en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 11:45] – [2.2. Row fields] triinp | en:mustand:triinp:test [2022/04/19 12:25] – [4.1. Periodization methodology] triinp | ||
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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