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In this article, we will consider such a concept in 1C Customer Order, directly 1s UT 11. What information does it contain, and how to quickly get
maximum useful information when working with the list of orders.
In 1C UT, a customer order is a document that is used to register a customer’s request in the system to sell goods for him, provide services, or transfer goods for commission.
First, you need to select the option of using the order in the settings (Master data section and Administration → Master data and sections settings → Sales → Wholesale sales).
Consider a customer order in 1C 8.3
The header displays the command panel of the document, as well as the status and priority of order execution. The list of statuses depends on the chosen option for using orders:
If Order on order is selected, the status field on the document form is not displayed;
If the Order only from warehouse option is available, the list of statuses includes “On approval”, “In reserve” and “For shipment”;
With the scheme Order from a warehouse and under an order, it is only possible to choose from only two statuses - “On approval” and “To be completed”.
The priority of the Customer Order in 1C 8.3 is used to indicate its significance. Priority can be Low, Medium or High.
Pay attention to the command panel, it is presented in the form of icons (buttons) that allow you to perform certain actions with the system data. These and other icons are used when working in 1s with customer orders, and other system objects. The main buttons are presented in the table.
The “Basic” tab contains information about who buys what, from whom and under what conditions. Here, as the rules indicate the organization-seller, client, counterparty, agreement, contract. Based on the data registered in the agreement, the order will determine the terms and schedule of payment, the main parameters for pricing, the rules for supply and shipment, the taxation regime will be established, and the need for the use of reusable containers will be taken into account.
On the “Products” tab, a list of goods / services that the client is going to purchase, their prices, quantity and other important information, if they are necessary for the selected product (for example, characteristics, series, packaging). There are three ways to fill in the list of goods:
By adding empty lines and selecting the position of the nomenclature from the directory;
Using the commands fill → Pick items, open the Pick Workplace and select items using various filters limiting the search area;
Load products from an external file using the command of the same name.
For each line, the variant of provision with goods is indicated; for this, the command Provision → Fill in provision is selected. To confirm the need to ship the goods to the client in the order, you must set the supply option Ship, for other positions of the order, the sales document will not be generated.
In the basement of the bookmark, the date of shipment of the goods to the client is indicated.
The data on the "Delivery" tab determine the order of delivery of goods to the client (Pickup, Our transport service to the client, Our transport service to the carrier, Carrier (from our warehouse), At the discretion of the transport service) and specify the delivery parameters.
All orders for delivery are subsequently collected in the workplace "Delivery", in which the documents "Transportation orders" are generated. This tab is displayed in the order only if it is configured accordingly (Administration → Master data and sections settings → Warehouse and delivery - Delivery → Delivery management), otherwise the delivery address is entered in a separate dialog box in the Delivery address field on the Advanced page - Printing details.
The “Additional” tab contains other information, such as the manager who placed the order, order currency, order number according to the client, etc.
Also in the document Customer order in 1C 8.3 contains a line that displays the total amount, VAT and discount.
So, we got acquainted with the basic data that the customer order contains in 1C 8.3. Now let's go to the list of orders and see what information about the order we can get from it without opening the document, and how to simplify the work with this list.
First of all, pay attention to the selections.
Above the list of orders in 1C UT, a panel of quick selections is displayed. With its help, you can select orders according to certain criteria, for example, make a selection by due date and display only overdue orders or orders for today.
Next, you can set the selections that the system will remember and use when opening. For example, in the field manager, and then when you open the list of orders, only those created by this manager will be visible. You can do this from the More menu by selecting Customize List. In the Filters section, select the Manager field for filtering, and in the Value field, specify the required user.
This List Setting form also allows you to: set different sortings in the list of documents; adjust the color highlighting of data according to the selected criteria; group fields.
The next step is to configure the column display that is convenient for you. In the More section, select Edit Form to open the Form Setup window.
In the proposed list, using the checkboxes, you can remove the display of unnecessary columns and add more important ones. Using the arrows it is easy to set up a convenient sequence.
