When creating a correspondent, it is necessary to specify its parameters, according to which the rules for using the correspondent in documents and reports will be determined in the future.
These parameters are predefined in the system — Type 1, Type 2 and Alcohol declaration. They must be specified when creating a correspondent.
The Alcohol declaration type is only relevant for organizations operating in Russia.
Type 1 is a parameter for filtering reports.
External counterparty — a correspondent for creating receipt or delivery notes. Usually, it is a legal entity or an individual enterpreneur that supplies or buys goods and with which contracts have been signed.
Internal counterparty — a correspondent who is part of an organization that keeps accounting records in StoreHouse, if it is necessary to issue receipt or delivery notes instead of internal transfers to organize document flow between “internal” organizations in StoreHouse.
Sales — a correspondent for whom delivery notes are created for processing the sale of goods — Sales at the cash desk, Sales paid in cash, etc.
Losses — a correspondent for whom delivery notes are created for registering "loss of goods" in the organization — Spoilage write-off, Human Error, etc.
This type can be changed for already created correspondents. But when the correspondent type is changed, the reports will be changed according to the new value. The type assignment history is not saved.
The correspondents imported from r_keeper are always created with the Sales type. This type can be changed if necessary.
Type 2 is a parameter for filtering reports and defining correspondent additional attributes.
Legal entity — a correspondent for creating receipt and delivery notes. Usually, this is an organization with the legal entity type that supplies or buys goods and with which contracts signed.
Individual — a correspondent for creating receipt or delivery notes. Usually, this is an organization of the individual entrepreneur type, which supplies or buys goods and with which contracts signed.
Special correspondent — logical suppliers and recipients of goods. These may be reasons for write-off — Sale, Spoilage write-off — or reasons for receipt — Incoming balances, Surplus. No contracts for the supply or purchase of goods are signed with these correspondents.
This type is defined once and cannot be changed for an already saved correspondent. If you need to change the Type 2 of the correspondent, delete it and create a new one.
The correspondents imported from r_keeper are always created with the Special correspondent type.
This correspondent property must be filled in for correspondents who operate on the territory of the Customs Union and take part in the alcohol market.
Other properties — a list of the correspondent additional attributes.
The area with Other properties values depends on the correspondent Type 2 value.
The TIN field is a preinstalled field, available for all types of correspondents. It is an optional field.
Correspondents preinstalled attributes can be added when creating an empty database in StoreHouse 5.
The list of correspondent preinstalled attributes to be added when creating an empty StoreHouse database is stored in the .INI file in the Corrs.AttrsEx sections — for all types of correspondents; in Corrs.AttrsEx0 — for legal entities; in Corrs.AttrsEx1 — for individuals; in Corrs.AttrsEx2 — for special correspondents.
Correspondents details are used in layouts of printed forms, when building the Alcohol Declaration report and when working with the USAIS.
- This correspondent property must be filled in if the organization operates in the Russian Federation
- This correspondent property is filled in only if the correspondent is a Legal entity
- For an individual entrepreneur and a correspondent registered in the territory of the Customs Union states, this property must be filled in only in the case of working with the USAIS and for Alcohol Declaration generation. Any number is required.
- This correspondent property should be filled in for the correspondents who operate in the Russian Federation and are suppliers of alcoholic beverages
- The license is filled in for each correspondent's KPP separately.
On the Payment dates tab, for a particular correspondent, you can specify the number of calendar days that will be used when calculating the delivery note payment date.
Payment dates are specified in calendar days. They can be specified separately for receipt and delivery documents.
Payment dates for the correspondent can be set depending on:
- The legal entity itself
- KPPs of the legal entity, if there are several of them for the legal entity.
If the terms for paying notes do not differ by lthe legal entity departments, it is enough to set the number of calendar days for payment for the whole legal entity, depending on the documents type.
If some department of the legal entity has the payment dates different than the main one, then the payment period can be specified separately for the KPP.