Overview
To generate data in the acquisition journal, you need to set up the export of the acquisition distribution as statistical entries. After the booking export, the related acquisition documents generated are available in the acquisition journal. If the booking export is done by location, it is based on the location assigned to the employee.
Booking Export of Acquisition Distribution
The setup and export are described in the chapters Export Attorney Account and Export Pre-runs.
Displaying the Data
When the view is started, the period filter is preset with the current fiscal year.
When executing the query, if the period filter is empty, the booking periods related to the period filter are filled.
Additionally, the view can be filtered by file location, HVRA, file, and document.
All already exported acquisition shares are displayed in the view and are marked in the "Exported" column.
The view shows the redistribution between employees based on the acquisition distribution.
The columns consider the type of acquisition, location, cost center, and the distribution by fee, expenses, and tax-free expenses.
Each document is assigned a consecutive number in the number column if manual changes are made to identify the last change.
Manual Correction / Rebookings
In the acquisition distribution view, the calculated distribution (see "Cause" column) can be manually changed using the "Edit" button. To edit an acquisition distribution, an in-place dialog opens that always loads all rows with the resulting distribution, so the entire distribution, including any manual changes, is always available for editing.
During manual changes, distribution can be done freely without considering the acquisition distribution stored in the file. It is only validated that the total has been redistributed, meaning neither more nor less than the original distribution. If the "Cancel Previous Distribution" field is active, the balance of the resulting distribution is always canceled, and the new values for the entire distribution are posted. If the "Cancel Previous Distribution" field is inactive, no cancellation occurs. Only the redistribution is booked.
Related to