% payment, % shipment, % debt. These columns reflect the status of payment and shipment of goods on orders.
Period of execution. Contains the date of shipment, overdue orders are marked in red.
The current state of the order. Depending on what stage the order is in, different statuses are available, such as Advance Pending (before supply). Shipping in progress, Payment pending (after shipping), Closed, etc.
If you have questions about working at UT 11, fill out an application on this page or call.
This lesson shows you how to work with sales orders when registering a wholesale sale to a legal entity.
Document customer order in the system is designed to record the intention of the buyer (legal entity) to purchase from us any product, work or service. In the context of these documents, you can conduct mutual settlements with customers, as well as collect various additional costs.
To begin with, let me remind you where the functionality of customer orders is included in the program:
In addition to enabling the use of the orders themselves, you need to select the type of use of orders (simply as an invoice, as the ability to reserve goods in stock, or additionally as the ability to create orders to the supplier based on sales orders). Also included is shipment control when closing orders (that is, it will not be possible to close an order if shipment has not been completed for it) and payment control (it will not be possible to close an order if it has not been paid in full):
Create a sales order
Now let's create a customer order, to do this, open the list of orders:
Create a new order in the list of documents:
The form of the document is very similar to the form of the goods sale document:
On the first tab, we indicate the organization, the client, the counterparty, the agreement and the contract are pulled up:
Selection of goods in the document
On the second tab, select products:
In the selection form, we see that we have prices for the item (the price type selected in the agreement is used), but there is no stock balance at all:
Because no warehouse is selected:
I am correcting, now there is a warehouse balance:
We select the necessary nomenclature, when you double-click on the line of the list of goods, the following window appears:
In it, you need to select the quantity of goods for sale and the action for this product, there are several options to choose from. We are only interested in the Ship(only under this option you can place the sale of this product). Details about these settings and about meeting the needs of the program will be discussed later in a separate lesson.
After selecting the necessary goods, we transfer them to the document:
The tabular part of the goods in the order is completely filled:
At the bottom of the form we see the date of shipment of goods (this date will be considered the date of shipment when forming the payment schedule under the contract). If necessary (if different goods on the order will be shipped on different dates), we can uncheck this box and then you will need to fill in the shipment date in all rows of the tabular section Products.
Bookmark Additionally the currency of the order, the taxation option, the number and date of the incoming data (according to the client) are indicated. You must fill in the Department (by default, it is pulled from the department to which the user who placed the order belongs), otherwise the implementation document will not be carried out later:
In order to be able to issue the implementation, you need to set the status To be completed. After that we carry out the document. Completed payment schedule orders:
By default, the schedule is taken from the agreement. If it is not filled in the agreement, then the schedule is set as one hundred percent post-payment on the day of shipment:
Based on the order, you can enter the following documents:
In order to issue a sale by order, we will issue the sale of goods and services:
The document was filled in automatically, it remains to be carried out.
On request, you can create the following printed forms:
And various reports:
Let's take a look at the execution status report, for example:
In it, we see that the order has been shipped in full, but not paid.
A document line appears in the list of orders, the current state is "Ready to close":
Those orders for which the shipment took place and payment from the buyer was accepted are recommended to be closed. Despite the fact that we did not receive the payment and set the payment control when closing orders in the system settings, we will try to close the order:
The following window appears:
We see that the order was successfully closed:
Do not think that this is a system error. It's just that the control of shipments and payments when closing orders only works if mutual settlements with the buyer are carried out in the context of orders (and in this case we have contracts). Exactly for the same reason, the percentage of shipment on the order and the percentage of the debt were not displayed in the list of orders.
We will talk about mutual settlements in detail in a separate lesson.
Customer orders in the 1C Trade Management program version 11.2 are used to plan the process of selling goods to our customers.
The orders themselves are located in the section "Sales". On command "Customer Orders" we go to the log of the corresponding orders. At the top of this log are quick selection commands. For example, this is the current status of the order, the deadline for the order, as well as the responsible manager. You can create an order directly from this journal.
