en:mustand:triinp:test
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en:mustand:triinp:test [2022/04/20 11:37] triinp [4.5. Use] |
en:mustand:triinp:test [2022/04/28 12:12] triinp [4.5. Use] |
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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 ==== | ||
| Line 28: | Line 28: | ||
| * **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/or_tasumine|tasumise]] to the purchase invoice | + | * **Payment -** generates [[et/or_tasumine|Tasumise]] to the purchase invoice |
| * **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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| Line 47: | Line 47: | ||
| * **Bank code** - bank code, can be selected by double-click or with Ctrl + Enter from the bank register. | * **Bank code** - bank code, can be selected by double-click or with Ctrl + Enter from the bank register. | ||
| * **Purchase order** - the number of the purchase order document to which the purchase invoice relates | * **Purchase order** - the number of the purchase order document to which the purchase invoice relates | ||
| - | * **Payment terms** - [[et/tingimus|tasumistingimus]]. Can be selected by double-clicking or using Ctrl+Enter | + | * **Payment terms** - [[et/tingimus|Tasumistingimus]]. Can be selected by double-clicking or using Ctrl+Enter |
| - | * **Object** - [[et/objekt|objekt]](id) ehk finantsdimensioon(id) related to the purchase invoice. Pressing on the object opens the inserted object card. | + | * **Object** - [[et/objekt|Objekt]](id) ehk finantsdimensioon(id) related to the purchase invoice. Pressing on the object opens the inserted object card. |
| * **Account No** - the bank account number where the purchase invoice will be paid to | * **Account No** - the bank account number where the purchase invoice will be paid to | ||
| * **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | * **S.Receipt** - the number of the stock receipt document to which the purchase invoice relates. | ||
| Line 58: | Line 58: | ||
| * **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | * **Op. date** - transaction is generated with this time after confirming the purchase invoice. The time of the invoice date is automatically set here | ||
| * **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | * **Project** - project code. Used if you want to link to a specific project. When a project is entered, the document is reflected in the project reports | ||
| - | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the [[et/or_aru_arved|ostuarved]] report, the inventory should be added to the line of the confirmed purchase invoice | + | * **Inventory** - if the purchase invoice is related to inventory, you can add the inventory code here. If you want to see the inventory code in the [[et/or_aru_arved|Ostuarved]] report, the inventory should be added to the line of the confirmed purchase invoice |
| - | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|sisearve]] | + | * **Internal Invoice** - the sales invoice number, which is filled in automatically when the purchase invoice is generated during the confirmation of the [[et/sisearve|Sisearve]] |
| * **VAT date** - date, by right-clicking opens the calendar view | * **VAT date** - date, by right-clicking opens the calendar view | ||
| * **Origin Country** - is automatically placed from vendor´s card when filled | * **Origin Country** - is automatically placed from vendor´s card when filled | ||
| * **Deal type** - choice of deal types | * **Deal type** - choice of deal types | ||
| - | * **Expence** - if the purchase invoice is related to an [[et/fin_kulutus|kulutusega]], you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected | + | * **Expence** - if the purchase invoice is related to an [[et/fin_kulutus|Kulutusega]], you can enter the expense number here. By double-clicking or with Ctrl+Enter the right expense can be selected |
| * **Received** - invoice date is automatically placed here | * **Received** - invoice date is automatically placed here | ||
| * **Type** - choice of purchase invoice types from system settings | * **Type** - choice of purchase invoice types from system settings | ||
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| **Example**: | **Example**: | ||
| - | {{:et:triinp20220419-153424.png}} | + | {{:et:triinp20220428-115115.png}} |
| - | {{:et:triinp20220420-090811.png}} | + | {{:et:triinp20220428-115222.png}} |
| Line 164: | Line 164: | ||
| 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: | 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:triinp20220428-115722.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.\\ | ||
| Line 176: | Line 176: | ||
| Transaction:\\ | Transaction:\\ | ||
| - | {{:et:triinp20220420-102221.png}} | + | {{:et:triinp20220428-121202.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 ===== | ||
| Line 204: | Line 204: | ||
| * **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 ==== | ==== 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: | 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}} | {{:et:jane20220302-122932.png}} | ||
| - | * Set by default quantity 1 on purchase invoice prepayment item card, then no error message will appear. | + | * To avoid error message set quantity 1 on purchase invoice prepayment item card by default. |
