Buhoblik info. How to set up an agent for contact information 1s 8.3


Types of contact information

A guide to the classification of contact information of various objects of the system - for example, partners, contractors, satellites, etc.

For each type of contact information of tasks, the type of contact information that is set from a fixed transfer is the type of object for which this type of contact information is specified.

The agent has the following contact information for the groups associated with this object for which contact information may be assigned: “Organizations”, “Correspondents”,
“Individuals”, “Partners”, Contractors”, “Contact individuals of partners”.

For the skin group of tasks, the transfer of different types of contact information, assigned to the transfer with a given sign. If more of the group is required, the client may be able to provide additional contact information. After adding a new type of contact information, you will automatically appear at the object form to be displayed.

butt. For contact information of the "Addresses" type, assigned to the "Individuals" agent objects, it is acceptable to recognize the "Home Addresses" or "Work Addresses" types of contact information, and for the "Work Addresses" of the agent objects
"Counterparties" - "Legal addresses" or "Postal addresses".

Maintaining contact information

Adjustment of types of contact information and physical characteristics

For physical persons, you can customize a classifier for the types of contact information. For each individual's physical condition, the following types of contact information are available: Email, Home Address, Home Phone, Mobile Phone. If necessary, clients can enter additional types of contact information so that they can automatically appear in the physical identity card.

How to create a new type of contact information (addresses, telephone) for a partner?

* Open the scroll to the types of contact information ("Administration" - "Types of contact information").
* Place your contact information in the group “Contact information of the “Partners” agent”.
* Click on the "Create" button. A card with a new type of contact information will appear.
* Select a name for the new type of contact information, such as “Delivery Addresses”.
* Select the type of information, for example “Addresses”.
* Enter additional information as required. For example, it is acceptable to note that the information will be edited less often in the Internet.
* Click on the "Record and close" button.
* Information about the new type of contact information will automatically appear in the “Partners” contact form on the “Addresses and phone numbers” tab.

Maintaining contact information

After setting up the necessary types of contact information for the purpose of business and the importance of the address classifier, it is permissible to obtain contact information from the lists of media. Contact information for overflow elements can be entered:

* like a pretty row;
* for address, telephone and fax for additional template forms (after customization, see “Customization of types of contact information”).

Before filling out the form for the address template and the address field, it is permissible to enter a static address classifier.

“Deserialization of contact information not indicating receipt type” when registering a counterparty is often prompted by the transition to the new edition of Accounting 1C 3.0 on the 1C 8.3 platform. This is due to incorrect conversion of the “View contact information” browser from the old version of the program.

Some releases of 1C programs have the following notice: “The information about the type of contact information has been corrected.” Ale ways of vyrishenya of these pardons however.

Cream Accounting, the application may be disabled in configurations: 1C Trade Management 11, UNF, ERP and other solutions based on BSP 2.

Watch 267 video lessons from 1C free of charge:

The “Types of contact information” agent contains a list of acceptable types of information. We have a large warehouse of important elements (for example, Legal addresses, Factual information, telephone numbers, etc.). In addition to these concepts, you can add new types of information, and they will appear on the forms.

Usunennya pardon

To correct this problem there are two steps:

  1. mark the location;
  2. install the correct type.

In the first phase, everything is clear - when you select it in the selected field, it will stop appearing on the form of the advisers.

The other way is more correct and more effective. However, the program simply won’t let you select the required type:

For this purpose, I have written a short summary, with the help of which you can simply install the correct type. You can get your hands on the sample here. It’s very easy to use, just select the Type of Information and the required type of information, then click “Install”. For example, for “Addresses for registration” the correct type is “Addresses”:


That's it, deserialization will no longer occur.

One of the main operations during work with the 1C 8.3 program is the renewal of the Counterparty Agent, which is transferred to all customers, buyers, etc. who are also responsible for the contract with which the organization operates.

Let's take a look at what the Contractor Adviser is in 1C 8.3 and how to work with it.

The “Counterparties” document is located in the “Counterparties” section - “Purchases and sales” - “Counterparties”.

A magazine with elements of an editor opens before us. For clarity, we can group counterparties behind folders, for any affiliation, be it a postal agent, a buyer, a bank, etc.


If we need to create a new group for counterparties, we select “Create a group”, and the “Counterparties (created groups)” window will open in front of us, where we need to fill in the “Name” field, and after that, the “Comment” field. After this we press “Record and close.” The leader will have a new herd.


Also, for ease and speed of work with the “Counterparties” agent, you can set different modes for reviewing elements.


Click on the value “More” and in the list that opens, select “Review mode”, where you can select one of three options for the review mode:

  • Hierarchical – elements are displayed in the selected group;
  • 5 List – all elements of the document will be displayed without grouping;
  • 6 Tree – all groups of the indicator and selected elements from the suborder are displayed.



How to create a new element of the contractor “Counterparties” in 1C 8.3

The new counterparty is entered before the confirmation through the “Create” value.


An empty counterparty card appears in front of us, which needs to be filled in.


In this case, the customer has 2 options for replenishing the Counterparty card:

  • Automatic*;
  • I'll do it by hand.

Refills are automatically completed when 1C Counterparty is connected. For this reason:




*If the IPN is shown in a red color, the Counterparty is visible at the FNP base.

Before creating a counterparty and filling out a card manually, the customer must fill in all the main fields.


