{"id":6991,"date":"2018-01-11T07:03:46","date_gmt":"2018-01-11T07:03:46","guid":{"rendered":"http:\/\/www.erplybooks.com\/?page_id=6991\/"},"modified":"2023-07-04T10:17:16","modified_gmt":"2023-07-04T10:17:16","slug":"kannete-valideerimine","status":"publish","type":"page","link":"https:\/\/www.erplybooks.com\/et\/juhendid\/kannete-valideerimine\/","title":{"rendered":"Kannete valideerimine"},"content":{"rendered":"<h1><strong>Kannete valideerimine<\/strong><\/h1>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">K\u00e4esolev juhend kirjeldab, kuidas toimub kannete valideerimine ERPLY Books&#8217;is. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Funktsionaalsus on m\u00f5eldud j\u00e4rgmistel juhtudel: <\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sul on vaja igale kandele m\u00e4\u00e4rata kindlad projektid ja on vaja panna peale kontroll, et k\u00f5ik kanded sisaldavad projekte.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sul on vaja saata kanded ERPLY Booksist v\u00e4lisesse s\u00fcsteemi, kuid sinna saatmisel peavad kanded sisaldama projekte ja muid tunnuseid.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>Kannete valideerimise reeglid<\/strong><\/h3>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Leidub n-\u00f6 aadress, mis vastab kandele: <\/strong>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupp A<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B, C<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B, C, D<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B, C, D, E<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B, C, D, E, F<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leidub reegel, kus konto puudub v\u00f5i vastab kande kontole ja kandel on m\u00e4\u00e4ratud projektigrupid A, B, C, D, E, F, G<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><strong>Kontole vastavad reeglid: <\/strong>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kui on m\u00e4\u00e4ratud konto X, siis peab olema m\u00e4\u00e4ratud projektigrupp A. (\u00dchele kontole saab lisada nii palju reegleid kui palju tarvis).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\"><strong>Projektigrupi v\u00e4listamine konkreetselt kontolt<\/strong>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kui on m\u00e4\u00e4ratud konto X, siis \u00e4ra lisa projektigruppi A.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kui konto number algab t\u00e4htedega X, siis \u00e4ra lisa projektigruppi A (n\u00e4iteks selle jaoks, et lisada projektigrupp A ainult kulukontodele ja kulukontod hakkavad numbriga 6, siis lisa viis rida reeglitega, kus on X v\u00e4\u00e4rtuseks 1, 2, 3, 4 ja 5)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3><strong>Seadistamine<\/strong><\/h3>\n<ul>\n<li><span style=\"font-weight: 400;\">Kannete kinnitusringi kasutamisek ava &#8220;<strong>S\u00e4tted&#8221; &gt; &#8220;\u00dcldised s\u00e4tted&#8221;<\/strong> ja pane linnuke j\u00e4rgmise seadistuse ette:<\/span>\n<ul>\n<li style=\"list-style-type: none;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24018\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2021\/09\/Screenshot-2021-09-17-at-09.58.15.png\" alt=\"\" width=\"317\" height=\"36\" \/><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"font-weight: 400;\">Aadresside seadistamiseks otsi pealehe otsingust<strong> \u201cKontode postitusaadressid\u201d<\/strong> ja lisa soovitud read. <\/span><\/li>\n<li><span style=\"font-weight: 400;\">Kontode reeglite seadistamiseks otsi pealehe otsingust <strong>\u201cKoondaruande kontode reeglid\u201d.<\/strong> Lisa sinna iga \u00fcksik reegel konto kohta.<\/span><\/li>\n<\/ul>\n<p>Kande valideerimise reegleid o<span style=\"font-weight: 400;\">n v\u00f5imalik lisada ka v\u00e4ltimaks raamatupidamislikke vigu. N\u00e4iteks soovid lisada reegli, et N\u00f5uded ostjatele kontol tohib kasutada ainult \u2018\u2019M\u00fc\u00fcgiarvete kanded ja laekumised\u2019\u2019 kande t\u00fc\u00fcpi ehk k\u00f5ikide teiste kande t\u00fc\u00fcpide kasutamine N\u00f5uded ostjatele kontol on keelatud.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kande valideerimisreeglid saad seadistada <strong>\u00dcldiste s\u00e4tete<\/strong> all (S\u00e4tted -&gt; \u00dcldised s\u00e4tted).