Step-by-step walkthroughs of everyday tasks: setup, documents, data exchange, errors. Written by the same engineers who run support.
— Setting up accounting policies for consignment sales — Processing the transfer of goods on consignment through an expense invoice — Registering the commissioner's report indicati…
— Setting up price groups for items — Open the 'Company' section and select 'Price Groups' from the directories — Add a new price group by filling in the required fields — Specify …
— Create segments of customers and products through the corresponding sections in the system. — Define criteria and set rules for segment formation. — Review segmentation results t…
— Documenting the entry of inventory of goods in transit. — Open the document journal and select the one to edit. — Create a new document and select the type of inventory entry ope…
— Open the workspace for accounting traceable goods. — Select the report 'Statement of Traceable Imported Goods of Organizations (by RNPТ)'. — Specify the required period to obtain…
— Open the workspace for tracking goods and select the agreements for commission transfer. — Prepare sales reports for commissioners and fill in the necessary fields for accurate i…
— Open the document 'Purchase of goods and services' for editing. — Specify the actual date of the transaction in the 'Relate to past date' field. — Save the changes to complete th…
— Open the 'Incoming Invoices' section to create and edit documents — Fill in the document details and specify the customs declaration numbers for traceable goods — Check the cost …
— Open the 'Procurement' section to access procurement documents. — Select 'Procurement Documents (All)' to view all processed documents. — Set filters by document types and busine…
— Processing purchase adjustment in the system. — Create a new document and select the type of adjustment.
— Open the document 'Supplier Retro Bonus Conditions' and configure the calculation parameters. — Set the necessary flags and fill in the fields for correct data selection.
— Create a contract with the depositor, specifying the counterparty's details and the purpose of the contract. — Set up the settlement conditions and the 'Process Write-off' parame…
— Receiving reports on advances to control the finances of accountable persons — Checking key fields of the advance report to assess the current situation and debts — Setting up co…
— Setting up payment system connection agreements — Open the 'Treasury' section and select 'Acquiring' to access the settings — Fill in the main details of the agreement, including…
— Open the 'Calendar - Payments' mode in the 'Treasury' menu. — Expand the bank account/cash node to view receipts and payments. — Review and verify the relevance of expected recei…
— Registers the supplier bonus act in the system. — Create a new document and fill in the necessary fields.
— Open the 'Organizations' section and select the desired organization. — Click the 'Fill in Details by INN' command to start the process. — Check the accuracy of the filled detail…
— Setting up the list of authorized signatories and cashiers. — Open the 'Regulatory and Administration' section to access information. — Add a responsible person and save the chan…
— Open the 'Demand Fulfillment' section to configure the parameters. — Choose either 'Simplified' or 'Advanced' option for demand calculation. — Fill in the data for demand calcula…
— Familiarize yourself with various project management technologies on the website. — Study the suitable technologies for your project: 1C:TSV, 1C:TBR, 1C:TKV. — Train the team on …
— Create a goal structure and add sub-goals to manage target indicators. — Configure target indicators by selecting a calculation template and setting the necessary flags.
— Open the 'Scheduling Scenarios' section to start the setup. — Define the scheduling frequency and the method of plan input. — Configure the 'Scheduling by Assignments' checkbox f…
— Design and create marketing events. — Specify the terms of the promotion and add gifts to the event. — Set up notifications for users and activate the event. — Open the performan…
— Configuration and replacement of VAT rates in the system. — Open the menu for working with reference data and select the VAT rates directory. — Specify the date to display the cu…