en:mustand:triinp:test
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mustand:triinp:test [2022/04/19 15:05] – [2.1. Header fields] triinp | en:mustand:triinp:test [2022/04/19 16:26] – [4.4. Settings] triinp | ||
---|---|---|---|
Line 2: | Line 2: | ||
- | {{: | + | {{: |
===== 1. Purchase invoice buttons ===== | ===== 1. Purchase invoice buttons ===== | ||
==== 1.1. Unconfirmed purchase invoice header buttons ==== | ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ||
Line 17: | Line 17: | ||
* **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 | + | * **Forum** - you can read and write about Directo, also can start own forums |
* **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. | ||
Line 119: | Line 119: | ||
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 | + | **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 |
These periods are for example:\\ | These periods are for example:\\ | ||
Line 135: | Line 135: | ||
==== 4.2. Automatic periodization of purchase invoice ==== | ==== 4.2. Automatic periodization of purchase invoice ==== | ||
- | To automatically periodize purchase invoice, must activate the setting | + | '' |
**Example**: | **Example**: | ||
- | {{:et:egon20190419-144520.png}} | + | {{:et:triinp20220419-153424.png}} |
{{: | {{: | ||
+ | |||
+ | |||
+ | ==== 4.3. Periodization abort ==== | ||
+ | |||
+ | |||
+ | Periodization abort is intended to reverse a periodization transaction if the circumstances or conditions of the periodization transaction change. | ||
+ | |||
+ | For example an insurance contract, which costs were periodized, was terminated and the money is partially returned to the insurant. One option to abort the periodization is to manipulate the periodized transaction and change its end date to reflect reality (change the cost of the periods during which the transaction was cancelled to claim). But this may not be the best way and not possible if the restriction of editing the transactions of the original documents is enabled under the user's rights (this restriction is strongly recommended). An alternative and better method is to use the ** periodization abort ** functionality on the purchase invoice. | ||
+ | |||
+ | |||
+ | ==== 4.4. Settings ==== | ||
+ | |||
+ | Süsteemi seadistus **Automaatse periodiseerimise katkestamise konto** võimaldab sisestada konto, kuhu kantakse katkestatud osa summa. Tavaliselt kasutatakse selles situatsioonis nõudekontot. Parema kontrolli huvides on soovitav luua eraldi aktivakonto, | ||
+ | |||
+ | |||
+ | ==== 4.5. Use ==== | ||
+ | |||
+ | Periodiseerimise katkestamist saab rakendada ostuarvel, mille puhul on kasutatud automaatset periodiseerimist ning dokument peab olema kinnitatud. Sellisel juhul on ridade kolmanda saki all katkestamise läbiviimiseks vajalikud väljad: | ||
+ | {{: | ||
+ | |||
+ | **Katkestuse aeg**- periodiseerimise katkestamise kuupäev. See võib olla suvaline kuupäev, mis jääb algse periodiseerimise ajavahemiku piiresse. St. ei pea olema kuu lõpp vms. Katkestamine ei saa olla suletud perioodis; | ||
+ | **Katkestuse summa**- summa, mis tagastatakse periodiseerimise katkestamise järgselt; | ||
+ | **Katkestuse konto**- konto, kuhu kantakse periodiseerimise ülejääv summa. See täitub automaatselt, | ||
+ | |||
+ | Kõigi nimetatud väljade täitmine on kohustuslik periodiseerimise katkestamise toimumiseks. Kui väljad on täidetud, siis tuleb katkestamise lõpule viimiseks vajutada dokumendil nuppu **Salvesta**. Selle tulemusena salvestuvad katkestamise andmed dokumendi reale ja modifitseeritakse dokumendi kande seda osa, mis puudutab katkestamist: | ||
+ | |||
+ | Ostuarve:\\ | ||
+ | {{: | ||
+ | |||
+ | Kanne:\\ | ||
+ | {{: | ||
+ | |||
+ | :!: Tähelepanu: | ||
+ | * Katkestamise aeg ei saa jääda suletud perioodi; | ||
+ | * Katkestamise läbiviimine eeldab kinnitatud ostuarve muutmise õigust. | ||
===== 5. Examples ===== | ===== 5. Examples ===== | ||
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom