Using Carrier Types
Overview of Carrier Types
Duett Økonomi includes a set of predefined carrier types. These vary depending on the accounting type, such as Business, Agriculture, Replacement Layer, or Rent Administration. Each accounting type comes with standard carriers and carrier types.
For example:
- In agricultural companies, there are registers with different LK carriers.
- In the payroll module, the wage type register serves as a standard carrier register under the carrier type Salary Type.
Common carrier types such as Department and Project are typically included in the standard setup. However, these registers must be customized based on the individual company's needs.
Modules and Carrier Types
By default, the following modules are displayed in Duett Økonomi:
- Accounting
- Ledger
- Order
- Time
In exceptional cases, some companies may not use any of these modules. If the company uses the Salary module, a column for Salary appears. Here, it is possible to tick relevant salary holders, such as:
- Salary Type
- Workplace
- Employee
Similarly, for power plants or mini power plants, a Free Carrier must be created.
Applying Carrier Types
If a carrier type is available in Accounts, it can be applied directly during document processing. It can also be posted from an invoice or hour if it is configured to be usable in these contexts.
Carrier types available in Invoices can be applied to invoices or invoice lines and will transfer to the accounting system during posting if enabled. Similarly, carrier types available in Time can be used directly when recording time.
| Property | Description | Default | Create |
|---|---|---|---|
| carrierTypeKind | The type of carrier. New carriers will always have "free" type | free | |
| name | Required. The name of the carrier type | x | |
| UsedInAccounting | If this carrier can be tied to an account | false | x |
| UsedInHour | If this carrier can be tied to a hour registration | false | x |
| UsedInInvoice | If this carrier can be tied to an Invoice | false | x |
| UsedInLedger | If this carrier can be tied to a ledger/voucher | false | x |
| UsedInSalary | If this carrier can be tied to salary | false | x |
| carriers | List of carriers tied to this carrierType |
Notes
An ID will automatically generate and return that you can use in GET methods to return a specific carrier type .
The carrierTypeKind is currently always set to "free".
For every entity that is linking carriers, there can always be only one carrier of a given carrierType.
There can, for example, be only one carrier of type department and one carrier of type project and one carrier of type employee .. and so on.
The exception are free-carriers, of which a user can create as many types as they want.
Free-carriers are all of the same 'CarrierTypeType' (CarrierTypeType = Free), but also here it can only be always a single carrier of a given 'FreeCarrierCarrierType' .
Another requirement for adding carriers, which applies to every single entity, is that it needs to have either
UsedInAccounting, UsedInHour, UsedInInvoice, UsedInSalary, or UsedInLedger set to true - depending on the "category" of which the entity belongs to.
For hourRegistrations the CarrierType must have UsedInHour set to true, for vouchers the CarrierType must have UsedInAccounting set to true and so on.
Users can manually adjust those fields with PUT at any time if the carrier is NOT in use. You can check if a specific carrier is in use if you use GET
on the carrier endpoint with the carrier id. Arrays should be visible if the carrier is in use in any part of the system.
You may change the values of where a CarrierType may be used, which will prevent you from using the linked carriers in those areas again.
For example, if you have a carrier that has "UsedInHour", you may change this variable in the CarrierType to false to stop further instances
of this carrier being added to hour registrations. Previous hour registrations will however retain the carrier.