en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/20 09:07] triinp [4.5. Use] |
en:mustand:triinp:test [2022/04/28 09:50] triinp [Purchase invoice] |
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| - | {{:et:triinp20220419-152906.png}} | + | {{:et:triinp20220428-095031.png}} |
| ===== 1. Purchase invoice buttons ===== | ===== 1. Purchase invoice buttons ===== | ||
| ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ==== 1.1. Unconfirmed purchase invoice header buttons ==== | ||
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| Pressing the {{:et:triinp20220418-135445.png}} button on the right side of the header, opens the fine-tuning settings. | Pressing the {{:et:triinp20220418-135445.png}} button on the right side of the header, opens the fine-tuning settings. | ||
| - | {{:et:jane20211021-213652.png}} | + | {{:et:triinp20220420-094603.png}} |
| * **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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| The periodization functionality allows you to provide the necessary parameters when entering the original document, so that a periodic entry is made immediately after the document is saved. | The periodization functionality allows you to provide the necessary parameters when entering the original document, so that a periodic entry is made immediately after the document is saved. | ||
| - | The periodization functionality has been applied to the **Purchase Invoice ** and ** Expense ** to periodize expenses and to the ** Sales Invoice ** to periodize income. It can also be used on **Transaction**.\\ | + | The periodization functionality has been applied to the **Purchase Invoice ** and ** Expense ** to periodize expenses and to the ** Sales Invoice ** to periodize incomes. It can also be used on **Transaction**.\\ |
| Periodization can be started automatically. Automatic periodization takes place when confirming the document, if the corresponding setting is switched on and the required fields on the document have been filled in. | Periodization can be started automatically. Automatic periodization takes place when confirming the document, if the corresponding setting is switched on and the required fields on the document have been filled in. | ||
| Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | Automatic periodization is applicable to ** Purchase Invoice **, ** Expense ** and ** Invoice **. | ||
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| **Monthly periodization**- applies if the period is not divided into full months or the rule periodization end date + 1 = periodization start date does not apply. | **Monthly periodization**- applies if the period is not divided into full months or the rule periodization end date + 1 = periodization start date does not apply. | ||
| - | ==== 4.2. Automatic periodization of purchase invoice ==== | + | ==== 4.2. Automatic purchase invoice periodization ==== |
| - | ''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. | + | ''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** and **End**). |
| + | :!: The corresponding account must be fulfilled in the account that is periodized. | ||
| **Example**: | **Example**: | ||
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| {{:et:triinp20220419-153424.png}} | {{:et:triinp20220419-153424.png}} | ||
| - | {{:et:egon20190419-144536.png}} | + | {{:et:triinp20220420-090811.png}} |
| Line 161: | Line 162: | ||
| ==== 4.5. Use ==== | ==== 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: | + | Periodization abort can be applied to a purchase invoice that uses automatic periodization and the document must be confirmed. Required fields to abort the periodization are below the third dot at the top of the lines: |
| - | {{:et:triinp20220419-164514.png}} | + | {{:et:triinp20220420-101536.png}} |
| - | **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;\\ | + | **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.\\ |
| - | **Katkestuse summa**- summa, mis tagastatakse periodiseerimise katkestamise järgselt;\\ | + | **Abort amount**- the amount that will be refunded after the periodization abort;\\ |
| - | **Katkestuse konto**- konto, kuhu kantakse periodiseerimise ülejääv summa. See täitub automaatselt, kui on täidetud eelnimetatud süsteemi seadistus. Sõltumata sellest saab seda dokumendi peal muuta.\\ | + | **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.\\ |
| - | 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:\\ | + | 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:\\ |
| - | Ostuarve:\\ | + | Purchase invoice:\\ |
| - | {{:et:egon20190419-145744.png}} | + | {{:et:triinp20220420-101722.png}} |
| - | Kanne:\\ | + | Transaction:\\ |
| - | {{:et:egon20190419-150331.png}} | + | {{:et:triinp20220420-102221.png}} |
| - | :!: Tähelepanu: | + | :!: Attention: |
| - | * Katkestamise aeg ei saa jääda suletud perioodi; | + | * Abort date cannot be in closed period |
| - | * Katkestamise läbiviimine eeldab kinnitatud ostuarve muutmise õigust. | + | * Periodization abort requires the right to change the confirmed purchase invoice. |
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
| Line 202: | Line 203: | ||
| * **several fields at once** - as many fields as needed can be selected and in any order. | * **several fields at once** - as many fields as needed can be selected and in any order. | ||
| + | |||
| + | ===== 6. Questions ===== | ||
| + | ==== 6.1. Confirming prepayment on purchase invoice gives error message ==== | ||
| + | |||
| + | If you want to do a prepayment on purchase invoice to the vendor, prepayment is selected as payment term and E2 item on row, but error message appears on confirmation: | ||
| + | {{:et:jane20220302-122932.png}} | ||
| + | * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. | ||
