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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 15:33] triinp [4.2. Automatic periodization of purchase invoice] |
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- | {{:et:triinp20220419-100309.png}} | + | {{:et:triinp20220419-152906.png}} |
===== 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/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. | ||
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+ | **Example**: | ||
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+ | {{:et:triinp20220419-153320.png}} | ||
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+ | {{:et:egon20190419-144536.png}} | ||
===== 5. Examples ===== | ===== 5. Examples ===== | ||