en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 12:00] triinp [4. Periodization] |
en:mustand:triinp:test [2022/04/19 12:33] triinp [4.1. Periodization methodology] |
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| 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 in. | 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 in. | ||
| Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | ||
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| + | ==== 4.1. Periodization methodology ==== | ||
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| + | Periodization is based on two rules: **monthly periodization** and **daily periodization**.\\ | ||
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| + | **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 period can be divided into full months. | ||
| + | These periods are for example:\\ | ||
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| + | Example A. 01.02.2019-31.01.2020 (31. + 1 = 1. day) and the period is divided exactly into 12 months;\\ | ||
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| + | 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.\\ | ||
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| + | 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. 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, mis moodustavad täiendava kuu, vahel jagatakse 30 EUR selliselt, et esimene periood saab oma osa proportsionaalselt sellest kuust perioodi jäävate päevad alusel ning aluseks on 30-päevane kuu => 30 / 30 * 20 päeva = 20 EUR. Viimasele osalisele kuule langeb periodiseerimise jääk ehk 300 - 270 - 20 = 10 EUR.\\ | ||
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| + | **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 ===== | ||
