en:mustand:triinp:test
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Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mustand:triinp:test [2022/04/19 11:14] – [3. Fine-tuning] triinp | en:mustand:triinp:test [2022/04/19 12:25] – [4.1. Periodization methodology] triinp | ||
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* **Delete** - deletes unconfirmed 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. The generated stock receipt is automatically filled in with the data related to the vendor and 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. | ||
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==== 2.2. Row fields ==== | ==== 2.2. Row fields ==== | ||
+ | * **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** - purchase ID | ||
===== 3. Fine-tuning ===== | ===== 3. Fine-tuning ===== | ||
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===== 4. Periodization ===== | ===== 4. Periodization ===== | ||
- | in the progress | + | |
+ | The periodization functionality allows you to provide the necessary parameters when entering the original document, so that a periodic entry is made immediately after the document is saved. | ||
+ | The periodization functionality has been applied to the **Purchase Invoice ** and ** Expense ** to periodize expenses and to the ** Sales Invoice ** to periodize income. It can also be used on **Transaction**.\\ | ||
+ | Periodization can be started automatically. Automatic periodization takes place when confirming the document, if the corresponding setting is switched on and the required fields on the document have been filled | ||
+ | Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | ||
+ | |||
+ | ==== 4.1. Periodization methodology ==== | ||
+ | |||
+ | Periodization is based on two rules: **monthly periodization** and **daily periodization**.\\ | ||
+ | |||
+ | **Monthly periodization** - period is divided into months and according to this all the periodized parts are equal. Monthly periodization applies if applies the formula: periodization end date + 1 = periodization start. Periodization | ||
+ | Example A. 01.02.2019-31.01.2020 (31. + 1 = 1. day) and the period is divided exactly into 12 months;\\ | ||
+ | Example B. 20.02.2019-19.12.2019 (19. + 1 = 20th day) and the period is divided exactly into 10 months. | ||
+ | => (01.03. kuni 30.11 = 9 kuud) + (20.02 kuni 28.02.2019 = 1/3 kuud) + (01.12 kuni 19.12.2019 = 2/3 kuud) = 10 kuud.\\ | ||
+ | Kui periodiseeritav summa on 300 EUR, siis näite A. puhul on perioodi summa: 300 EUR / 12 kuud = 25 EUR ning kõikidele perioodidele langeb sama summa. Näite B. puhul on perioodi summa: 300 EUR / 10 kuud = 30 EUR. Vahemikul 01.03.-30.11.2019 langeb igale kuule 30 EUR (ehk 9x30 EUR). Perioodide 20.02 -28.02.2019 ja 01.12-19.12.2019, | ||
+ | |||
+ | **Päevatäpsusega periodiseerimine** rakendub siis, kui periood ei jagune terveteks kuudeks ehk EI KEHTI reegel periodiseerimise lõpu päev + 1 = periodiseerimise alguse päev. | ||
===== 5. Examples ===== | ===== 5. Examples ===== | ||
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom