en:yld_aru_projekt_tulukulu
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en:yld_aru_projekt_tulukulu [2022/08/17 10:29] 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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| - | ===== 1. Filters and filter options ===== | + | ===== 1.1. Fine-tuning ===== |
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| + | Can be selected in fine tuning : | ||
| + | |||
| + | {{:et:triinp20230303-121539.png}} | ||
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| + | * **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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| * 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 === | ||
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| + | 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}} | ||
