en:or_arve
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en:or_arve [2022/06/07 09:40] triinp [5.2. Prepayment use] |
en:or_arve [2022/07/26 09:43] triinp [4.3. Automatic purchase invoice periodization - different objects / projects in the accounts] |
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| * **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|Object]](s) or financial dimension(s) 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. | ||
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| - | ==== 4.3. Periodization abort ==== | + | |
| + | ==== 4.3. Automatic purchase invoice periodization - different objects / projects in the accounts ==== | ||
| + | |||
| + | If it is necessary that periodization account has different objects/projects than corresponding account (future periods cost), then the cost account objects should be entered to the Corr. object field and projects to the Corr. project field. | ||
| + | |||
| + | Example | ||
| + | {{:et:triinp20220622-105113.png}} | ||
| + | |||
| + | Finance transaction | ||
| + | {{:et:triinp20220622-104942.png}} | ||
| + | |||
| + | ==== 4.4. Periodization abort ==== | ||
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| - | ==== 4.4. Settings ==== | + | === 4.4.1. Settings === |
| System setting **Automatic Purchase Invoice Periodization Abort Account** allows to enter an account to which the aborted amount will be transferred. | System setting **Automatic Purchase Invoice Periodization Abort Account** allows to enter an account to which the aborted amount will be transferred. | ||
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| - | ==== 4.5. Use ==== | + | === 4.4.2. Use === |
| 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: | ||
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| If you enter the sum directly in the Prepayment field, the prepayments will be linked to the purchase invoice in the order of the date after confirmation. | If you enter the sum directly in the Prepayment field, the prepayments will be linked to the purchase invoice in the order of the date after confirmation. | ||
| - | If there are more prepayments and you want to link one specific prepayment sum, then: | + | If there are multiple prepayments and you want to link one specific prepayment sum, then: |
| * press __Prepayment__ | * press __Prepayment__ | ||
| - | * opens Prepayment list, that can be used | + | * prepayment list, that can be used, opens |
| - | * ettemaksude nimekirjas __Valitud__ väljal saab topeltkliki abil või käsitsi kirjutada soovitud summa, mida siduda ostuarvega. | + | * it is possible to enter manually or by double-clicking in the prepayment list field __Selected__ the sum that is wanted to link to the purchase invoice. |
| - | * Kui on mitu ettemaksu, saab valida millist ettemaksu rida kasutada. Võimalus on kasutada ka mitut ettemaksu korraga. | + | * if there are multiple prepayments, you can choose which prepayment line to use. It is also possible to use several prepayments at once. |
| {{:et:jane20220604-130922.png}} | {{:et:jane20220604-130922.png}} | ||
