en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/20 10:15] triinp [4.5. Use] |
en:mustand:triinp:test [2022/04/20 12:06] triinp [6.1. Confirming prepayment on purchase invoice gives error message] |
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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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| ==== 4.2. Automatic purchase invoice periodization ==== | ==== 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**). | + | ''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 filled in the account that is periodized. | + | :!: The corresponding account must be fulfilled in the account that is periodized. |
| **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. 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:triinp20220420-101536.png}} | {{:et:triinp20220420-101536.png}} | ||
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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 Katkestamise läbiviimine eeldab kinnitatud ostuarve muutmise õigust. | + | * 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: | ||
| + | {{:et:jane20220302-122932.png}} | ||
| + | * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. | ||
