Contact information of the 1c counterparty. How to use the directory types of contact information


Types of contact information

The directory is intended to classify contact information of various system objects - for example, partners, contractors, employees, etc.

For each type of contact information, a type of contact information is specified, which is specified from a fixed list, and the type of object for which this type of contact information is used.

In the list of the directory, types of contact information are provided as groups, each of which is an object for which contact information can be assigned: “Organizations”, “Users”,
“Individuals”, “Partners”, Contractors”, “Contact persons of partners”.

For each group, a list of predefined types of contact information is specified, which are marked in the list with a given sign. If necessary, the user has the opportunity to enter an arbitrary type of additional contact information into any of the groups. After adding, a new type of contact information will automatically appear in the form of a related object.

Example. For contact information of the "Address" type, intended for directory objects "Individuals", it is permissible to assign the types of contact information "Home address" or "Work address", and for directory objects
"Counterparties" - "Legal address" or "Postal address".

Maintaining contact information

Setting up types of contact information for individuals

For individuals, it is permissible to set up a classifier of types of contact information. By default, each individual has four predefined types of contact information: Email, Home Address, Home Phone, Mobile Phone. If necessary, the user has the opportunity to enter additional types of contact information, which will automatically appear in the individual’s card.

How to enter a new type of contact information (address, telephone) for a partner?

* Open the list of types of contact information ("Administration" - "Types of contact information").
* Place the mouse pointer on the group "Contact information of the directory "Partners"".
* Click on the "Create" button. A new type of contact information card will appear.
* Select a name for the new type of contact information, for example "Delivery Address".
* Select the type of information, for example "Address".
* Enter additional information if required. For example, it is permissible to specify that information will be edited only in the window that opens.
* Click on the "Save and close" button.
* Information about the new type of contact information will automatically appear in the form of the “Partners” directory on the “Addresses and telephone numbers” tab.

Maintaining contact information

After setting up the required types of contact information used at the enterprise and loading the address classifier, it is permissible to begin entering contact information in media lists. It is permissible to enter contact information for list elements:

* as a custom stitch;
* for address, telephone and fax using template forms (after the related settings - see "Setting up types of contact information").

When filling out the address template form, the address fields can be entered using the address classifier.

The checkpoint value valid for the current date is stored in the “Counterparties” directory attribute itself. The first value can be entered, as before, directly in the checkpoint field:


Now let’s imagine that the checkpoint has changed.

Then the user's actions are not so obvious. If the user tries to enter a new value in the checkpoint field, the old value will simply be overwritten. The new value will be considered as set initially.


The start date for the new value can be set arbitrarily.

If everything is done correctly, then after saving the changes, a link “installed on such and such a date” will appear in the tabular section next to the checkpoint:


Now everything will work.

History of changes Short name

Everything is similar with the name. The name valid as of the current date is stored in the “Counterparties” directory attribute itself. We enter the first value in the form of a directory:



The value entered directly into the directory field is written on a single line, without a date.


If everything is done correctly, then after saving the changes in the tabular section next to the Abbreviation name, a link “installed from such and such a date” will appear:


History of address changes

And one last thing. The program now stores history for contact information of the "Address" type.

This service is not enabled by default. For the type of contact information, you must specifically indicate that storage of the change history is required.

To do this, go to the menu:

Master data and administration - General settings - Contact information - Types of contact information

Here we select the address. For example, I will take Legal Address.

Open it and in the contact information type card you need to check the Edit only in dialog and Store change history checkboxes. Actually, we need the first checkbox only because the second one is not available without it.


Now we go to the contact information of the counterparty and open the legal address in it. The “Change History” link has appeared on the card.



To fill in a new address after it has changed, you need to add it from the Change History tabular section.

Then it will be added to a new line with the start date:


In the address card itself in the “Change History” you can now see that there are 2 entries (although we added one :)).


But in the contact information of the counterparty, only the address itself is visible, but there is no information about whether it has changed or not.


Nevertheless, this innovation pleasantly simplifies routine work. The history of changes is used in the new 2.4 edition of 1C Integrated Automation and ERP in the following cases:

  • When creating printed forms of documents,
  • In VAT accounting,
  • When generating reports on controlled transactions.

That's all for today.

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“Error deserializing contact information: the expected type is not specified” when recording a counterparty is now very often caused by the transition to the new edition of 1C Accounting 3.0 on the 1C 8.3 platform. It is associated with incorrect conversion of the “Types of contact information” directory from the old version of the program.

In some releases of the 1C program, the following error appears: “Information about the type of contact information has been damaged.” But the solutions to these errors are the same.

In addition to Accounting, the error may appear in the following configurations: 1C Trade Management 11, UNF, ERP and other solutions based on BSP 2.

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The “Types of Contact Information” directory contains a list of acceptable types of information. It has a certain composition of predefined elements (for example, Legal address, Actual, telephone, etc.). In addition to the predefined ones, you can add new types of information to it, and they will be displayed on the forms.

Troubleshooting

There are two ways to fix this error:

  1. mark for deletion;
  2. set the correct type.

In the first case, everything is clear - if you mark it for deletion, this field will no longer be displayed on the directory form.

The second case is more correct and interesting. However, the program will not simply allow you to select the desired type:

To do this, I wrote a tiny handler with which you can very easily set the correct type. You can download the processing here - . It is very simple to use, just select the Type of information and the desired type of information, then click “Install”. For example, for “Address by registration” the correct type is “Address”:


That's it, the deserialization error will no longer appear.