en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 15:48] triinp [4.2. Automatic periodization of purchase invoice] |
en:mustand:triinp:test [2022/04/19 16:14] triinp [4.2. Automatic periodization of 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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| {{: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 period 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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| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
