{"id":28044,"date":"2022-08-11T11:59:39","date_gmt":"2022-08-11T11:59:39","guid":{"rendered":"https:\/\/www.erplybooks.com\/?page_id=28044"},"modified":"2023-07-06T11:47:08","modified_gmt":"2023-07-06T11:47:08","slug":"lepingupohine-eelarvestamine","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/et\/juhendid\/lepingupohine-eelarvestamine\/","title":{"rendered":"Lepingup\u00f5hine eelarvestamine"},"content":{"rendered":"

Lepingup\u00f5hine eelarvestamine<\/h1>\n

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Lepingup\u00f5hine eelarvestamine on artiklite l\u00f5ikes eelarvestamine. <\/span>See on m\u00f5eldud k\u00f5igile, kes teevad hinnapakkumise p\u00f5hjal t\u00f6\u00f6d kliendile ja tahavad oma kulud ja tulud kontrolli all hoida. <\/span>Kui teete mingeid pakkumisi, siis saab j\u00e4lgida n\u00e4iteks, kui palju kulub elektrit, k\u00fctust, t\u00f6\u00f6j\u00f5ukulu, ehitusmaterjali jne.<\/span><\/p>\n

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Kuidas teha lepingup\u00f5hist eelarvestamist?<\/h2>\n

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Lepingute mooduli aktiveerimine<\/h3>\n

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Selleks, et teha lepingup\u00f5hist eelarvestamist, on vaja aktiveerida lepingute moodul.\u00a0<\/span>Sellest, kuidas aktiveerida lepingute moodulit, saate lugeda l\u00e4hemalt <\/span>siit<\/span><\/a>.<\/span><\/p>\n

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Vajalikud pluginad<\/h3>\n

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Lepingute eelarvete j\u00e4lgimine eeldab uut projektiversiooni. Selle kohta leiab lisainfot <\/span>siit<\/span><\/a>.\u00a0<\/span><\/p>\n

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Ostu-m\u00fc\u00fcgi artiklite lisamine<\/h3>\n

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Ostu-M\u00fc\u00fcgi artiklid on lepingup\u00f5hisel eelarvestamises vajalikud selleks, et nende l\u00f5ikes n\u00e4ha tulemuslikkust ja neid v\u00f5rrelda.\u00a0<\/span>Artikleid on v\u00f5imalik lisada moodulist \u2018\u2019<\/span>M\u00dc\u00dcK<\/b>\u2019\u2019 v\u00f5i \u2018\u2019<\/span>OST<\/b>\u2019\u2019 \u2018\u2019<\/span>Ostu-m\u00fc\u00fcgi artiklite<\/b>\u2019\u2019 men\u00fc\u00fc alt.<\/span><\/p>\n

Uuele reale saab lisada artikli nime, valida, millised artiklid on seotud m\u00fc\u00fcgi- v\u00f5i\/ja ostuarvega, baashinna jne. L\u00e4hemalt ostu-m\u00fc\u00fcgi artiklitest saate lugeda <\/span>siit<\/span><\/a>. <\/span>Edaspidi tehtud artikleid on vaja m\u00fc\u00fcgilepingu, m\u00fc\u00fcgi- ja ostuarve koostamisel.\u00a0<\/span><\/p>\n

NB! Peale muudatuste tegemist salvestage ja uuendage veebilehek\u00fclge.\u00a0<\/span><\/p>\n

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Projektigruppide lisamine<\/h2>\n

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Projektigrupi lisamiseks ava (<\/span>S\u00e4tted -> Algandmed -> Projektigrupid<\/b>), vajuta<\/span> \u2018\u2019+\u2019\u2019 <\/b>nupu ning lisa oma valitud nimega projektigrupp. Pildil on m\u00e4\u00e4ratud projektigrupid <\/span>\u2018\u2019Osakonnad\u2019\u2019<\/b>, <\/span>\u2018\u2019Masinad\u2019\u2019<\/b>, <\/span>\u2018\u2019Objektid (lepingud)\u2019\u2019<\/b><\/p>\n

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Lepingup\u00f5hise eelarvestamise puhul on vaja lisada projektigrupp nimega <\/span>\u2018\u2019Objektid (lepingud)\u2019\u2019<\/b> selleks, et m\u00fc\u00fcgilepingu, m\u00fc\u00fcgi- ja ostuarve sisestamisel tekiksid tavalise projekti asemele projektigrupp nimetusega<\/span> \u2018\u2019Objektid (lepingud)\u2019\u2019<\/b>. Nii on v\u00f5imalik siduda arve kindla projektigrupiga ja projektiga.<\/span><\/p>\n

