en:mustand:triinp:test
Differences
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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en:mustand:triinp:test [2022/04/19 10:11] triinp [2.1. Header fields] |
en:mustand:triinp:test [2022/04/19 11:43] triinp [2.2. Row fields] |
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| {{:et:triinp20220419-100810.png}} | {{:et:triinp20220419-100810.png}} | ||
| - | * **Close** - closes document | + | * **Close** - closes the document, after checking if the document has unsaved changes |
| - | * **New** - opens new blank document | + | * **New** - opens new blank document. Checks in advance if the previous document contains unsaved changes. |
| - | * **Copy** - makes a copy of the document. It means new document is created, where most fields are filled in as in the source document (range of copying depends on the system setting - Document copy selection) | + | * **Copy** - makes a copy of the document. It means new document is created, where most fields are filled in as in the source document (range of copying depends on the system setting - ''Document copy selection'') |
| * **Confirm** - confirms document if save button is pressed after confirm button. As a result, a transaction related to the purchase invoice is automatically created | * **Confirm** - confirms document if save button is pressed after confirm button. As a result, a transaction related to the purchase invoice is automatically created | ||
| * **Save** - saves the document | * **Save** - saves the document | ||
| - | * **Mail** - sends a printout of the purchase invoice by e-mail. By right-clicking you can choose between existing printouts | + | * **Mail** - an e-mail address must be entered first ''Settings -> Personal settings -> User''. Sends a printout of the purchase invoice by e-mail. By right-clicking you can choose between existing printouts |
| - | * **Print** - prints a printout. By right-clicking you can choose between existing printouts | + | * **Print** - prints a printout. After pressing Print, a document preview is displayed briefly and the printer selection window opens. By right-clicking you can choose between existing printouts. |
| - | * **Delete** - deletes document | + | * **Delete** - deletes unconfirmed document |
| * **Paperclip** - allows to link attachments to document | * **Paperclip** - allows to link attachments to document | ||
| + | * **Forum** - | ||
| * **Event** - creates an event related to the purchase invoice. The number of related events is shown in the upper right corner of the document and can be opened from a link | * **Event** - creates an event related to the purchase invoice. The number of related events is shown in the upper right corner of the document and can be opened from a link | ||
| - | * **Stock Receipt** - allows to create an income document directly on the purchase invoice | + | * **Stock Receipt** - allows to create an income document directly on the purchase invoice. The generated stock receipt is automatically filled in with the data related to the vendor and the purchase invoice. |
| - | * **Data from e-invoice** - opens document transport registry from where you can select an e-invoice that partially fills in the purchase invoice fields | + | * **Data from e-invoice** - opens [[et/dokumentide_transport#dokumentide_transport|Dokumentide transpordi]] register from where you can select an e-invoice that partially fills in the purchase invoice fields |
| ==== 1.2. Confirmed purchase invoice buttons ==== | ==== 1.2. Confirmed purchase invoice buttons ==== | ||
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| {{:et:triinp20220419-100912.png}} | {{:et:triinp20220419-100912.png}} | ||
| - | * **Credit -** generates credit invoice | + | * **Credit -** generates credit invoice filled in on the purchase invoice basis |
| * **Transaction -** opens a transaction related to the purchase invoice | * **Transaction -** opens a transaction related to the purchase invoice | ||
| - | * **Payment -** generates payment to the purchase invoice | + | * **Payment -** generates [[et/or_tasumine|tasumise]] to the purchase invoice |
| * **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | * **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | ||
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| * **Bill to** - vendor code to whom the purchase invoice is paid. Should be filled if it differs from the vendor code of the purchase invoice | * **Bill to** - vendor code to whom the purchase invoice is paid. Should be filled if it differs from the vendor code of the purchase invoice | ||
| * **VAT Reg No** - bill to vendor VAT registration number | * **VAT Reg No** - bill to vendor VAT registration number | ||
| - | * **Survey** - | + | * **Survey** - at the moment for the customers working with optics. Can be selected by double-clicking or using Ctrl+Enter. |
| - | * **Invoice date** - the date of the document | + | * **Invoice date** - the date of the document, by right-clicking opens the calendar view |
| - | * **User** - user generating the document is placed here automatically. Can be overwritten or swiched with double-click | + | * **User** - user generating the document is placed here automatically. Can be overwritten or switched with double-click. Pressing on the user opens the inserted user card. |
