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en:mustand:triinp:test [2022/04/19 15:05] triinp [2.1. Header fields] |
en:mustand:triinp:test [2022/04/19 15:52] triinp [4.1. Periodization methodology] |
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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** - you can read and write about Directo as well as start your own in-house forums if you wish. | + | * **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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Periodization is based on two rules: **monthly periodization** and **daily periodization**.\\ | 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. | + | **Monthly periodization** - period is divided into months and 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:\\ | These periods are for example:\\ | ||
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==== 4.2. Automatic periodization of purchase invoice ==== | ==== 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. | + | ''Settings > System settings > Finance settings > Automatic Periodization'' must be activated to periodize purchase invoice automatically. 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**: | **Example**: | ||
- | {{:et:egon20190419-144520.png}} | + | {{:et:triinp20220419-153424.png}} |
{{:et:egon20190419-144536.png}} | {{:et:egon20190419-144536.png}} |