<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-30003 size-full\" src=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/03\/Screenshot-2023-03-27-at-14.03.27.png\" alt=\"\" width=\"1193\" height=\"138\" srcset=\"https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/03\/Screenshot-2023-03-27-at-14.03.27.png 1193w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/03\/Screenshot-2023-03-27-at-14.03.27-980x113.png 980w, https:\/\/www.erplybooks.com\/wp-content\/uploads\/2023\/03\/Screenshot-2023-03-27-at-14.03.27-480x56.png 480w\" sizes=\"auto, (min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) 1193px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Vajutades <\/span><b>\u2018\u2019Halda\u2019\u2019<\/b><span style=\"font-weight: 400;\"> nuppu avaneb moodul, kus on v\u00f5imalik seadistada nii mitu reeglit kui soovid.\u00a0<\/span><span style=\"font-weight: 400;\">Uue rea lisamiseks vajuta <\/span><b>\u2018\u2019Lisa\u2019\u2019<\/b><span style=\"font-weight: 400;\"> nuppu.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lahtrite selgitused:\u00a0<\/span><\/p>\n<p><b>Aktiveeri<\/b><span style=\"font-weight: 400;\"> &#8211; jah\/ei (\u00fclal toodud n\u00e4ite puhul vali \u2018\u2019Jah\u2019\u2019)<\/span><\/p>\n<p><b>T\u00fc\u00fcp<\/b><span style=\"font-weight: 400;\">: kas keelame, lisame v\u00f5i \u00fctleme, et projekt on kohustuslik.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ehk siis:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>&#8220;Lubatud: Jah&#8221; <\/b><span style=\"font-weight: 400;\">t\u00e4hendab, et &#8220;Konto n\u00f5uded ostjatele on lubatud kasutada t\u00fc\u00fcbiga \u2018\u2019M\u00fc\u00fcgiarvete kanded&#8221;.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>&#8220;Lubatud: Ei&#8221;<\/b><span style=\"font-weight: 400;\"> t\u00e4hendab, et &#8220;Kontot n\u00f5uded ostjatele <\/span><span style=\"font-weight: 400;\">ei tohi<\/span><span style=\"font-weight: 400;\"> kasutada t\u00fc\u00fcbiga &#8220;K\u00e4sikanded&#8221;&#8221;.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Kohustuslik v\u00e4li: Projekt<\/b><span style=\"font-weight: 400;\">: vali juhul, kui soovid lihtsalt, et igal tehingul oleks peal kindel projekt<\/span><\/li>\n<\/ul>\n<p><b>Konto<\/b><span style=\"font-weight: 400;\"> &#8211; vali siis kui tahad \u2018\u2019Lubatud jah\/ei\u2019\u2019 kasutada v\u00f5i kui tahad projekti kohustuslikkust m\u00e4\u00e4rata kindlale kontole<\/span><\/p>\n<p><b>Kande t\u00fc\u00fcp<\/b><span style=\"font-weight: 400;\"> &#8211; saab m\u00e4\u00e4rata \u2018\u2019Lubatud jah\/ei\u2019\u2019 puhul kande t\u00fc\u00fcbi, see v\u00e4li ei ole kohustuslik<\/span><\/p>\n<p><b>Deebet\/kreedit<\/b><span style=\"font-weight: 400;\"> &#8211; saab \u00f6elda, et \u2018\u2019Lubatud jah\/ei\u2019\u2019i ainult deebet v\u00f5i kreedit, see v\u00e4li ei ole kohustuslik<\/span><\/p>\n<p><b>Projektigrupp<\/b><span style=\"font-weight: 400;\"> &#8211; sellega saab fikseerida, mis projektigrupp kohustuslik kui projektid on kohustuslikud<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Kannete staatused<\/strong><\/h3>\n<p>Staatused, mida programm m\u00e4\u00e4rab automaatselt:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Kinnitamata<\/strong> &#8211; kanne pole saadetud v\u00e4lisesse s\u00fcsteemi ega pole valideeritud<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Kinnitatud<\/strong> &#8211; kanne pole saadetud v\u00e4lisesse s\u00fcsteemi, kuid on valideeritud<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>Lukustatud<\/strong> &#8211; kanne on saadetud v\u00e4lisesse s\u00fcsteemi<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Kannete staatusi saab j\u00e4lgida k\u00e4sitsi <strong>&#8220;RMP&#8221; &gt; &#8220;Kanded&#8221;<\/strong>. Seal on eraldi staatuse j\u00e4rgi otsimise filter.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Kannete valideerimise protsess<\/strong><\/h3>\n<p><strong>Protsess: <\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Iga kanne, mida lood, on vaikimisi staatuses \u201ckinnitamata\u201d. <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Iga \u00f6\u00f6 kontrollib programm automaatselt, kas on kinnitamata kandeid ja proovib need \u00fcle kinnitada vastavalt loodud reeglitele. <\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kui oled seadistanud v\u00e4lisesse s\u00fcsteemi saatmise, siis saadab kanded v\u00e4lisesse s\u00fcsteemi. <\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><strong>Kannete automaatne kinnitamine: <\/strong><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">S\u00fcsteem p\u00fc\u00fcab iga kande kinnitada