en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 12:00] – [4. Periodization] triinp | en:mustand:triinp:test [2022/04/19 12:45] – [4.1. Periodization methodology] triinp | ||
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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 | ||
+ | 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. 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.\\ | ||
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+ | **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. | ||
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===== 5. Examples ===== | ===== 5. Examples ===== |
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom