Goods

Confirm your sale or purchase order and complete the delivery or receipt as usual.

2

Process Return

Create a stock return for the delivered goods. Without this step, the refund will be blocked.

3

Issue Credit Note

Create and post the credit note. The module validates quantities and lets you proceed with confidence.

Built for Your Workflow

✓   Customer credit notes (sales refunds)

✓   Vendor debit notes (purchase refunds)

✓   Sale & purchase order integration

✓   Per-line quantity validation

✓   Company-level setting to bypass when needed

✓   Standalone invoices unaffected

Changelog

Version 19.0.1.0.0 — February 2026

  • Initial release
  • Block refund creation when no stock returns exist for related deliveries or receipts
  • Per-line quantity validation comparing refund amounts against returned stock
  • Support for both customer credit notes and vendor debit notes
  • Company-level bypass setting in Accounting configuration
  • Standalone invoices (not linked to SO/PO) are unaffected

Need Help?

For support, contact us at odoo@grevlin.com

Follow us on X: @GrevlinGlobal

⭐ 30 days free support ⭐

Stock Return Validation for Refunds

Require stock returns before allowing invoice refunds, preventing accounting and stock mismatches.

Overview

When creating credit notes (refunds), Odoo allows them regardless of whether the related goods have been physically returned. This creates a risk of accounting discrepancies where refunds are issued for goods that remain with the customer or are still in the company's warehouse.

Stock Return Validation for Refunds adds two layers of validation:

  1. Hard block -- prevents refund creation if the invoice's related deliveries or receipts have no stock returns at all.
  2. Quantity warning -- warns if the refunded quantity exceeds the returned stock quantity per line, with a company-level bypass setting.

The module works with both customer refunds (out_refund) and vendor refunds (in_refund), for invoices linked to sale or purchase orders. Standalone invoices are not affected.

Configuration

Bypass Setting

To allow credit notes to be posted even when refund quantities exceed returned stock:

  1. Go to :menuselection:`Accounting --> Configuration --> Settings`.
  2. Under the :guilabel:`Credit Notes` section, enable :guilabel:`Allow Refunds Without Full Stock Return`.
  3. Click :guilabel:`Save`.

Note

This setting only bypasses the quantity check at posting time (Check 2). The hard block when creating reversals (Check 1) always applies regardless of this setting.

Usage

Check 1: Reversal Wizard Block

When an accountant attempts to create a credit note via the :guilabel:`Reverse` button on a posted invoice:

  1. The module checks if any completed delivery (for sales) or receipt (for purchases) linked to the invoice has a stock return.
  2. If no returns exist at all, a :guilabel:`UserError` is raised and the refund is blocked.
  3. The accountant must process a stock return before trying again.

Tip

This check applies to both customer invoices and vendor bills. If the invoice has no linked sale or purchase order (standalone invoice), the check is skipped.

Check 2: Quantity Warning at Posting

When posting a credit note (out_refund or in_refund):

  1. The module compares each product line's refund quantity against the total returned stock quantity.
  2. If any line has a refund quantity exceeding the returned quantity, a :guilabel:`UserError` is raised listing the mismatched lines.
  3. The accountant can either:

Technical Details

Models Inherited

Model Type Purpose
account.move Persistent Quantity check at posting (action_post)
account.move.reversal Transient (wizard) Return existence check (reverse_moves)
res.company Persistent Stores the bypass setting
res.config.settings Transient Exposes the bypass setting in Accounting settings

Fields Added

Field Model Type Description
force_refund_without_return res.company Boolean Allow posting refunds without full stock returns
force_refund_without_return res.config.settings Boolean (related) Settings UI field linked to the company field

Key Methods

_check_stock_returns()
On account.move.reversal. Verifies that at least one stock return exists for the deliveries or receipts linked to the invoice being reversed. Called before reverse_moves().
_check_refund_return_quantities()
On account.move. Compares each credit note line's quantity against returned stock quantities. Called before action_post(). Skipped when force_refund_without_return is enabled on the company.
_get_order_line_and_picking_code(line)
On account.move. Helper that returns the linked order lines and picking type code for a credit note line.

Dependencies

Module Purpose
sale_stock Links sale orders to stock pickings
purchase_stock Links purchase orders to stock pickings 
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