To create a counterparty in 1C, you must fill out a card in the counterparties directory. You can make all the entries manually, but the program itself can do some of this work.
Instructions
Step 1
Select the item "References" in the main menu, and the item "Contractors" in the submenu. Click the Add icon on the toolbar. The designation pops up when you move the cursor over the icons. The counterparty card will open. Fill in all the fields of the card, click OK in the lower right corner. With such painstaking work, the probability of data corruption is very high. It is better to use the capabilities of the 1C program to download the contractor's data.
Step 2
If the organization has received payment to the current account from a new buyer, the 1C program will offer to create a new counterparty when uploading bank statement data. When a counterparty is entered in this way, the following data from the payment order will be loaded into the program: TIN (individual taxpayer number), KPP (registration reason code) and bank details of the new counterparty.
Step 3
Add the missing information to the account card. Place a check mark in the required supplier / buyer box. The possibility of entering contracts with the counterparty depends on this. The 1C program will not allow entering the purchase agreement into the card of the counterparty marked with a tick only in the "Supplier" field. One counterparty can simultaneously be a supplier and a buyer for the organization.
Step 4
Fill in the "Agreements" tab in the counterparty card created by 1C when exporting a bank statement. Each type of contract in the 1C program corresponds to a set of standard accounting entries.
Step 5
Fill in the address of the counterparty, phone numbers and information about contact persons on the "Contacts" tab.
Step 6
If an organization has received services or goods and materials from a new supplier, then a new counterparty can be added to the directory when an invoice or an act of completion is entered into the 1C program base.
Step 7
One counterparty may have several checkpoints, several different contracts and bank accounts. The 1C program, when loading new data, recognizes the counterparty by TIN. Further settings depend on the user's requirements. If you need separate accounting for separate subdivisions of the client, create several accounts in the program for one counterparty. When loading data after checking the TIN, the 1C program will continue checking already at the checkpoint of the counterparty. It is possible to keep separate accounting for several settlement accounts of the counterparty, if it is important to separate settlements for different types of services.
