en:mustand:triinp:test
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
|
en:mustand:triinp:test [2022/04/19 12:00] triinp [4. Periodization] |
en:mustand:triinp:test [2022/04/19 12:54] triinp [4.1. Periodization methodology] |
||
|---|---|---|---|
| Line 115: | Line 115: | ||
| Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | 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 period can be divided into full months. | ||
| + | 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, which form an additional month, 30 EUR is divided so that the first period receives its share in proportion to the days remaining in that month and is based on a 30-day month => 30/30 * 20 days = 20 EUR. | ||
| + | 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 ''Settings > System settings > Finance settings > Automatic Periodization''. Then fill in the periodized period on purchase invoice (columns **Start** ja **End**). :!: The corresponding account must be filled in the account that is periodized. | ||
| + | |||
| + | **Example**: | ||
| + | |||
| + | {{:et:egon20190419-144520.png}} | ||
| + | |||
| + | {{:et:egon20190419-144536.png}} | ||
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
