Contracts
Why you need this
A contract ties documents to a specific paper agreement: an invoice, a sale or a reconciliation act can state which contract the settlement belongs to. This matters when you have several contracts with one counterparty on different payment terms.
What you need
- A counterparty — a contract is always signed with one.
- The contract details: number, date, validity period.
Step by step
Open Договоры (Contracts) in the left menu — the reference book appears.
Press Создать новый (Create new) — the Создать договор form opens. The Редактировать button next to it opens an existing contract.
Fill in the fields:
- Наименование — how the contract appears in lists, up to 255 characters;
- Номер документа and Дата заключения (number and signing date);
- Вид договора — Входящий (you buy) or Исходящий (you sell);
- Дата начала and Дата окончания — the validity period;
- Условия оплаты and Условия поставки — payment and delivery terms, optional;
- Статус — Действует (active) or Закрыт (closed).
Save. The message «Договор был успешно создан.» appears.
How a contract reaches a document
Document forms have a contract picker. If there is no contract or you do not need one, the value stays Без договора (no contract) and the document still saves.
How to check it worked
Open an invoice or a sale for that counterparty: the new contract should be offered in the picker and shown on the document once saved.
Common problems
| What you see | Why | What to do |
|---|---|---|
| «Обязательное поле» | Name, number or date is empty | Fill in the highlighted field |
| «Максимум 255 символов» | Наименование is too long | Shorten the name |
| The contract is not offered in a document | Its status is Закрыт or the Вид договора does not match | Open the card and check the status and type |
What next
- Invoice, sale, waybill — reference the contract on a sales document.
- Reconciliation act — reconcile per contract.