| - | * **Bank code** - bank code | + | * **Bank code** - bank code, can be selected by double-click or with Ctrl + Enter from the bank register. |
| * **Purchase order** - the number of the purchase order document to which the purchase invoice relates | * **Purchase order** - the number of the purchase order document to which the purchase invoice relates | ||
| - | * **Payment terms** - can be selected by double-clicking or using Ctrl+Enter | + | * **Payment terms** - [[et/tingimus|tasumistingimus]]. Can be selected by double-clicking or using Ctrl+Enter |
| - | * **Object** - objects related to the purchase invoice | + | * **Object** - [[et/objekt|objekt]](id) ehk finantsdimensioon(id) related to the purchase invoice. Pressing on the object opens the inserted object card. |
| * **Account No** - the bank account number where the purchase invoice will be paid to | * **Account No** - the bank account number where the purchase invoice will be paid to | ||
| * **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | * **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | ||
| * **Due date** - payment deadline. Calculated automatically when the payment term is set | * **Due date** - payment deadline. Calculated automatically when the payment term is set | ||
| :!: If the due date differs from the due date in the document transport, then it has a red exclamation mark in front of it | :!: If the due date differs from the due date in the document transport, then it has a red exclamation mark in front of it | ||
| - | * **Cred account** - debt account. Locates automatically from ''System settings > Supplier unpaid invoices'' or from vendor card. Can be overwritten | + | * **Cred account** - debt account. Locates automatically from ''System settings > Supplier unpaid invoices'' or from vendor card, if debt account is filled on vendor card. Can be overwritten |
| * **Ref.** - reference number | * **Ref.** - reference number | ||
| * **Credited invoice** - if the purchase invoice is generated from another purchase invoice by using credit button, the number of the purchase invoice to be credited is displayed here | * **Credited invoice** - if the purchase invoice is generated from another purchase invoice by using credit button, the number of the purchase invoice to be credited is displayed here | ||
| * **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | * **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | ||
| * **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | * **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | ||
| - | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the purchase invoices report, the inventory should be added to the line of the confirmed purchase invoice | + | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the [[et/or_aru_arved|ostuarved]] report, the inventory should be added to the line of the confirmed purchase invoice |
| - | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the internal invoice | + | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|sisearve]] |
| * **VAT date** | * **VAT date** | ||
| * **Origin Country** - is automatically placed from vendor´s card when filled | * **Origin Country** - is automatically placed from vendor´s card when filled | ||
| * **Deal type** - choice of deal types | * **Deal type** - choice of deal types | ||
| - | * **Expence** - if the purchase invoice is related to an expense, you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected | + | * **Expence** - if the purchase invoice is related to an [[et/fin_kulutus|kulutusega]], you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected |
| * **Received** - invoice date is automatically placed here | * **Received** - invoice date is automatically placed here | ||
| * **Type** - choice of purchase invoice types from system settings | * **Type** - choice of purchase invoice types from system settings | ||
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| ==== 2.2. Row fields ==== | ==== 2.2. Row fields ==== | ||
| - | ===== 3. Finetune settings ===== | + | * **Type** - option of expense type |
| + | * **Account** - can be selected by double-clicking or using Ctrl+Enter, account number is placed | ||
| + | * **Object** - object or list of objects with commas | ||
| + | * **Project** - option of the project tab | ||
| + | * **User** - option of the user tab, the code is placed | ||
| + | * **Description** - account name, can be over-written | ||
| + | * **Total** - purchase invoice net sum | ||
| + | * **VAT code** - VAT code is placed | ||
| + | * **VAT** - calculates VAT if VAT code is filled | ||
| + | * **Item** - item code is placed, can be selected by double-clicking or using Ctrl+Enter | ||
| + | * **Qty** - quantity | ||
| + | * **StockID** - stock item code | ||
| + | * **SN** - serial number - information field | ||
| + | * **PID** - | ||
| + | ===== 3. Fine-tuning ===== | ||
| + | |||
| + | |||
| + | Pressing the {{:et:triinp20220418-135445.png}} button on the right side of the header, opens the fine-tuning settings. | ||
| {{:et:jane20211021-213652.png}} | {{:et:jane20211021-213652.png}} | ||