...enter “Counterparty's view” and select one value from the list:

  • Legal person;
  • Physical person;
  • Vidokrepleniy pіdrozdil;
  • State body.

Depending on the selected type of counterparty, you can change the tabular part of the document and the required fields for filling.

The counterparty card has the “1SPARK Risk Reports” functionality, which helps you stay up to date with changes in your counterparties and clients: the service now provides information about bankruptcy, liquidation, and reorganization plans tion, change of legal address and corporate address. The service allows you to update changes, comprehensive information, including the Unified Federal Register of Information about the activities of legal entities.

This option only works if you are connected to 1SPARK Riziki.


We can create a bank account right away from the counterparty card. For this purpose we select “Bank Accounts” - “Create”.


The card requires the following instructions to fill out fields such as bank, account number, and currency. If payments are made through a correspondent account affiliated with another bank, it is necessary to indicate a bank for disbursement. If a government contract is being submitted to the contract for the contract of a sovereign contract, it is necessary to indicate the “Sovereign Contract”.


You can also adjust the display of necessary information from payment authorities. From whom you can write down:

  • The name of the counterparty, which appears in the “Otrimuvach” field of the payment order or in the “Payer” field in the payment order;
  • Determine whether the counterparty's checkpoint is in place (only for payment orders to the budget and for all payment orders);
  • Write a text that will be automatically displayed for the payment due when a new payment order is created.

In the deposit “Banking Rakhunki” of the counterparty, you can create a number of different rakhunkov, in which case you can specify one of several r/khuvan “Vikoristuvat as the main one”. At the hour of forming the document written off from the rozrakhunkovy rakhunok, the payment authority “Main rozrakhunkovy rakhunok” will begin to pay attention to the processing.

You can immediately create an “Agreement” document from your counterparty’s card. For whom we select “Agreement” - “Create”.


The card that has been revealed has a memorable form of agreement:

  • With a postman;
  • With the buyer;
  • With a sales commissioner (principal);
  • With a commissioner (principal) for the purchase;
  • with a commission agent (agent) for the purchase;
  • Factoring company;

Fill in the fields “Contract Number” and “Date”. When named, the program fills in automatically, based on information from these fields. We specify the organization with which counterparty enters into the contract.


Before the agreement, the client can accept files in any format.


The attached files can be viewed, edited (the same version of the attached file is saved in 1C 8.3, where, if necessary, they can be viewed at what time, and also at what time, when editing attachments file), unzip the document .

It is important to remember that after you have edited the attachment file, the file must be released from editing through “More” - “Finish editing”.


In the “Agreements” tab of the counterparty, you can create several elements of agreements, in which you can specify one of several “Select as the main one”. When forming documents, the program will have to comply with the agreement.


The counterparty card has the ability to save the history of changing the “Other Name” and “Checkpoint” fields. If the counterparty has changed “Checkpoint” or “New Name”, it is necessary to enter the date and new value in “History”. After making changes to the program, the data in all documents up to the specified date in the history will change the values ​​of the initial details, and in documents starting from the date of the new value, a new value of the details will be indicated.



The “Counterparty” card has the ability to view all documents that indicate the current counterparty, its departmental arrangements, and agreements. For this purpose we collect “Documents”. The list displays all documents of counterparties, which, if necessary, can be sorted by agreement or organization. The clerk has the opportunity to look at the transactions for the document, which can be clicked by selecting the document and clicking on the icon “Show transactions and other documents” (Dt/Kt).


Finally, we will look at the functionality of transferring the responsibility for distributing sheets to contractors.

1C 8.3 has the ability to customize and unzip an envelope with address rows and indexes automatically filled in.


You are prompted to select the option to fill in the address of the contracting party:

  • Postova;
  • Legal;
  • Factual.

Addresses will be filled in automatically from the counterparty's card.

You can also choose one of three options for the envelope format and display the organization’s logo on the envelope (you can see the organization’s logo in the organization’s details in the “Logo of the organization” section).


Once you have selected a document form, you can save it in any format or send it to another person immediately.

How to correct the deserialization of contact information in the 1C 8.3 program?

“Deserialization of contact information not indicating receipt type” when registering a counterparty is often prompted by the transition to the new edition of Accounting 1C 3.0 on the 1C 8.3 platform. This is due to incorrect conversion of the “View contact information” browser from the old version of the program.

Some releases of 1C programs have the following warning: “Vidomosti about the type of contact information has been corrupted.” Ale ways of vyrishenya of these pardons however.

In addition to accounting, benefits can be applied to configurations: 1C Trade Management 11, UNF, ERP and other solutions based on BSP 2.

The “Types of contact information” agent contains a list of acceptable types of information. We have a large warehouse of important elements (for example, Legal addresses, Factual information, telephone numbers, etc.). In addition to these concepts, new types of information can be added and they will appear on the forms.

Usunennya pardon

To correct this problem there are two steps:

  1. mark as deleted
  2. install the correct type

In the first phase, everything is clear - when you select it in the selected field, it will stop appearing on the form of the advisers.

The other way is more correct and more effective. However, the program will not simply allow you to select the required type:

For this purpose, a critical procedure has been written, with the help of which you will be able to simply install the correct type. You can view the image here - Setting Types and Types. It’s very easy to use, just select the Type of Information and the required type of information, then click “Install”. For example, for “Addresses for registration” the correct type is “Addresses”:

That's it, deserialization will no longer occur.

For materials: programmist1s.ru

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