en:yld_aru_projekt_tulukulu
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en:yld_aru_projekt_tulukulu [2022/08/17 10:28] triinp [Project periodization] |
en:yld_aru_projekt_tulukulu [2023/03/03 12:28] (current) triinp [3.1.3. Purchase invoice periodization by changing the project, object and account] |
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| ====== Project periodization ====== | ====== Project periodization ====== | ||
| - | If the cell "WIP" is marked and the project is filled in the purchase or sales invoice row, then costs and incomes of that row do not go directly to costs and incomes, but remain on the corresponding account. | + | If the cell "WIP" is marked and the project is filled in the purchase or sales invoice row, then the costs and incomes of these rows do not go directly to costs and incomes, but remain on the corresponding account. |
| The purchase and sales invoice rows described above appear in the project periodization report. | The purchase and sales invoice rows described above appear in the project periodization report. | ||
| 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 | ||
| Line 38: | Line 47: | ||
| * **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 | ||
| Line 51: | Line 60: | ||
| * The purchase and sales invoice must be created with a check mark in **"WIP"** box | * 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 | * 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 % (quantity is not calculated) | ||
| * **Sum** - % is calculated by the sum (quantity is not calculated) | * **Sum** - % is calculated by the sum (quantity is not calculated) | ||
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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}} | ||
| Line 112: | Line 127: | ||
| === 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}} | ||
| Line 119: | Line 140: | ||
| {{: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}} | ||
