en:mustand:triinp:test
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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en:mustand:triinp:test [2022/04/20 09:22] triinp [4.5. Use] |
en:mustand:triinp:test [2022/04/20 11:24] triinp [6.1. Confirming prepayment on purchase invoice gives error message] |
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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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| **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** ja **End**). |
| + | :!: The corresponding account must be filled in the account that is periodized. | ||
| **Example**: | **Example**: | ||
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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: | 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: | ||
| - | {{:et:triinp20220419-164514.png}} | + | {{:et:triinp20220420-101536.png}} |
| **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 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.\\ | ||
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| **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.\\ | **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 Katkestamise läbiviimine eeldab kinnitatud ostuarve muutmise õigust. |
| ===== 5. Examples ===== | ===== 5. Examples ===== | ||
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| * **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. | ||
| + | |||
| + | ==== 6.1. 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}} | ||
| + | * Set by default quantity 1 on purchase invoice prepayment item card, then no error message will appear. | ||
