en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 16:14] triinp [4.2. Automatic periodization of purchase invoice] |
en:mustand:triinp:test [2022/04/20 09:22] triinp [4.5. Use] |
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| Periodization abort is intended to reverse a periodization transaction if the circumstances or conditions of the periodization transaction change. | 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 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. | + | 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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| + | System setting **Automatic Purchase Invoice Periodization Abort Account** allows to enter an account to which the aborted amount will be transferred. | ||
| + | A receivables account is usually used in this situation. For better control, it is recommended to create a separate asset account, for example "Aborted Periodizations". Aborted amount will remain in this account after the periodization abort. | ||
| + | If the amount is credited to a bank account, it is recorded in a separate transaction (D Bank; K Periodization abort). This setting is optional, offers convenience and it can also be done by entering the appropriate account during the transaction. | ||
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| + | ==== 4.5. Use ==== | ||
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| + | Periodization abort can be applied to a purchase invoice that uses automatic periodization and the document must be confirmed. To abort the periodization there are buttons below the third dot at the top of the lines: | ||
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| + | {{:et:triinp20220419-164514.png}} | ||
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| + | **Abort date**- periodization abort date. This can be any date, which remains within the initial periodization period. This means it does not have to be the end of the month, etc. Periodization abort cannot be in a closed period.\\ | ||
| + | **Abort amount**- the amount that will be refunded after the periodization abort;\\ | ||
| + | **Abort account**- the account into where the remaining periodization amount is transferred. It will fill up automatically when the above system setup is completed. But it can be changed on the document as well.\\ | ||
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| + | 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:\\ | ||
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| + | Ostuarve:\\ | ||
| + | {{:et:egon20190419-145744.png}} | ||
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| + | Kanne:\\ | ||
| + | {{:et:egon20190419-150331.png}} | ||
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| + | :!: Tähelepanu: | ||
| + | * Katkestamise aeg ei saa jääda suletud perioodi; | ||
| + | * Katkestamise läbiviimine eeldab kinnitatud ostuarve muutmise õigust. | ||
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
