en:mustand:triinp:test
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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en:mustand:triinp:test [2022/04/19 12:45] triinp [4.1. Periodization methodology] |
en:mustand:triinp:test [2022/04/19 15:07] triinp [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/or_aru_arved|ostuarved]] report, the inventory should be added to the line of the confirmed purchase invoice | * **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/or_aru_arved|ostuarved]] report, the inventory should be added to the line of the confirmed purchase invoice | ||
| * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|sisearve]] | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|sisearve]] | ||
| - | * **VAT date** | + | * **VAT date** - date, by right-clicking opens the calendar view |
| * **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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| **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. | **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**: | ||
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| + | {{:et:egon20190419-144520.png}} | ||
| + | |||
| + | {{:et:egon20190419-144536.png}} | ||
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
