Custom solutions based on 1C: automation of document generation for company branches

#integration#1C

About the client

Alliance Service LLC is a company specializing in the wholesale of motor fuels. The organization has several branches and uses the Dyad electronic document management system to manage internal and external documents.

Task

The company wanted to simplify the processing of documents by automating the formation of printed forms in Diads in order to avoid errors in tax accounting and ensure the correct display of data for branches.

This required:

Correct display of prefixes in Reconciliation Reports, which will allow you to identify which division the operation belongs to.

Automatic replacement of the checkpoint in the "Implementation (UPD)" documents related to the company's division.

Decision

1C programmer has developed a customized solution:

Integration of 1C modules and Diads. This made it possible to automate the process of forming printed forms of documents.

Prefixing in reconciliation reports. Automatic substitution of prefixes corresponding to separate divisions was implemented.

Replacement of the checkpoint. An algorithm has been created that substitutes the correct checkpoint for the Krasnodar Office branch.

The solution automated manual work and reduced the likelihood of errors in documents.

Project stages

1

Study

The requirements of the client are analyzed and the existing mechanisms of document processing in Diadoc are studied. Diagnostics of the diode processing code, external printing plates and plug-ins have been performed.

2

Task decomposition

An implementation plan has been created, including the preparation of layouts for debugging embedded treatments, the development of algorithms for replacing checkpoints and displaying prefixes in documents, and the integration of solutions into the existing configuration.

3

Solution development

Separate modules have been developed for each task. Reconciliation report — a condition has been introduced for displaying prefixes in printed form. Implementation (UPD) — the replacement of the gearbox has been implemented at the plug-in module level.

4

Testing

Functional and load tests were carried out.

5

Implementation and support

The solutions are integrated into the client's work system. Staff have been trained and instructions have been provided on how to work with the updated features.

Functional

As a result, the following features have been developed for Alliance Service LLC:

Automation of printing forms. Manual operations are excluded.

Linking to branches. Prefixes of separate divisions are automatically added to reconciliation reports.

Correct tax accounting. The checkpoint for the Krasnodar Office branch is set up automatically.

Flexibility. The ability to change conditions through the plug-in without changing the main code.

Решение для ООО «Альянс Сервис» от LighTech

Challenges

The main challenge of the project was to immerse oneself in the client's business processes, to study the specifics of document generation and the requirements of the end users of the system. It was also necessary to ensure the correct processing of data for each branch, taking into account their checkpoints and document formats.

Result

The work process is automated, documents are processed faster and the probability of errors is minimal. Creating universal modules simplifies further support and configuration of solutions.

Technologies

Built-in 1C programming language:Company

SDK for the Dyadoka API

C#

COM services