The mechanism for using orders is configured in the section "Regulatory and reference information and administration". In section setup "Sales", in a group "Wholesale" there are flags that are responsible for the corresponding options. For example, the main flag is "Customer Orders". Setting this flag allows you to activate the use of 11 customer orders in the 1C Trade Management program.
- You also need to choose how these orders will be used. There are three options: First - "order as invoice". When this flag is set, the order will be used exclusively for printing invoices for our customers, and based on such an order, the goods will not be reserved, the execution of customer orders will not be monitored.
- You can also use an order to reserve items in stock. To do this, set the option "order only from stock". According to such customer orders, it is already possible to control their execution. You can schedule payment, and with the help of these orders, you can reserve goods in warehouses.
- The third option is "order from stock and on order". It differs from the previous one in that it is possible to reserve a product that is not currently in stock, and thus form a need for this product. And, in the future, based on this need, it will be possible to form orders to the supplier. Upon receipt of the goods, it will automatically fall into the reserve for this order.
Also, several more options are used to manage orders, namely - "do not close partially shipped orders and requests", "do not close partially paid orders and applications". If these flags are set, then the manager will not be able to close the corresponding orders until the specified condition is met.
Flag "reasons for canceling customer orders" allows you to activate the reference book in the 1C Trade Management program "Reasons for Cancellation of Customer Orders". And when setting the appropriate flag in customer orders, it will be necessary to indicate the reason why this order is canceled.
The second way to create customer orders is to follow the appropriate step when using customer deals. When using customer deal management. For example, now I have a task set on the home page in the list of my tasks - Place an order for a deal.
Opening the appropriate command, I have the command "create order". Using this command, the 1C Trade Management 11 program, based on the information already entered at the previous stages for our transaction, forms a customer order.
We have already filled in all the basic information. Let's get a look. The fields "client", "contractor" and "agreement" are mandatory. Configuration 1C Trade Management (UT 11) 11.2 will not allow you to save and post a document without specifying this information. Also, we have already filled in: type of operation "implementation"; the organization on whose behalf the goods will be sold; the warehouse from which the sale is planned.
By hyperlink "Payment" we open payment rules. Right now they are not filled. You can use the command "Fill by agreement", and based on the agreement with the client, the relevant information will be filled in. In our case, these are “advance payment (before security)” and “prepayment (before shipment)”. We will transfer this information to our buyer's order.
Let's go to the main tab "Products" and see what information we have here. On the basis of the commercial offer executed at the previous stage of our transaction, approved and agreed upon, we have filled out a tabular section in which we see a list of our nomenclature, quantity, prices, automatic discounts (manual discounts were not applied here) and the amount (VAT rate).
In the very last right column, the "cancelled" flags are just being set, and it will be necessary to indicate "by reason". If we set such a flag, it will be necessary to indicate the reason for canceling the corresponding position from the list of pre-entered reasons. This line is highlighted in gray, which indicates the cancellation of this position.
Also in the buyer's order there are two important fields that affect the behavior of the program 1C Trade Management (UT 11) 11.2, namely - "order status". We currently have 3 statuses available:
- Status "under agreement"- in this status, the order does not make any movements. The item is not reserved until the order has been agreed.
- Status "to be done", which is set now, indicates that the order is now in the execution stage, that is, it is planned to pay for it, ship it, and ensure the reservation of the goods.
- Status "closed" indicates that the order is closed and no further work is being done with it.
It is also possible to set priorities, which is an additional analytics when working with customer orders. And the main field that you should pay attention to is - "actions". In this case, we have completed the action for all positions "to ensure". You can use the appropriate helper in which we set the flags. For example, the available actions are:
- "Do not provide" order, then requirements are not calculated for this order, the goods are not planned for purchase.
- "To ensure"(what we have installed now) - indicates that work is starting on this order, and the need for this product will be determined in orders to the supplier.
- "Reserve as you go"- indicates that, according to the order, it is necessary to reserve the goods as they arrive at the warehouse in case of their absence.
- "Reserve in stock". This product will be reserved from the free balance in the warehouse.