iseseisvalt<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kanne on valideeritud, kui iga kande rida on valiidne<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kui kande valideerimine eba\u00f5nnestub, siis programm saadab selle kohta emaili<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>NB<\/strong>: siin v\u00e4ljatoodud \u00f5igused ei v\u00e4lista kande staatuste k\u00e4sitsi muutmist. Selle jaoks v\u00f5ib lihtsalt kande avada ja seal staatuse \u00e4ra muuta. <\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><strong>V\u00e4lisesse s\u00fcsteemi saatmine<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Selleks, et seadistada v\u00e4lisesse s\u00fcsteemi automaatne saatmine ERPLY Books&#8217;ist, v\u00f5ta \u00fchendust ERPLY Books\u2019ga <\/span><a href=\"mailto:support@erplybooks.com\"><span style=\"font-weight: 400;\">support@erplybooks.com<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u00dchendused automaatseks \u00fchendamiseks on loodud SAP\u2019ga, Xero\u2019ga ja Sage\u2019ga. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nimetatud integratsioonid s\u00f5ltuvad reeglitest. N\u00e4iteks Xero\u2019sse saadetakse arved automaatselt, mist\u00f5ttu valideerimiss\u00fcsteemi aktiveerimine vajab eraldi konsultatsiooni.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><strong>Koondaruande k\u00e4sitsi allalaadimine<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Kui soovid vaid koondkannete edastamist v\u00e4lisesse s\u00fcsteemi, siis selle jaoks saab v\u00e4lja v\u00f5tta ka CSV kujul koondaruande. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sinna saab lisada j\u00e4rgnevat informatsiooni: <\/span><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">K\u00f5ik kanded koos projektigruppidega<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Koondkanded koos projektigruppidega<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Neid andmeid saab alla laadida kannete moodulist (<strong>&#8220;RMP&#8221; &gt; &#8220;Kanded&#8221;<\/strong>). Seal on m\u00f5lemad v\u00f5imalused eraldi nupu alt valitavad. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Koondaruande seadistamine n\u00f5uab aga suuremat t\u00e4helepanu. Nimelt on vaja \u00f6elda, mis j\u00e4rjekorras ja mis struktuuris andmeid prinditakse. Selle jaoks otsi pealehelt<strong> &#8220;Koondaruanne\u201d <\/strong>ja lisa sinna read t\u00e4pselt sellises j\u00e4rjekorras nagu vajad. <\/span><\/p>\n<p>V\u00f5imalikud v\u00e4ljad on:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Projektigrupp<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Klient<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Konto number<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Konto nimi<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">K\u00e4ibemaksukood<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">K\u00e4ibemaksu nimi<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Organisatsiooni registrikood<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">T\u00fchi veerg<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: right;\"><em>Uuendatud 17.09.2021<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kannete valideerimine &nbsp; K\u00e4esolev juhend kirjeldab, kuidas toimub kannete valideerimine ERPLY Books&#8217;is. Funktsionaalsus on m\u00f5eldud j\u00e4rgmistel juhtudel: Sul on vaja igale kandele m\u00e4\u00e4rata kindlad projektid ja on vaja panna peale kontroll, et k\u00f5ik kanded sisaldavad projekte. Sul on vaja saata kanded ERPLY Booksist v\u00e4lisesse s\u00fcsteemi, kuid sinna saatmisel peavad kanded sisaldama projekte ja muid tunnuseid. [&hellip;]<\/p>\n","protected":false},"author":3,"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":[450],"tags":[555,558],"class_list":["post-6991","page","type-page","status-publish","hentry","category-seadistused","tag-kanne","tag-valideerimine"],"_links":{"self":[{"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/6991","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\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/comments?post=6991"}],"version-history":[{"count":0,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/pages\/6991\/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=6991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/categories?post=6991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.erplybooks.com\/et\/wp-json\/wp\/v2\/tags?post=6991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}