New Counterparty in 1C 7.7. Accounting info

Handbook "Counterparties" applies in almost all configurations of 1C program. It includes data on all companies and individuals working with the enterprise. The reference books are like buyers and suppliers.

Creating a new counterpart in 1C

To create a new counterparty in the program, you must enter it into a separate handbook "Counterparties", located in the "Reference books" section.

After the user gets into a new window, you must call the data input window. You can make it using the "Create" button or the Insert key to the PC. It should be noted that in recent versions Programs 1C The process of creating counterparties is simplified by the appearance of the possibility of transferring data from registers to the register / EGRIP. At the same time, it is necessary to know the name of the counterparty or its Inn number.

For example, when entering the INN, the button "Fill" and the system itself will fill the remaining graphs. At the same time, an option is not excluded, in which a warning will be issued about the absence of an existing contract for the absence of information support.

This time indicates that the system does not have information on connecting to user Internet support (login and password). To correct the situation, you must go to the "Administration" section - "Connecting Internet Support". Next, you must click on "Connect" and enter data account To enter. In the absence of errors after clicking on the "Login" button, the program will connect to the 1C counterparty database.

Next, you can return to the creation of a counterpart. If the data on the desired counterparty are available in centralized registers, after the INN entry, the system itself will tail out all the necessary information, after which the document will acquire the following appearance:

It remains only to check the correctness of filling, after which the "Write" button to save. By pressing the "\u003e" icon, you can reveal the data in the "Address and Phone" column. Addresses are indicated not only legal, but also actually finding. For the same addresses, you can limit the activation of the corresponding flags.

In the event that there is no support on the Internet, the data on the counterparty is entered in manual mode. For foreign companies, it is additionally necessary to indicate the country of registration of the counterparty. Only after that will be active filling graphs, and the fields of the Inn and the PPC will be blocked.

Taking into account the fact that in the documents it is necessary to reflect not only the counterparty, but also an agreement with it, it is advisable to immediately enter the data and under the concluded contract. Given that the counterparty can speak in relation to the company in various statuses, it is envisaged to divide all contracts by type. In general, there are five ways of contracts:

With supplier;
With the buyer;
With a commissioner;
With committee;
Others.

For example, a counterparty is needed to manage trade with it. Accordingly, it is necessary to conclude a contract with him, its appearance will be "with the buyer" indicating the main contract. After that, in all documents relating to this counterparty, the system itself will fill in the contract field with the appropriate number.

In cases of banking calculations for counterparties, you must specify the number of bank accounts. They are available at the "Bank Accounts" link.

On this, work on the creation in the counterparty reference is complete.

In the Counterparty Directory, all the necessary information about buyers and sellers with any commodity-cash relations with the organization are stored. These data are used when working with primary documentation and when conducting analytical accounting. In this 4C program reference book, you can store information about counterparties in different folders, for example, in the Sellers folder and the Buyers folder.

Instruction

Open the main menu / References / Counterparties or on the bottom of the toolbar, click the "Open Directory Directory" button.

Press INSERT or on the toolbar button " New line" The window will operate to fill the counterparty data.

The "General" tab is initially filled. Select by clicking on the button with points in the first line, the type of counterparty. Enter the brief name of the organization or individual. This name you will see when you open the directory. The internal account code under which will be listed in the counterparty directory, is assigned automatically.

In the second line, enter the full name of the organization or individual, i.e. The official name of the counterparty, as it should look like in primary documents.

In the third line, the legal address of the counterparty is fully filled, in the fourth line - the postal address.

In the fifth line, enter the Inn, if it is an individual, and the INN / CAT - if this is an organization.

In the "Main Treaty" line, press the button with points. Handbook "Contracts" will open for a new counterparty. Press INSERT or on the Toolbar "New Row" button. Fill in the line "Name" - the title of the contract (contract of sale, etc.), enter the date of the beginning of the contractual relationship. Click OK, double-click Select the desired contract from the list.

Open the Bookmark "Settlement Account". Click the Add button.

In the "Recalted Account" window that appears, enter the current account number in the upper line.

In the second line, "the bank in which the current account is open" click on the button with points and in the reference book that opens complete all bank details: the name of the bank, the location of the bank, the BIC, correspondent account, the index, the bank's postal address, bank phones. Click "Write" and OK.

Double-clicking, select the bank whose details just entered.

Talk in the document details of the bank details "Always specify the CAT in the payment documents". Click "Write" and OK.

In the "Settlement accounts" tab, in the last line "Main Account", click on the button with dots and double click Select the desired account in the window that opens.

Click "Write" and OK.

If you choose from the very beginning the form of the counterparty "Piz. Persons ", then you will need to fill out another tab" Passport details ". Here you will fill in the series and the passport number, by whom it is issued and when.

