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en:yld_aru_projekt_tulukulu [2022/08/17 10:34] – [3. Operation] triinpen: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   * **Project** - filtered by row project
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   * **WIP balance** - shows the balance of the project selected to the invoice row   * **WIP balance** - shows the balance of the project selected to the invoice row
   * **Qty to cost** - quantity that is expensed for the given period   * **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   * **Amount to cost** - the amount that is expensed for the given period
   * **Start** - periodization beginning, transaction periodization date   * **Start** - periodization beginning, transaction periodization date
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 === 3.1.2. Purchase invoice periodization by changing the project and object === === 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}} {{:et:triinp20220816-141708.png}}
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 === 3.1.3. Purchase invoice periodization by changing the project, object and account === === 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}} {{:et:triinp20220816-143319.png}}
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 {{:et:triinp20220816-144007.png}} {{: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}} {{:et:triinp20220816-144635.png}}
en/yld_aru_projekt_tulukulu.1660721642.txt.gz · Last modified: 2022/08/17 10:34 by triinp

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