- And action "Ship" indicates that the goods can already be shipped directly.
We have another assistant - "Order Assurance Status". By going to it, we can see what item positions we have in the document, what is reserved, what is in provision, what actions can be performed (for example, we have a product in stock, it can be reserved, and also which warehouse is used in in this case).
On the tab "additionally" the transaction under which our order is made is indicated; responsible manager; the department in which the responsible manager works; currency; the flag "price includes VAT" and taxation - that the sale is subject to VAT.
On the tab "Products" you must fill in the estimated date of shipment. In this case, we have the flag set "ship on the same date". If we remove it, then the estimated date of shipment will be indicated on each line of our product. Set today's date, and such an order is in the state "to be done" can be held and closed.
Program 1C Trade Management (UT 11) 11.2 says that it was not possible to place an order. Let's look at the reasons for the rejection. In this case, the 1C Trade Management program controlled the customer's orders, namely, the program did not like the fact that we were trying to deliver the goods “for provision”, although we have the first payment item “advance (before provision)” for this order. That is, until the corresponding advance payment is received for this order, the commodity items “our goods” are not sent to work, and we cannot reserve them and cannot place them “for security” to our supplier. So on all lines I set the action "do not provide", and I'm already trying to place such an order again.
Configuration 1C Trade Management version 11.2 completed this order and the corresponding task - “create an order for the transaction” - is marked as completed.
The 1C Trade Management 11 program takes us to the next stage in our transaction, namely - "confirm transaction commitments".
Thus, in the program 1C Trade Management version 11.2, work with customer orders is carried out both within the framework of transaction management and outside the framework of transaction management.
Customer order is a document that records the intentions of customers to purchase a product. The order management functionality developed in Trade Management 11.2 provides support in making managerial decisions.
The use of Customer Orders becomes possible after the function is enabled in section Master data and administration → Sales → Using Customer Orders. Specify the use case - Order from stock and on order. Other options for using Orders are for you if you intend to use an Order only to print an Invoice, or if you plan to accept orders only for items in stock. (Fig.1).
In addition, in this section there is an opportunity:
- establish bans on the closure of orders shipped incompletely;
- establish prohibitions on closing orders that are not fully paid;
- maintain a list of reasons for canceling orders;
- register the sale of goods on the basis of several orders;
- create certificates of work performed for several customer orders;
- store invoices for payment in the program.
We include all of the above features.
We create Customer order In chapter Sales(Insert). At the top of the form are Order Statuses, Priority and Current Status . (Fig.2).
Order statuses (Fig.3).
Fig.3
The choice in the status document is determined by the strategy for using orders, which we defined above. If you use orders with the option Order as invoice, then the statuses in the document are not available. If you use orders according to the strategy Order only from stock, then the following statuses are available:
.To be agreed- the order does not create entries in the registers, it is used to register the unconfirmed desire of the client;
. In reserve- the order reserves the goods in the warehouse;
. For shipment- the goods can be shipped.
If we use the strategy Order from stock and on order, then the possible statuses are:
.To be agreed
. To be completed- it is available to manage the shipment, as well as reserve the goods for each position in the document.
A priority
The priority is used in the program to determine the importance of the Order for the manager. The default priority for a new order is Medium. An employee can change the priority of an order by evaluating the degree of importance of the order. High priority in the order history, it will be highlighted in color. (Fig.4).
Fig.4
Current state
The following statuses are available for Customer Orders:
Pending approval;
Advance payment expected (before security);
Ready for supply;
Advance payment expected (before shipment);
Expected provision;
Ready for shipment;
In the process of shipment;
Payment expected (after shipment);
Ready to close;
Closed.
Fill in the bookmark Main.
We select the client, and the agreement. Based on the selected agreement, the Warehouse, settlement procedure and operation are filled in. The Operation value determines the shipment option (realization or transfer to a commission). In the Order, you can clarify the procedure for settlements under the document, if there are differences from that specified in the agreement or contract. Options for the payment procedure: under contracts, under orders, and possibly over invoices.