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Projektide lisamine<\/h2>\n

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Projekte saab lisada k\u00e4sitsi v\u00f5i automaatselt uue lepingu koostamisel lisades <\/span>\u2018\u2019Uus leping projektiks\u2019\u2019<\/b> reegli. <\/span>Lepingup\u00f5hisel eelarvestamisel oleks soovituslikum lisada reegel, mis teeb uuest lepingust automaatselt uue projekti. <\/span>Kuidas lisada seda reeglit, saate lugeda l\u00e4hemalt <\/span>siit<\/span><\/a>, alapealkirjast <\/span>\u2018\u2019Uus leping projektiks\u2019\u2019<\/b>.<\/span><\/p>\n

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M\u00fc\u00fcgilepingu ja M\u00fc\u00fcgiarve koostamine<\/h2>\n

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M\u00fc\u00fcgileping on eelarvestamise puhul eeldus ehk oletus, kui palju l\u00e4heb n\u00e4iteks ehitusmaterjale maja ehitamiseks. <\/span>M\u00fc\u00fcgileping n\u00e4eb v\u00e4lja samasugune nagu arve dokument. <\/span>Kui lisad artikli, siis ilmub arve rea peale informatsioon, mille oled antud artikli kohta salvestanud <\/span>\u2018\u2019Ostu-m\u00fc\u00fcgi artiklite\u2019\u2019 <\/b>men\u00fc\u00fcs.\u00a0<\/span><\/p>\n

Vajadusel muuda lahtreid, n\u00e4iteks koguse arvu.<\/span> \u2018\u2019Objektid (lepingud)\u2019\u2019 <\/b>lahter t\u00e4itub peale salvestamist, kui avad seda m\u00fc\u00fcgilepingut uuesti <\/span>(M\u00fc\u00fck -> Lepingud)<\/b>.<\/span><\/p>\n

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Kui m\u00fc\u00fcgileping on koostatud, siis salvestage see.\u00a0 <\/span>M\u00fc\u00fcgiarvet saab luua peale m\u00fc\u00fcgilepingu salvestamist. M\u00fc\u00fcgiarve koostamiseks vajutage alamen\u00fc\u00fcs nupule <\/span>\u2018\u2019Loo \u00fchendus\u2019\u2019 -> \u2018\u2019Loo arve\u2019\u2019<\/b>.<\/span><\/p>\n

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M\u00fc\u00fcgiarve n\u00e4itab eelarvestamises seda, kui palju on tegelikult m\u00fc\u00fcdud kliendile n\u00e4iteks ehitusmaterjali.<\/span><\/p>\n

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Ostuarve koostamine<\/h2>\n

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Ostuarve n\u00e4itab eelarvestamises seda, kui palju ja missuguse hinnaga osteti n\u00e4iteks ehitusmaterjali tegelikult. <\/span>Ostuarve lisamiseks ava <\/span>\u2018\u2019Ost<\/b> -> Ostuarve (lisa uus) -> Ostuarve\u2019\u2019<\/b>.\u00a0<\/span><\/p>\n

NB: Kui te ei n\u00e4e ostuarvete all artikleid, siis peab avama <\/span>\u2018\u2019S\u00e4tted -> \u00dcldised s\u00e4tted\u2019\u2019<\/b> ning v\u00f5tma maha reegli <\/span>number 18<\/b>.<\/span><\/p>\n

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Enne ostuarve koostamist peab olema valmis m\u00fc\u00fcgileping, et siduda ostuarvet m\u00fc\u00fcgilepinguga.<\/span> \u2018\u2019Objektid (lepingud)\u2019\u2019<\/b> lahtrisse peab valima m\u00fc\u00fcgilepingu.<\/span><\/p>\n

Kui ostuarve sai valmis, siis salvesta muudatused ning uuenda lehte (refresh).<\/span><\/p>\n

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Eelarve kontrollimine<\/h2>\n

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Kui m\u00fc\u00fcgileping, ostu- ja m\u00fc\u00fcgiarve on koostatud, siis saab kontrollida eelarvestamist aruandegeneraatoris v\u00f5i lisada JSONi.<\/span><\/p>\n

JSONi lisamiseks minge <\/span>Pealeht > Otsinguriba ><\/b> Parameters for Report Generator Saved Reports<\/b>.\u00a0<\/span><\/p>\n

Nime<\/b> veergu lisage enda valitud nimi.<\/span><\/p>\n

V\u00e4\u00e4rtuste<\/b> veergu: JSON<\/span><\/p>\n

T\u00fc\u00fcp<\/b>: lisate nime, mille all tahate n\u00e4ha seda aruannet <\/span>(Aruanded > Salvestatud Aruanded (sealt n\u00e4eb salvestatud aruannet)<\/b>.<\/span><\/p>\n

