en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 15:34] triinp [4.2. Automatic periodization of purchase invoice] |
en:mustand:triinp:test [2022/04/19 16:25] triinp [4.3. Periodization abort] |
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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**: | ||
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| {{:et:egon20190419-144536.png}} | {{:et:egon20190419-144536.png}} | ||
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| + | ==== 4.3. Periodization abort ==== | ||
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| + | Periodization abort is intended to reverse a periodization transaction if the circumstances or conditions of the periodization transaction change. | ||
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| + | 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. | ||
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| + | ==== 4.4. Settings ==== | ||
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| + | 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, näiteks "Katkestatud periodiseerimised" vms. Periodiseerimise katkestamise järel jääb tagasinõutav summa sellele kontole. Kui summa laekub kunagi pangakontole, siis see kajastatakse eraldi tehinguga (D Pank; K Katkestatud periodiseerimised). Antud seadistuse täitmine ei ole kohustuslik, vaid pakub mugavust ning periodiseerimise katkestamise saab läbi viia ka tehingu käigus vastavat kontot sisestades. | ||
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