Go to bookmark Products.
The list of products can be added using the Add button, or by pressing Insert, it is convenient to copy the line with the product using the F9 key or through the context menu → Copy. But the most convenient way to fill in the list of goods through the workplace selection of goods. (Fig.5).
(Fig.5).
For the goods, prices are reflected according to the type of price that we have chosen in the Order, as well as the balance of goods in the warehouse that we have indicated. To view other prices for a product, use the button Prices. It is possible to set the selection by price by setting the price range from and to. To select products that are in stock, you need to activate the flag Only in stock from the document.
In the selection window, you can set various filters to limit the scope of the search for goods: by nomenclature hierarchy, by nomenclature type, by goods of a different quality.
We select the goods we need, indicate the quantity, price, and, if necessary, the date of shipment of each product. To transfer the selected goods to the document, press Transfer to document. (Fig.6).
Fig.6
Option to secure orders(Fig.7). 
Fig.7
To fill in the supply option with goods for an order, select all lines of the order (Ctrl-A), execute the command Fill in security. In the window, fill in the supply options, depending on the necessary actions with the goods.
For a separate provision for a specific product or an order as a whole, the option provide apart(available only when the functional option is enabled Separate provision of orders In chapter Reference data and administration → Warehouse and delivery → Supply of needs.
The date of the expected shipment for this order is filled in the field Desired date of shipment. To be able to ship goods on the same date, you additionally need to set the flag Ship on the same date.
Bookmark Delivery
We have described delivery management in detail in another article. The ability to specify a delivery address is enabled by the Delivery management option in the section NSI and administration → Warehouse and delivery → Delivery. (Fig.8).
Fig.8
Closing an order
There are two option to close orders:
Closing for fully processed orders- through which goods were sold;
Closing orders with cancellation of unworked lines- the program analyzes and cancels all unrealized lines on order. The user must indicate the reason for the failure to ship the goods on the order.
The "Buyer's Order" document is intended for making a preliminary agreement with the buyer about the intention to purchase goods.
The parameters by which the control of shipment and payment for the order takes place are set in the contract with the counterparty.
In the order, you can specify the expected date of payment (“Payment”) and the bank or cash desk where the funds should be received to pay for the order. This information is used to schedule incoming payments.
The document provides for two types of operations:
Sale, commission;
In processing.
Sale, commission
This type of operation is used to place an order from a buyer or commission agent. For whom the order is placed - for the buyer or for the commission agent is determined by the type of contract that is selected in the document.
It is not obligatory to place customer orders for trade transactions. Trading operations can be processed even if orders are not recorded.
If the contract with the buyer-contractor with the type of mutual settlements “According to the agreement as a whole” or “By orders” has the flag “Separate accounting of goods by customer orders”, then the batch cost accounting of goods and materials used to manufacture products by order will be kept separately. The same characteristic is used to determine the separate accounting for production costs and the calculation of the cost price for customer orders.
In customer orders for trading operations, you can also specify a list of returnable packaging in which material assets will be shipped to the customer. Data on returnable containers are indicated on the "Container" tab. On the "Services" tab, additional services related to the execution of the order, for example, services for the delivery of goods, are indicated.
Recycling
This type of transaction is used to place an order from the buyer for the production of products from customer-supplied raw materials.
If this type of operation is selected, then the list of products that need to be manufactured for the customer is indicated on the “Products” tab, and customer-supplied materials that are planned to be received for processing from the customer are indicated on the “Materials” tab. On the tab "Add. services”, indicates additional services related to the execution of the order, for example, services for the delivery of materials or products.
On the “Products” tab, for each line, you can specify the item specification. Based on the specification data, you can automatically fill in the "Materials" tab. By default, the BOM is filled with the value of the main BOM assigned to the item and can be corrected if necessary.
A reflection of all operations for the processing of raw materials supplied by a third-party counterparty must be drawn up with an indication of the buyer's order for processing.