JSON n\u00e4idis: <\/span>{“parameters”:[{“rules”:[{“tableName”:”ARTICLE_ROW”,”fieldName”:”DEL_USER_ID”,”referenceType”:”IS_NULL”,”value”:””}],”index”:0},{“rules”:[{“tableName”:”DOCUMENT_PROJECT”,”fieldName”:”project_id”,”referenceType”:”IN”,”value”:”168916″}],”index”:1},{“rules”:[{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_SALES_CONTRACT”},{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_SELL”},{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_BUY”}],”index”:2}],”additionalColumns”:”ARTICLE_ROW.ROW_SUM=Leping_SUM|ARTICLE_ROW.ROW_SUM=Myyk_SUM|ARTICLE_ROW.ROW_SUM=Ost_SUM”,”columnPositionAndVisibilty”:[{“dataIndex”:”ARTICLE_NAME”,”column”:0,”text”:”Ostu-m\u00fc\u00fcgi artiklid.Nimi”,”width”:150,”hidden”:false},{“dataIndex”:”Leping_SUM”,”column”:1,”text”:”Leping_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Myyk_SUM”,”column”:2,”text”:”Myyk_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Ost_SUM”,”column”:3,”text”:”Ost_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Ostuvahe”,”column”:4,”text”:”Ostuvahe”,”width”:100,”hidden”:false},{“dataIndex”:”Ostuvahe %”,”column”:5,”text”:”Ostuvahe %”,”width”:100,”hidden”:false}],”storeParameters”:””,”formulaColumns”:”Ostuvahe:*PART=ADD*NUMBER(-1)*MULTIPLY*Ost_SUM*PART=ADD*Leping_SUM|Ostuvahe %:*PART=ADD*Ost_SUM*PART=DIV*Leping_SUM”,”outputLayout”:””,”limit”:””,”start”:””,”summaryRowField”:”ARTICLE.NAME”,”groupByOnDBLevel”:true,”groupByFinal”:””,”organisationIds”:””,”tables”:”ARTICLE_ROW|ARTICLE|DOCUMENT|DOCUMENT_PROJECT”,”output”:”ARTICLE.NAME|ARTICLE_ROW.ROW_SUM”,”groupBy”:”ARTICLE.NAME”}<\/span><\/p>\n

Kui teha aruannet aruandegeneraatoris, siis avage <\/span>\u2018\u2019Aruanded -> Aruandegeneraator -> Aruandegeneraator\u2019\u2019<\/b>.<\/span><\/p>\n

Tabeli<\/b> veergu lisa: Arved (Rows), Ostu-M\u00fc\u00fcgi artiklid, Arved, Arved – Projektid<\/span><\/p>\n

V\u00e4ljundite<\/b> veergu: Ostu-M\u00fc\u00fcgi artiklid.Nimi, Arved (Rows) Summa<\/span><\/p>\n

N\u00e4ita gruppides<\/b> veergu: Ostu-M\u00fc\u00fcgi artiklid.Nimi<\/span><\/p>\n

Projektina lisa M\u00fc\u00fcgileping, millega oled sidunud ostuarve.<\/span><\/p>\n

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Aruande tulemusena n\u00e4eme artikli nime, eeldust, tegelikkust ning ostuvahet nii eurodes kui ka protsentides.<\/span><\/p>\n

N\u00e4iteks, eeldasime, et katusematerjali peale l\u00e4heb 1600 eurot, aga tegelikult l\u00e4ks 1680 eurot, mis on rohkem, kui eeldasime. Seet\u00f5ttu on ostuvahe – 80 eurot v\u00f5i protsentides 105%. See t\u00e4hendab seda, et oleme t\u00e4itnud katusematerjali eelarvet 105% ulatuses.<\/span><\/p>\n

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Kui aruanne on salvestatud, siis hiljem saab seda n\u00e4ha lepingu tulemuses <\/span>(Aruanded -> Aruandegeneraator -> Salvestatud aruanded -> Lepingu tulemus)<\/b>.<\/span><\/p>\n

Samuti on v\u00f5imalik teha aruannet, et oleks n\u00e4ha lepingu koguselist tulemust ehk kui palju on ostetud\/m\u00fc\u00fcdud kogustes.\u00a0<\/span><\/p>\n

Seda aruannet saab teha samamoodi aruandegeneraatoris v\u00f5i lisada JSONi.<\/span><\/p>\n

