en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/19 16:25] – [4.3. Periodization abort] triinp | en:mustand:triinp:test [2022/04/20 09:46] – [3. Fine-tuning] triinp | ||
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* **Attachment preview** - choices none, right, down | * **Attachment preview** - choices none, right, down | ||
* **Supplier info is updated on copy** - if the supplier´s card has been changed, the copy will be filled in with the valid information from the supplier´s card (for example bank account has changed) | * **Supplier info is updated on copy** - if the supplier´s card has been changed, the copy will be filled in with the valid information from the supplier´s card (for example bank account has changed) | ||
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{{: | {{: | ||
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==== 4.4. Settings ==== | ==== 4.4. Settings ==== | ||
- | Süsteemi seadistus | + | System setting |
+ | A receivables account is usually used in this situation. For better control, it is recommended to create a separate asset account, for example | ||
+ | If the amount is credited to a bank account, it is recorded in a separate transaction | ||
+ | |||
+ | |||
+ | ==== 4.5. Use ==== | ||
+ | |||
+ | 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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+ | **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.\\ | ||
+ | |||
+ | It is mandatory to fill all these fields to abort periodization. When all the fields are filled, save the document to complete the periodization abort. As a result all the periodization abort data will be saved on the document and the transaction abort part will be modified: | ||
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+ | Purchase invoice: | ||
+ | {{: | ||
+ | |||
+ | Transaction: | ||
+ | {{: | ||
+ | |||
+ | :!: Attention: | ||
+ | * Abort date cannot be in closed period | ||
+ | * Periodization abort requires the right to change the confirmed purchase invoice 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