The order will be considered completed if the entire quantity of products specified in the document on the "Products" tab is shipped to the customer and all materials specified on the "Materials" tab are received from the customer, or if the order is forcibly closed by the "Closing customer orders" document.
For buyers' orders for the processing of customer-supplied raw materials, separate accounting of goods and materials is always maintained, all costs, all transferred lots of goods and materials are indicated up to the order, regardless of the state of the flag "Separate accounting of goods according to buyers' orders" in the contract with the counterparty.
Reservation of goods under the order in the warehouse and placement in orders
When placing a buyer's order, goods can be reserved for this order from the current free balance at any of the warehouses (wholesale or retail) or placed in other orders - orders to suppliers, internal orders, production orders. The warehouse for reservation or the order for placement is indicated in the tabular section in the "Placement" column, thus, according to one order of the buyer, the goods can be reserved in several warehouses and placed in several orders.
Under the buyer's order, you can not reserve the goods in a non-automated outlet.
Reservation and placement can only be performed in an order with the operation type "sale, commission". For such orders, it is also possible to perform reservation and placement in orders for returnable packaging on the "Packaging" tab, specifying the warehouse or order in the "Placing" column.
When posting a document online, you can perform automatic reservation and / or placement. Automatic nesting can only be performed on a vendor order. The parameters of automatic reservation and placement are configured in a special form that opens when you click on the button "Fill and Spend" in the document form command bar.
If you want to perform an automatic reservation, you must select the "reservation" checkbox in the form, and the "placement" checkbox to perform automatic placement. If necessary, you can change the default auto-reserve strategy in the form.
When performing automatic reservation and placement, the value specified in the Warehouse/Group variable in the document header is taken into account. In this attribute, you can specify a warehouse or a warehouse availability group. The attribute value is taken into account as follows:
The warehouse of the preferred location is determined. If a certain warehouse is specified in the order, then it will be considered as the preferred location warehouse, otherwise the warehouse specified as the main warehouse in the user settings will be the preferred location warehouse.
A warehouse availability group is defined. If the warehouse availability group is specified in the order, then this group is selected, otherwise the warehouse availability group specified in the user settings is taken.
Reservations will be made first at the warehouse of the preferred location, then at the warehouses that are part of the availability group. Placement will be performed first on orders to vendors that specify the preferred placement warehouse, then on orders that specify warehouses that are part of the availability group.
Automatic nesting takes into account the estimated shipping date in the buyer's order and the estimated receipt date in the vendor's order. Placement will be performed only in those orders to suppliers for which the date of receipt of the order is less than or equal to the date of shipment of the order to the buyer (the goods must arrive earlier than it is supposed to be shipped).
If in the accounting parameters settings on the "Orders" tab the "Use specifying series when booking" box is selected and an agreement is selected in the order for which separate accounting is maintained, then you can reserve goods in the warehouse specifying product series. Specifying series in the tabular section "Products" makes sense only for those rows for which reservations are made in the warehouse.
You can fill in the series in the line of the tabular part "Products" in the following ways:
Manually. In this case, the warehouse where the goods will be reserved must first be indicated in the "Placement" column.
With the help of the selection mechanism. In this case, the warehouse must be indicated in the header of the document. This warehouse will be automatically set to the Placement column. If the warehouse is not specified in the header, then the selection of a series when selecting an item is prohibited.
Automatically. When automatically reserving goods using the button "Fill and Spend".
With automatic reservation, all manually selected series will be lost.
The scheme of automatic and manual reservation and placement in orders to suppliers can be combined, for this you need to manually specify the placement option for some positions in the document, and then use the button "Fill and Hold". In order for automatic nesting to be performed only for those positions for which it was not performed manually, in the form of setting up automatic reservation, the checkbox "Clear nesting before filling" should not be selected.
After placing an order, you can adjust the order placement and reservation scheme using the Goods Reservation document.
Batch processing of documents for the buyer
The buyer's order provides a service mechanism that allows you to perform batch input of documents, reducing the time for processing documents for the buyer.
The form for setting up batch input of documents opens when you click on the button « Check out the implementation» in the document form command bar. The button becomes available after the document is saved.
