General description:
We are looking for a performer to solve the task of automating the update of data on supplier stock balances. First of all, we consider the search and adaptation of an existing ready-made solution. If a ready-made solution that meets the key requirements is not found, the development of an extension from scratch will be considered.
The main goal is to set up stable and automatic loading of balances. An additional (optional) task is to set up the loading of price lists. Consideration may be given separately or in combination.
1C Configuration:
Program: Business Automation Software for small company. PROF
Version: 1.6.21.3
Requirement: The solution must be implemented exclusively as an extension, without making changes to the main configuration.
Approach to implementation (Important note for performers):
We are open to your proposals! If you have:
A ready-made extension that partially meets the requirements — offer it with a description of the necessary modifications.
Your vision or alternative approach to implementation — we will gladly consider it. Our goal is to obtain an effective working tool, and we are ready to be flexible in ways to achieve it.
Main functional requirements:
1. Data retrieval:
- Emails with direct attachments (files).
- Emails that contain a direct link to download a file (without the need to enter logins/passwords on third-party portals).
Attachment filtering: The ability to specify a "mask" for the file name or extension for each supplier (for example, *stock*.xlsx), so that the system automatically ignores other attachments in the email (invoices, images with signatures, PDF catalogs).
File formats: Excel (.xls, .xlsx), CSV, XML.
2. Data configuration and processing:
It is necessary to implement a flexible configuration interface for each supplier separately.
Item matching logic: Matching of goods must occur strictly by article number.
Processing of unmatched items: If the article from the file is not found in the 1C database, the system should not create a new item. Instead, a report should be generated listing such items for further analysis by the manager.
Processing of incomplete files: The system must correctly process files that contain only balances (without prices) or only prices (without balances), updating in 1C only the data that is present in the file.
Memory optimization: Parsing large Excel files should be maximally optimized (for example, reading through a spreadsheet document on the server side or using specialized libraries) to avoid crashing the 32-bit client application due to lack of RAM.
Units of measurement and currency (optional): The ability to specify the currency of the input file (with auto-conversion) and set the packaging coefficient for correct calculation of basic units of measurement.
3. Data loading logic:
Main task: Loading balances
This is a key and mandatory part of the functionality.
Critical requirement for clearing: Clearing previous balances of a specific supplier must occur only after successful reading and full validation of the new file. If the file is corrupted, empty, or the column structure has changed — old balances are not deleted, and the system simply generates an error. This is necessary to avoid accidental zeroing of the database and to guarantee data availability.
Additional (optional) task: Loading prices
This functionality will be an advantage but is not mandatory at the first stage.
Static prices: The ability to load prices into three defined price types in 1C: "Purchase", "VIP price", "Retail".
Calculated prices: It is necessary to provide a flexible mechanism for calculating prices according to formulas, which is adjustable for each supplier. For example:
Option A: The retail price from the file is the base, while the purchase and VIP prices are calculated as a percentage of it.
Option B: The purchase price is the base, while the retail and VIP prices are calculated using a markup.
There must be the ability to set the base for calculation and the formula for each price type.
4. Storage and display of data in 1C:
Storage: It is recommended to store data in a new Information Register. However, we are open to your proposals if you see a more optimal architectural approach.
Display: Current information about balances should be displayed in the following interfaces:
Document form "Customer Order".
Form "Product Selection".
Item card form.
Important: If the same article is available from several suppliers, the interface must clearly show the balance for each of them separately (for example, a separate information panel, a pop-up window on hover, or additional columns).
5. Automation:
Loading must be performed automatically using a server scheduled task (or another more optimal approach).
There must be the ability to set different start times for different suppliers (for example, 8:00, 10:00).
There must be the ability to manually start the loading process.
Notification system: In case of critical errors during automatic loading (absence of file in the email, unknown format, reading error), the system must generate notifications for the responsible manager (in the form of a task in 1C, message, or email).
Work result:
Extension file (.cfe), or installation package of the ready-made solution.
User manual for configuration and use.
P.S. Examples of similar modifications:
1) https://ingenum.ua/analiz-praysov-postavshikov-dlya-bas-ili-1c
2) https://pdk.com.ua/ua/features/dev/monitor_zagruzki-detail/
3)https://nct.ua/catalog/raboty_dlya_1s_8/Automatic-loading-of-price-lists-of-suppliers-and-the-balance-of-goods-from-suppliers/
