en:mustand:triinp:test
Differences
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Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:mustand:triinp:test [2022/04/20 09:39] – [4.5. Use] triinp | en:mustand:triinp:test [2022/04/28 11:32] – [1.2. Confirmed purchase invoice buttons] triinp | ||
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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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* **Credit -** generates credit invoice filled in on the purchase invoice basis | * **Credit -** generates credit invoice filled in on the purchase invoice basis | ||
* **Transaction -** opens a transaction related to the purchase invoice | * **Transaction -** opens a transaction related to the purchase invoice | ||
- | * **Payment -** generates [[et/ | + | * **Payment -** generates [[et/ |
* **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | * **CashOUT -** generates a cash withdrawal order with the information from the purchase invoice | ||
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Pressing the {{: | Pressing the {{: | ||
- | {{: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 | + | The periodization functionality has been applied to the **Purchase Invoice ** and ** Expense ** to periodize expenses and to the ** Sales Invoice ** to periodize |
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 | + | ==== 4.2. Automatic purchase invoice |
- | '' | + | '' |
+ | :!: The corresponding account must be fulfilled | ||
**Example**: | **Example**: | ||
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==== 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. | + | Periodization abort can be applied to a purchase invoice that uses automatic periodization and the document must be confirmed. |
- | {{: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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Purchase invoice:\\ | Purchase invoice:\\ | ||
- | {{:et:egon20190419-145744.png}} | + | {{:et:triinp20220420-101722.png}} |
Transaction: | Transaction: | ||
- | {{:et:egon20190419-150331.png}} | + | {{:et:triinp20220420-102221.png}} |
:!: Attention: | :!: Attention: | ||
* Abort date cannot be in closed period | * Abort date cannot be in closed period | ||
- | * Periodization abort requires the right to change the confirmed purchase invoice | + | * Periodization abort requires the right to change the confirmed purchase invoice. |
===== 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. 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: | ||
+ | {{: | ||
+ | * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. |
en/mustand/triinp/test.txt · Last modified: 2024/04/26 15:03 by kellylytom