Differences

This shows you the differences between two versions of the page.

--- en:yld_aru_projekt_tulukulu [2022/08/17 10:29] – [Project periodization] triinp
+++ en:yld_aru_projekt_tulukulu [2023/03/03 12:28] (current) – [3.1.3. Purchase invoice periodization by changing the project, object and account] triinp
@@ Line 10: / Line 10: @@
-===== 1. Filters and filter options =====
+===== 1.1. Fine-tuning =====
+Can be selected in fine tuning :
+{{:et:triinp20230303-121539.png}}
+  * **Leaves zero row to the document** -
+     * if the option is active the account, object or project can also be changed later on the purchase invoice
+     * if the option is not active, can only select the time period for periodization
+===== 1.2. Filters and filter options =====
   * **Project** - filtered by row project
@@ Line 38: / Line 47: @@
   * **WIP balance** - shows the balance of the project selected to the invoice row
   * **Qty to cost** - quantity that is expensed for the given period
-  * **% to Income** - %, which is charged as an expense for the given period
+  * **% to Income** - %, that is expensed for the given period
   * **Amount to cost** - the amount that is expensed for the given period
   * **Start** - periodization beginning, transaction periodization date
@@ Line 51: / Line 60: @@
   * The purchase and sales invoice must be created with a check mark in **"WIP"** box
   * You can **periodize by quantity, % or amount** in the project periodization report
-      * **Quantity** - the % and amount corresponding to the quantity are calculated. If quantity is important it should be marked.
+      * **Quantity** - the % and amount are calculated corresponding to the quantity. If quantity is important it should be marked.
       * **%** - sum is calculated by % (quantity is not calculated)
       * **Sum** - % is calculated by the sum (quantity is not calculated)
@@ Line 99: / Line 108: @@
 === 3.1.2. Purchase invoice periodization by changing the project and object ===
+If you want to change the original project, object or account during project periodization, the setting ''Leaves zero row to the document'' must be turned on under fine tuning.
+{{:et:triinp20230303-122611.png}}
+Example of project periodization:
 {{:et:triinp20220816-141708.png}}
@@ Line 112: / Line 127: @@
 === 3.1.3. Purchase invoice periodization by changing the project, object and account ===
+If you want to change the original project, object or account during project periodization, the setting ''Leaves zero row to the document'' must be turned on under fine tuning.
+{{:et:triinp20230303-122611.png}}
+Example of project periodization:
 {{:et:triinp20220816-143319.png}}
@@ Line 119: / Line 140: @@
 {{:et:triinp20220816-144007.png}}
-The cost is periodized to the new account from the original corresponding account.
+The cost is periodized from the original corresponding account to the new account.
 {{:et:triinp20220816-144635.png}}