JSON n\u00e4ide:<\/span><\/p>\n

{“parameters”:[{“rules”:[{“tableName”:”ARTICLE_ROW”,”fieldName”:”DEL_USER_ID”,”referenceType”:”IS_NULL”,”value”:””}],”index”:0},{“rules”:[{“tableName”:”DOCUMENT_PROJECT”,”fieldName”:”project_id”,”referenceType”:”IN”,”value”:”168916″}],”index”:1},{“rules”:[{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_SALES_CONTRACT”},{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_SELL”},{“tableName”:”DOCUMENT”,”fieldName”:”TYPE_CODE”,”referenceType”:”IN_OR”,”value”:”DOCUMENT_BUY”}],”index”:2}],”additionalColumns”:”ARTICLE_ROW.QUANTITY=Leping_SUM|ARTICLE_ROW.QUANTITY=Myyk_SUM|ARTICLE_ROW.QUANTITY=Ost_SUM”,”columnPositionAndVisibilty”:[{“dataIndex”:”ARTICLE_NAME”,”column”:0,”text”:”Ostu-m\u00fc\u00fcgi artiklid.Nimi”,”width”:150,”hidden”:false},{“dataIndex”:”Leping_SUM”,”column”:1,”text”:”Leping_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Myyk_SUM”,”column”:2,”text”:”Myyk_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Ost_SUM”,”column”:3,”text”:”Ost_SUM”,”width”:150,”hidden”:false},{“dataIndex”:”Ostuvahe”,”column”:4,”text”:”Ostuvahe”,”width”:100,”hidden”:false},{“dataIndex”:”Ostuvahe %”,”column”:5,”text”:”Ostuvahe %”,”width”:100,”hidden”:false}],”storeParameters”:””,”formulaColumns”:”Ostuvahe:*PART=ADD*NUMBER(-1)*MULTIPLY*Ost_SUM*PART=ADD*Leping_SUM|Ostuvahe %:*PART=ADD*Ost_SUM*PART=DIV*Leping_SUM”,”outputLayout”:””,”limit”:””,”start”:””,”summaryRowField”:”ARTICLE.NAME”,”groupByOnDBLevel”:true,”groupByFinal”:””,”organisationIds”:””,”tables”:”ARTICLE_ROW|ARTICLE|DOCUMENT|DOCUMENT_PROJECT”,”output”:”ARTICLE.NAME|ARTICLE_ROW.QUANTITY”,”groupBy”:”ARTICLE.NAME”}<\/span><\/p>\n

Kui lisada aruannet aruandegeneraatoris, siis tuleb avada<\/span> (Aruanded -> Aruandegeneraator -> Aruandegeneraator)<\/b>.<\/span><\/p>\n

Tabeli<\/b> veergu lisa: Arved (Rows), Ostu-M\u00fc\u00fcgi artiklid, Arved, Arved – Projektid<\/span><\/p>\n

V\u00e4ljundite<\/b> veergu: Ostu-M\u00fc\u00fcgi artiklid.Nimi, Arved (Rows).Kogus<\/span><\/p>\n

N\u00e4ita gruppides<\/b> veergu: Ostu-M\u00fc\u00fcgi artiklid.Nimi<\/span><\/p>\n

Projektina lisage M\u00fc\u00fcgileping.\u00a0<\/span><\/p>\n

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Koguste aruanne n\u00e4eb v\u00e4lja samamoodi nagu aruanne eurodes. <\/span>N\u00e4iteks, eeldasime, et seinaplokke l\u00e4heb 300 tk, aga tegelikult l\u00e4ks 100 tk, mis on v\u00e4hem, kui eeldasime. Sellep\u00e4rast on ostuvahe 200 tk ja protsentides 33%. See t\u00e4hendab, et oleme t\u00e4itnud seinaplokkide eelarvet 33% ulatuses.<\/span><\/p>\n

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Hiljem saab seda aruannet n\u00e4ha <\/span>\u2018\u2019Aruanded -> Aruandegeneraator -> Salvestatud aruanded -> Lepingu koguste tulemus\u2019\u2019<\/b>.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Lepingup\u00f5hine eelarvestamine   Lepingup\u00f5hine eelarvestamine on artiklite l\u00f5ikes eelarvestamine. See on m\u00f5eldud k\u00f5igile, kes teevad hinnapakkumise p\u00f5hjal t\u00f6\u00f6d kliendile ja tahavad oma kulud ja tulud kontrolli all hoida. Kui teete mingeid pakkumisi, siis saab j\u00e4lgida n\u00e4iteks, kui palju kulub elektrit, k\u00fctust, t\u00f6\u00f6j\u00f5ukulu, ehitusmaterjali jne.   Kuidas teha lepingup\u00f5hist eelarvestamist?   Lepingute mooduli aktiveerimine   Selleks, […]<\/p>\n","protected":false},"author":22,"featured_media":0,"parent":3312,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[452],"tags":[635,938],"class_list":["post-28044","page","type-page","status-publish","hentry","category-muuk","tag-eelarvestamine","tag-leping"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/28044","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/comments?post=28044"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/28044\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/3312"}],"wp:attachment":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/media?parent=28044"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/categories?post=28044"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/tags?post=28044"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}