Directory "Counterparties" in 1C: Enterprise version 8.2

Directory "Counterparties" is intended for storing information about individuals and legal entitiesWith which your organization interacts, as well as about the recipients of the listed taxes. For convenience of storing such a variety of data in the directory, groups can be created: suppliers, recipients, banks, tax authorities, etc.
We will have two groups: suppliers and recipients.
In the suppliers - LLC "Caucasus"
In buyers - LLC "Snow Maiden" and LLC "Santa Claus"

Adding groups to the "Counterparty" directory in 1C: Enterprise version 8.2

When filling out the counterparties, pay attention to the area of \u200b\u200bcontracts of contractors.

Tab accounts and contracts in the Counterparty Directory in 1C: Enterprise version 8.2

Note that table parts Account bookmarks and contracts consists of two parts: bank accounts and contracting contracts. Using the Add buttons, enter the data. Be sure to fill in both of these fields.

When entering a new contract, it is necessary to establish the type of prices under this contract if we want to ensure the default price setting when entering documents. In this case, the price is "selling", since the contract with the buyer. It is very often an error occurs when an incorrect type of contract is introduced. If the counterpart is supplier, then the type of contract with the supplier, the buyer with the buyer.

Similarly, fill data on Santa Claus LLC and for the provider of Caucasus LLC, but it has a procurement type, and the type of contract with the supplier.

As a result, we get

One of the main operations when working with the program 1C 8.3 is to fill the directory of the counterparties, which is a list of all suppliers, buyers, etc. Associated certain obligations under the contract with which the organization works.

Let's look at what is a reference book "Counterparties" in 1C 8.3 and how to work with it.

The handbook "Counterparties" is located in the "Directories" block - "Shopping and Sales" - "Counterparties".

Before us opens a log with elements of the reference book. For convenience, we can group counterparties in folders, for any accessory be it supplier, buyer, bank, etc.

If we need to create new group For counterparties, we choose to "create a group", and the "Counterparties (Group Creating)" window opens, where you need to fill the "Name" field, and optionally and the "comment" field. After clicking "Record and Close". A new group will appear in the directory.

Also for convenience and accelerate work with the Contractory Directory, you can use different modes of viewing elements.

Click on the value "More" and in the list that opens, select "View Mode", where you can specify one of the three options for viewing mode:

Hierarchical - elements will be displayed in the selected group;
5 list - all elements of the reference book will be displayed without grouping;
6 Tree - all directory groups and selected items in submission will be displayed.

How to create a new element of the reference book "Counterparties" in 1C 8.3

The new counterparty is entered into the handbook through the "Create" value.

Before us opens an empty card of the counterparty, which must be filled.

At the same time, the user has 2 options for filling the counterparty card:

Automatically*;
In manual mode.

Filling with automatt only works when connecting "1C counterpart". Wherein:

* If the INN is highlighted in red, the counterpart is missing in the FTS database.

When creating a counterpart and fill the card in manual mode, the user must fill all the main fields ...

... Specify the "Counterparty Type" and select one of the values \u200b\u200bin the dropping list:

Entity;
Individual;
A separate division;
State body.

Depending on the selected view of the counterparty, a tabular part of the document and the mandatory field will be changed.

In the counterparty card there is a functionality "Help 1 Risks", which helps to be aware of changes from your counterparties and customers: the service every day provides information on bankruptcy, liquidation, reorganization plans, changing the legal address and leader. The service helps track changes, uses various sources of information, including an incorporation and a single federal register of information on the facts of legal entities.

This option only works in the case of a 1spark risk.

Directly in the counterparty card, we can create a bank account. To do this, choose "bank accounts" - "Create".

In the opened card, fill out such mandatory fields, as a bank, account number, currency. If payments are carried out through the correspondent account, open in another bank, you must specify a bank for calculations. If the current account is used for calculations on the counterparty of the state order, it is necessary to indicate the "state contract".

You can also configure the output. necessary information in payment orders and requirements. In this setting, you can register:

The name of the counterparty, which will be displayed in the "Recipient" field of the payment order or in the Panel "Payer" in the payment request;
Identify where the counterparty gearbox will be indicated (only in payment orders to the budget or in all payment orders);
Write text that will be automatically displayed in the appointment of payment when creating a new payment order.

In the "Bank Account" tab of the counterparty, you can create many current accounts, while you can specify one of several P / sch "Use as the main one". When you form a document, write-off from the current account in the payment order "Main Current Account" will be filled by default.

In the counterparty card, you can immediately create a document "Contracts". To do this, choose "contracts" - "Create".

In the opened card, fill in the type of contract:

With supplier;
With the buyer;
With committee (principal) for sale;
With a committee (principal) for the purchase;
With a commissioner (agent) for procurement;
With factoring company;

Fill in the fields "Treaty number" and "Date". At the same time, the name program fills automatically, focusing on information from these fields. We prescribe the organization with which this counterparty concludes a contract.