In the settings form, it is determined which documents need to be issued - “Invoice issued”, “Incoming cash order”, “Sale of goods and services”, “Outgoing order for goods”, the print mode is selected for each type of document (with a preview or immediately to print). For documents "Sales of goods and services" and "Goods issue note" You can choose the printable.
The settings set by the user in the settings form are saved, they can be used in the next session. If in the settings form the checkbox "Show settings form when processing documents" is cleared, then the form will not open when the button is clicked "Check out the implementation", and actions will be performed immediately according to the settings. You can restore the display of the form and change the settings from the menu "Actions" - "Open the implementation design settings form» .
Price control in the order
You can use the planned cost price to control selling prices in orders. As the price type of the planned cost, those prices are set in relation to which the allowable markup percentage is calculated. In the order in the "Prices and currency" dialog box, the "Use planned cost price" flag is set. In this case, when entering prices in the order, the markup percentage and the deviation from the planned cost will be automatically calculated. The price type of the planned cost is determined in the accounting parameters settings in the "Production" section.
Notification of upcoming operations on the order
The "Buyer's Order" document provides for the possibility of connecting a notification system about upcoming operations on the order (shipment or payment for the order). To do this, you need to set a flag in the "Reminder" field and specify the time when you need to issue an order notification.
Information about current, overdue and upcoming shipments and payments on the order of the buyer can be viewed in the user's calendar included in the "Contact Manager".
Description of the button "Fill and post"
When you click on the "Fill and post" button, the following actions occur:
2. Based on the selected parameters, the "Placement" column is filled. This takes into account the value of the parameter "Order auto-reservation strategy"
2.1.1.Define the list of warehouses available for reservation: warehouse availability group
If the warehouse availability group is specified in the order, the group specified in the order is used
If a warehouse availability group is specified for a user in the default settings, the group from the default settings is used
If a warehouse (and not a warehouse availability group) is specified in the buyer's order, this warehouse is also included in the list of warehouses available for reservation and is a priority when booking
If the availability group of warehouses is not specified either in the user settings or in the order, the reservation is made in all warehouses
2.1.2 The stock balances available for reservation are determined. The calculation is based on the balances in the register "Goods in warehouses" minus
already executed reserves (register "Goods in reserve in warehouses")
If the user is not allowed to exceed the balance of goods in the organization, the quantity to be reserved cannot exceed the balance of goods in the organization specified in the order
2.2.1 The balances in orders to suppliers available for placement are determined. The calculation is based on the balances in the "Orders to suppliers" register, while the list of orders is limited to the following conditions:
The warehouse in the order is limited to the list of available warehouses, which are determined based on the information in clause 2.1.1
The date of receipt in the order to the supplier must be less than or equal to the date of shipment in the order of the buyer
The organization in the buyer's order and in the supplier's order must match
Placements already completed in these orders to suppliers are excluded from the balance in the register "Orders to suppliers"
2.3 From the received free balances for reservation and placement, the quantity of the item for which the placement in the document is specified manually is subtracted (the lines in which the placement is specified are taken into account)
2.4 In the lines of the document for which placement is not filled in, the Placement column is filled. If necessary, one line can be split into several lines with different placement values. The quantity of the item that could not be placed is highlighted in a separate line with an empty placement value
3. If the buyer's order being adjusted contains a contract with separate accounting for goods according to buyers' orders, and if the "Use specifying series when reserving" constant is set, the column "Nomenclature series" is filled in for the lines in which a warehouse is specified as an allocation
3.1 Free balances are determined at the placement warehouse in the context of series. The calculation is based on the balances in the register "Goods in warehouses" minus
already executed reserves by series (register "Goods in reserve in warehouses")
balances intended for transfer according to the order scheme (register "Goods for transfer from warehouses").
3.2 The column "Nomenclature series" is filled in the lines of the document, if necessary, one line can be divided into several lines with different series values
4. The document is being held. If the document fails to post, the document returns to its original state (before clicking the "Fill and post" button)
