1C: accounts and contracts

Technical assignment for the improvement of 1C

1. General information

• Task name: Improvement of the current 1C configuration
• Executor: Programmer

2. Description of the current situation

The organization uses the 1C:Enterprise 8.3 configuration (8.3.18.1289).
The current functionality lacks the ability to:

• automatically create incoming invoices from scans;
• maintain a registry of invoices with approval;
• flexibly control production reports;
• store and control the terms of contracts with counterparties.

3. Task setting and functional requirements

3.1. Automatic creation of incoming invoice from photo/scan

• When uploading a scan or photo of the invoice in 1C, an Incoming invoice should be automatically generated.
• The original (scan/photo) is stored in the system and linked to the document.
• There should be an option to view the attached file from the document at any time.
• The storage location for files should be unified (directory/regulatory storage).

3.2. Registry of invoices for payment

• Create a subsystem/journal "Invoice Registry".
• Capabilities:
  • upload invoices (scans/photos + invoice details),
  • specify payment purpose, urgency, comment,
  • invoice approval (mark "Approved"/"Not approved"),
  • sorting by statuses: paid / unpaid.
• Automatic filling of fields for ease of search.
• Ability to export/print the list.

3.3. Improvement of production report

• Each responsible employee of the section should have the ability to fill out the report, but not to conduct it.
• If changes are made to the report (for example, correction of raw materials, materials), the system should highlight this change (by color, label).
• When conducting, the 1C operator should see these changes and pay attention.
• Only the operator (or responsible person with rights) has the ability to finalize the conduct.

3.4. Working with contracts of counterparties

• A scan copy of the contract should be stored in the counterparty's card.
• It is necessary to add details:
  • date of conclusion,
  • validity period.
• Upon expiration of the contract, prohibit the conduct of documents for this counterparty without uploading a new contract.
• Improve the client card:
  • all mandatory fields (TIN, KPP, address, bank details, etc.) must be filled;
  • in the absence of filled data — prohibition on conducting documents.