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 10:13] triinp [3. Finetune settings] |
en:mustand:triinp:test [2022/04/19 10:59] triinp [2.1. Header 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 | ||
| * **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 | ||