To the contract, the user can attach files in any format.

Attached files can be viewed, edited (each version of the edited file is stored in 1C 8.3, wherever they can be viewed when, at what time, and what user edited the attached file), print the document.

It is important to remember that after the user has edited the attached file, the file must be released from editing through "More" - "complete editing".

In the "Contract" tab, you can create a variety of contractual elements, and one of several "use as a primary" can be specified. When forming documents in the program, the contract will be filled by default.

In the counterparty card, there is an opportunity to maintain the history of the fields of "Full name" and "CPP". If the counterpart has changed the "gearbox" or "full name" in "History" to make a date and new meaning. After making changes to the program, the data in all documents before the specified date in history will take the importance of the initial details, and in the documents starting from the date of the new value, the new value of the props will be indicated.

In the Card "Counterparty" there is an opportunity to view all the documents in which the current counterpart is indicated, its settlement accounts, contracts. To do this, choose "Documents". In the list that opens, all documents of the counterparties will be displayed, which, if necessary, can be sorted under a contract or organization. The user has the ability to view wiring for the document you are interested in by selecting the document and pressing the "Show Wiring and Other Document Movements" icon (DT / CT).

In conclusion, we consider the functionality provided for for the convenience of sending letters to counterparties.

In 1C 8.3 there is the ability to configure and print an envelope, with a machine-filled targeted lines and an index.

The user is invited to choose the option of filling the address of the recipient's counterparty:

Mail;
Legal;
Actual.

The address will be filled automatically from the counterparty card.

You can also choose one of the three options for the envelope format and print the organization logo (download the organization's logo in details of the organization in, section "Logo and Print").

After the selected settings, will appear printed form A document where the user can save it in any format, or immediately send to print.

Directory of counterparties in 1C 8.3 Accounting 3.0 is very important. It stores data on all suppliers and buyers of your organization. Errors in this directory can be critical, especially with registration data.

To get in this reference book You can via the "Directories" section.

Create a new counterpart from the list form that appears.

Automatic filling

In the header of the counterparty card, you can enter its INN or name, and click on the "Fill" button. In this case, the requisites automatically boots from the registers by the register / EGRIP.

This functionality only works when connected to Internet support. The cost of access to the service "1C counterparty" is 4800 rubles / year.

If you are not connected, the program will give the appropriate message and prompt you to do it.

Click "Yes" and in the window that appears, enter the login and password from ITS. You had to provide it with the delivery contract for the configuration. In the event that for any reason you do not have access to ITS, contact us.

Manual filling

You can also fill all these fields manually.

Please note that when entering the INN and the PPC, the program makes them check. In the event that the program already has a counterparty with such details, you will be reported about it. It is extremely not desirable to duplicate counterparties. You yourself later in them and confuse.

Also, the program checks the introduced INN and CAT in the format approved by the tax service.

If you are connected to Internet support, all counterparties will be checked for FTS in the database.

Foundes in the FTS Contragestions on the Inn and the PPC will be displayed as follows.

Those counterparties that could not be found will appear as shown in the figure below.

In the form of the list of counterparties, it is also implemented for convenience. automatic check For the presence in the database of the FTS. Inn not found counterparties will be highlighted in red.

Write down the counterparty you have created, after you filled out and checked all the details.

Bank accounts

Another important propulsion in the counterparty card is its bank account. It is used in cashless payment. On this account we will translate the supplier cash. If the counterparty is a buyer, then it will pay from this account. Calculations in cashless form are now most popular.

In the counterparty card, select the bank in which it is served, and specify the account number. This will be the main account of our counterparty for cashless payment.

In 1C 8.3 there is a built-in check for the correctness of the account number you entered. And in case of an assumed error, the system will inform you about it.

If you go to the counterparty card by hyperlink "bank accounts", we will see that our account has been automatically added there and established as the main one. You can also add other accounts to this list.

Documentation

On the "Documents" tab of the counterparty card, you can view or create certain documents on it. These include, for example, implementations, returns, etc.

Contracts

When working with a counterparty, be it a purchase, sale or other actions, we conclude a contract with it. In the future, it is selected in the relevant documents. All contracts with our counterparty are displayed on the corresponding tab of its card in the directory.

Create out this list New treaty. The most important thing is to specify its appearance (with the supplier, buyer, etc.).

The same counterpart may have several contracts, including various types. For example, our company produces office chairs. We can buy materials from any organization for their manufacturing, and at the same time, we will sell them the party of our chairs.

Fill in the main fields and write down the contract.

Assign the contract the main one can be from the list of all counterparties. Then he will have an appropriate sign in the first column (green flag).

Also to the contract you can attach a file, for example, a scan copy of the contract signed in the paper or copy of the counterparty documents

See also video about filling and on working with the reference book "Counterparties" in general: