Defining when turnover types apply
Turnover types are linked to a turnover profile through turnover groups. You link a turnover type for a specific period. Each link defines the period during which a turnover type applies by specifying a start date and, optionally, an end date.
This determines the applicability of a turnover type within the turnover profile. As a result, turnover types can be added, removed, or changed while the profile is active. A turnover type can apply for the entire profile period, for part of it, or for multiple separate periods.
| Changes do not affect periods that are already settled. They apply only to open periods, or to closed periods that are explicitly marked for recalculation. Reported turnover is included only for the periods in which the turnover type applies. |
Procedure
1. Go to Turnover profiles and select the relevant profile.
2. Go to Turnover groups and select the relevant turnover group.
3. Go to Turnover types.
4. On the action panel, click Add.
5. In the Start date field, enter the date from which the turnover type applies within the turnover profile.
6. Optionally, enter an End date to indicate until when the turnover type applies.
7. Go back to Turnover groups, select the relevant turnover group, and open the Turnover type overview.
The Turnover type overview shows how turnover types apply over time, including the periods for which they are effective. This makes it easy to review changes and supports auditing.