en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 16:16] triinp [4.3. Periodization abort] |
en:mustand:triinp:test [2022/04/20 09:08] triinp [4.2. Automatic periodization of purchase invoice] |
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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. | 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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| + | **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, kui on täidetud eelnimetatud süsteemi seadistus. Sõltumata sellest saab seda dokumendi peal muuta.\\ | ||
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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 ===== | ||
