en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 11:56] – [4. Periodization] triinp | en:mustand:triinp:test [2022/04/19 15:29] – [Purchase invoice] triinp | ||
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- | {{: | + | {{: |
===== 1. Purchase invoice buttons ===== | ===== 1. Purchase invoice buttons ===== | ||
==== 1.1. Unconfirmed purchase invoice header buttons ==== | ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ||
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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** - | + | * **Forum** - you can read and write about Directo, also can start own forums within company |
* **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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* **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/ | * **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/ | ||
* **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/ | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/ | ||
- | * **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 | ||
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* **Reclamation** - by the amount entered here, it is possible to reduce the amount of payment created through the payment forecast | * **Reclamation** - by the amount entered here, it is possible to reduce the amount of payment created through the payment forecast | ||
* **Recl. description** - free text field for reclamation | * **Recl. description** - free text field for reclamation | ||
- | * **Split by resources ** - | + | * **Split by resources ** - divides the rows marked with the resource number |
* **Comment** - free text field for comments | * **Comment** - free text field for comments | ||
* **e-mail** - the default email address will be taken from here when emailing the invoice | * **e-mail** - the default email address will be taken from here when emailing the invoice | ||
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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 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**.\\ | 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**.\\ | ||
- | Periodiseerimist | + | Periodization can be started automatically. Automatic periodization takes place when confirming the document, if the corresponding setting is switched |
+ | 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 date. Periodization | ||
+ | These periods are for example: | ||
+ | |||
+ | 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. until 30.11 = 9 months) + (20.02 until 28.02.2019 = 1/3 months) + (01.12 until 19.12.2019 = 2/3 months) = 10 months.\\ | ||
+ | |||
+ | If the periodized sum is 300 EUR, then in example A the period sum is: 300 EUR / 12 months = 25 EUR and the same sum applies to all periods. | ||
+ | In example B the period sum is: 300 EUR / 10 months = 30 EUR. 30 EUR applies to every month in period 01.03.-30.11.2019 (9x30 EUR). Between the periods 20.02 -28.02.2019 and 01.12-19.12.2019, | ||
+ | The periodization balance goes to last partial month 300 - 270 - 20 = 10 EUR.\\ | ||
+ | |||
+ | **Monthly periodization**- applies if the period is not divided into full months or the rule periodization end date + 1 = periodization start date does not apply. | ||
+ | |||
+ | ==== 4.2. Automatic periodization of purchase invoice ==== | ||
+ | |||
+ | To automatically periodize purchase invoice, must activate the setting '' | ||
+ | |||
+ | **Example**: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | {{: | ||
===== 5. Examples ===== | ===== 5. Examples ===== | ||
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom