The article considers a new mechanism applied solution"Trade Management, rev.11", designed to facilitate the user's work - notes and reminders:

• How to configure the program to use the notes and reminders mechanism?
• How to add a reminder?
• What is a reminder list?
• Where else can I see the list of reminders?
• How to set permissions for reminders?
• How to create a new note?
• What is a list of notes?
• Where can I see a list of all notes?
• How to set permissions for notes?
• Where can I see a user's to-do list?

Applicability

The article was written for the editors of UT 11.1 . If you use this edition, great - read the article and implement the considered functionality.
If you work with older versions of UT 11, then this functionality is relevant. The most notable difference between UT 11.3/11.4 and version 11.1 is the Taxi interface. Therefore, in order to master the material of the article - reproduce the presented example on your base UT 11. Thus, you will consolidate the material with practice :)

Using notes and reminders

So ... The main thing is not to forget anything. At 10, you need to call the client, discuss the composition of the order with him, talk about possible discounts. And get yesterday's contracts from a lawyer back. And at 11 the delivery will come, we must not forget to pick up the documents. Hell, I also need to send a report on transactions to management, the deadline, as usual, was yesterday. And where is this phone number, I wrote it down somewhere, it should be somewhere in this pile, but, no, I stuck a sticker on the monitor, it’s like a yellow one, no, it’s not that one ... But where is it?

Such thoughts often run through the minds of many employees of various enterprises from an ordinary manager to a leader. Let's take a closer look at how "1C: Trade Management 11" can help you remember important things.

Program settings

You can enable the use of notes and reminders in the configuration in the Administration - Organizer section by checking the appropriate checkboxes.

Adding Reminders

To add a reminder about a certain document or directory in the form of this object, you must execute the command Organizer - Remind.

In the window that opens, enter the reminder text and specify the time in the Remind field.

There are several options for setting the reminder appearance time. The reminder can appear once per day and time directly specified by the user. You can select from the list the interval after which the reminder is activated, for example, 5 or 10 minutes from the current date. It is also possible to make the reminder periodic so that it appears on a user-defined schedule.

It is possible to set only one reminder for one and the same directory or document. To correct a previously entered reminder, use the same command Organizer - Remind and edit it.

When the time specified in the reminder has come, the program opens a list of reminders. The list for each line contains the text of the reminder and the time by which the reminder was overdue. By double-clicking, you can open a document or directory for which a reminder has been set.

After clicking the Stop button, the selected reminders will no longer be shown to the user.

With the Snooze All button, you can pause the appearance of reminders on certain period time.

My reminders

All reminders entered into the system can be seen in the My reminders list. You can open it in the Organizer section using the My reminders command.

You can also stop reminders from this form. In addition, when you click the Create button, you can add a reminder that is not linked to any document or directory.

Access rights to reminders

To work with reminders, an infobase user must have the "Use reminders" role installed.

Notes in the program are auxiliary textual information intended for temporary storage in the system. For example, it could be a customer's email address or phone number temporarily stored in the system instead of a piece of paper. Later, this information will need to be entered into the directory, and for speed, you can temporarily create a note.

To create a note about a specific document or reference book in the form of this object, you must execute the command Organizer - Create note.

In the next window, you need to enter a text description of the note. It is possible to use elements of visual design of the text (color, font size, numbered list, etc.).

Notes can be highlighted in different colors in the list (Color field on the form).

My notes

All notes for a given document or reference book can be viewed by clicking My Notes in the navigation bar of this object.

The system administrator has the ability to see the notes of other users by checking the box Show notes of other users in this list. Bold text indicates notes displayed on the desktop.

The list of notes can be displayed on the desktop. Notes that are not marked for deletion are displayed here, for which the Display on desktop checkbox is checked.

You can also enter a new note from the desktop. Such a note will not be associated with any document or reference book; its compilation does not differ from the creation of a note for a document discussed above.

To view all notes entered into the system, you need to execute the command Organizer - All notes. Notes are displayed in groups.

In this list, you can select by color and subject of the application. Bold font here also highlights the notes displayed on the desktop.

Note permissions

To work with notes, an infobase user must have the "Use Notes" role installed.

Also, the Current Cases form can be displayed on the desktop.

It displays the tasks that are in progress. Tasks are grouped as follows:

1. Domestic consumption of goods
   1. Documents for shipment
2. Power of attorney to receive goods
   1. Orders for clearance
   2. Issued powers of attorney
   3. Powers of Attorney Expiring Today
   4. Expired powers of attorney
3. Contracts with clients
   1. Contracts for approval
   2. Overdue contracts
4. Contracts with suppliers
   1. Contracts for approval
   2. Overdue contracts
5. Assembly (disassembly) documents
   1. Orders for paperwork at work
   2. Orders for paperwork for today
   3. Documents for assembly (disassembly)
6. Documents for the receipt of goods and services
7. Documents for the sale of goods and services
   1. Orders for registration at work
   2. Orders for today
   3. Documents for shipment
   4. Documents for prepayment
8. Tasks for sales representatives
   1. Tasks for preparation
   2. Tasks for placing orders
   3. Overdue assignments
9. Tasks
   1. Tasks to be completed
10. Customer orders
    1. Total orders in progress
    2. For today
    3. Late payment on orders
    4. Delayed execution of orders
11. Orders to suppliers
    1. Total orders in progress
    2. For today
    3. Overdue fulfillment by us
    4. Vendor overdue
12. Return requests from customers
    1. Total applications in progress
    2. For today
    3. Delayed payment on applications
    4. Delayed execution of applications
13. Applications for payment
    1. Applications for approval
    2. Approval expired
14. Goods inventory
    1. Orders to be executed
15. Individual agreements with clients
    1. Agreements under negotiation
    2. Overdue Agreements
16. Commercial offers to clients
    1. Total offers in work
    2. Expired Offers
17. Commissioners' reports
    1. Required to issue
18. Reports to consignors
    1. Required to issue
19. Registration of warehouse acts
    1. Reasons for registration
20. Movement of goods
    1. Orders for registration at work
    2. Documents for shipment
21. Shipping orders
    1. Orders to be executed
22. Instructions for admission
    1. Orders to be executed
23. Deals with clients
    1. Total transactions in progress
24. Supplier Agreements
    1. Agreements under negotiation
    2. Overdue Agreements
25. Model agreements with clients
    1. Agreements under negotiation
    2. Overdue Agreements
26. Electronic Documents
    1. Documents for signature

Lower-level tasks are displayed as hyperlinks, which, when clicked, open a form that deciphers the selected indicator (for example, a list of open customer orders filtered by the current user).

So, in this article, we reviewed the configuration tools "1C: Trade Management 11", designed to improve the efficiency of users by maintaining a list of notes and reminders.

Kaliningrad, 2013

Current affairs

He and Dolzhikov sat next to each other, and while the hall was filling up, both looked out for their locksmiths - it had recently hit both of them in the workshop committee: both at a meeting and waddling.

You, Yura, have dismissed the people, - Dolzhikov said quietly, not strictly. - Where is Chapel? Where is Bulgak? Or is Bulgak not on your shift?

All in all, there were about sixty people at the control inspection site, at the KEO, with telpher operators, with oil drainers, twenty in a shift, and the assembly shop was a colossus, the meeting was general, working, and the hall is not small, and in this crowded it’s not easy to spot your own: a handful.

There is Bulgak, - said Podlepych: he spotted it.

At the site, Vladislav Bulgak was called Vladik; the youngest was, about two years old, like from the army, but he grew up quickly, the makings of a rare, other craftsmen - not to jinx it! - outgrown, and in his shift he worked intermittently, he was given an indulgence: they did not put him on the third, night, at the request of the factory sports section.

And Csepel is here, - Podlepich said. - There he is.

And Chapel did not disappoint, he was already sitting, bony, red-faced, with a predatory nose, with a suffering mouth; a good locksmith, too, of the highest brand, if only he had power over himself - at thirty-five, in the prime of life, as they say, there would be no price for him.

What do people need? What is missing? Everything is there, it seems: work, family, health and young years, as some have in addition - this is a priceless boon, and you feel it especially on the pass, in your forties; Appreciate, people, what is, but do not appreciate it! "Did I appreciate it?" Podlepych asked himself and thought. Those were young years, he was not yet a shift foreman, and Dolzhikov was the head of the section, and the youth were more active, rolled up their sleeves higher. “All old people,” he thought, “praise their times, this is not new, and even though I’m not an old man, I go there, with my voice, to this choir.”

The foreman went up to the stage, straightened the velveteen tablecloth on the table, rearranged the carafe of water, went up to the podium, turned the microphone - a kind of ostrich head. A long time ago, in another, perhaps, life, they went to the zoo with Dusya, and Leshka was still a baby, and the ostrich, all ashen, like Dolzhikov’s then hair, paced behind bars. Early Dolzhikov began to turn gray. Now, at forty-eight, his gray hair was solid, monotonous, polished metal to a shine. He was dark-skinned, and either dark-skinned painted him, or gray hair. What does a person need? Many things. And Dolzhikov doesn't need anything, Podlepych thought, he has everything; True, there are no children, but this may be better, although there will probably be more: newlyweds!

The foreman clicked his finger on the ostrich's head, made sure that she was alive, responded, and signaled to the hall to be quiet.

From here, from the top floor, from these wide windows, one could see far, to the very horizon, where, near the border of blue and green, suburban groves swirled vaguely, still glossy, without an admixture of yellowness: oak forest and oak forest, Podlepych had been there - and bright stripes of friendly the winter trees flaunted among the plowing, among the blackness.

For how many years they have been sitting - sometimes casually, sometimes festively - in this red corner, or rather, in a modern way, in a conference room, and everything was familiar outside the windows: suburban distances, a nearby copse along the factory fence, haze over the foundry , traffic lights on the access roads. An empty man passed - quietly, in reverse, as if backing away - from the charge yard; another one went, loaded, sparkling with fresh colors of brand new diesel engines, and even from here, from above, Podlepych could see where the tractors were, where the combines were, and what modifications, and what was serial, ordinary, as they said at the factory, and what was for export.

Predtsehkom declared the meeting open, and began to elect the presidium.

Does your soldier send letters? Dolzhikov asked, and his courageous, marvelously chiselled face with an even, smooth swarthy complexion brightened noticeably, as always, when he spoke of other people's sons, daughters, or in general about everything in the family, which he had been deprived of and which he finally gained in old age, quite recently, some month ago.

Inquiring about his son, he probably wanted to please Podlepich, but not everything that is considered pleasant is pleasant to everyone.

Leshka served urgently in the missile forces, he was not eager for letters, and where he served, it was possible to make long-distance calls, and he called regularly, but when Dusya went to the hospital, he began to call not home, but there.

Lyoshka was my mother's son, my mother raised him, and the folder had affairs, commissions, plenums, resolutions, he got into the rapids and enthusiastically gave himself up to this rapids, but then life went quieter, and Olenka was born - and now she became larger daddy's daughter than mom's.

Lyoshka is lazy, - said Podlepych. - In the father.

The joke was meaningless, and Dolzhikov did not understand it, but in general he sometimes did not understand it with meaning or pretended not to understand it. His eyes were small, but, as they say, burning; now this burningness seemed to be emphasized by a dazzling gray hair. He bewilderedly squinted his black eye at Podlepych and immediately turned away, he did not ask about Olenka.

Dusya had sisters in the Kuban, and as she fell ill with no hope of getting up soon, so Olenka's aunts took her to them. Papka did not give, he resisted, but Dusya insisted, they fell on him as a united women's front, and their reasons were stronger than those that he exhibited. They agreed, of course, that Olenka would return, and even set a deadline, but the deadline had expired, the daughter took root with good relatives. He was not one of those who do not know how to distinguish good from evil, but in his soul he did not accept good, he ranked it, ungrateful, with evil. Well, you can’t order your soul - they took the daughter from the folder.

Who is on the presidium? Two, and a third pre-shop committee, and that will be enough. Voted. Maslygin, secretary of the workshop party bureau, went on stage. The dyer went from the painting and delivery area. She was always chosen: she got the hang of scribbling protocols.

And he would have got the hang of it, would have managed around the house, if there hadn’t been good-natured people in the Kuban, his daughter would have been dressed and shod with him. In addition, there were kind people besides relatives - a huge help, but she arrived in time a little later, when Olenka had already been taken away. Come on, he thought, about help - not a trace, superfluous.

The speaker was the head of the shop, Elder nicknamed; it stuck to him tightly even from those times, perhaps, when he worked as a senior master. Come on, thought Podlepych, let's hear about labor discipline.

Lightly touching his shoulder with his shoulder, in a brave, independent and at the same time stern pose, befitting the seriousness of the coming moment, Dolzhikov said softly, not strictly:

Hold on, Yura. Now we will have a probing for Csepel.

On the case, - said Podlepic. - Educational work at zero.

Dolzhikov did not understand again.

Well wait, you'll understand! And for sure: without names yet, without examples, the speaker on the move, without tormenting the hall with delay, discovered the secret, deduced the formula, explained to the audience that if there is openwork somewhere, it means educational work at a height, but there was a hole - the teacher, therefore, is sleeping like a dead sleep.

Wake up, Ilya Grigoryevich, - said Podlepych. - It concerns you.

Now a smiling, understanding grimace flickered on Dolzhikov's hard, glossy face and imprinted on his burning eyes with wrinkles barely breaking through the stone swarthy darkness. He himself did not sleep and did not give to others, he loved order. He was good to everyone - both for his restraint, and for his knowledge, experience, authority, but he took any word that was unflattering for the district too close to his heart, either spoken loudly or let out on the sly. For him, strongly knocked down, some kind of pin prick was like a knife under the ribs: such a skin. She grows rough in the wind, but he, you see, has not grown rough: lived in silence? No, thought Podlepych, to serve the plant for so many years - you can’t live in silence. And how much? Perhaps they started together, even though they were older than Dolzhikov, and if you calculate, your head will spin: a quarter of a century!

The speaker also made calculations, at first he read from a piece of paper, then - and without a piece of paper. It can be seen that these figures, the loss of working man-hours, are firmly ingrained in my memory. In a year, he said, if there were no losses, eight hundred extra engines could be given to agriculture. But they didn't. For a year, he said, the sums that are withheld from the slobs could go into their family budget. But they didn't.

It's right.

Turning around, Podlepych again spotted Chepel: well, brother, how are you feeling? Got it? Where can I get it - he did not listen to the speaker, he sat whispering with his friends a neighbor. A predatory nose, a suffering mouth, not a predator and not a sufferer: a golden character, an eternal optimist - that's what they said about him, and Podlepich, not an outside observer at all, could also say so.

Everything now came down to one thing: what do people need? What is missing? Why don't they appreciate what they have? "Did I appreciate it?" - Podlepich asked himself again and thought again.

(foreign language) - real, current, daily

Wed In questions current...

Touch them timidly, timidly,

So - more confusing them.

Sewing on the dead is not difficult,

It is desirable for us to sew on the living.

Nekrasov. recent time. Afterword.

• - See current costs...

  Commercial power industry. Dictionary-reference

• - A. Expenses for goods and services of daily use, consumption reflected in current accounts. B. Minor expenses of companies, organizations, not reimbursed by customers ...

  Glossary of business terms

• Big Economic Dictionary

• Big Economic Dictionary

• - savings, which depositors dispose of by issuing checks ...

  Big accounting dictionary

• - cash costs for goods and services intended for everyday use, consumption ...

  Big accounting dictionary

• - funds that depositors dispose of by issuing checks. The depositor is issued a settlement and check book. Accepted and issued deposit amounts are reflected in the passbook ...
• - in the Russian Federation - - a part of budget expenditures that ensures the current functioning of bodies state power, local governments, budgetary institutions, providing state support to others ...

  Financial vocabulary

• - 1. cash costs for goods and services for everyday use, consumption, reflected in current accounts 2. expenses incurred and paid in this moment, time period 3...

  Big Economic Dictionary

• - 1) cash costs for goods and services for everyday use, consumption, reflected in current accounts; 2) expenses incurred and paid at the moment, period of time ...

  Economic dictionary

• - 1. cash costs for goods and services for everyday use, consumption, reflected in current accounts; 2. expenses incurred and paid at the moment, period of time ...

  Big accounting dictionary

• - "...94. Selling expenses are the costs associated with the sale of finished products, i.e. selling expenses, and the acquisition and sale of goods, i.e. distribution costs ...

  Official terminology

• - 1) the cost of goods and services for everyday use, consumption, reflected in current accounts; 2) expenses incurred and paid at the moment, period of time ...

  Encyclopedic Dictionary of Economics and Law

• - Current issues, cases, bills, real, current, daily expenses. Wed In current issues .....

  Michelson Explanatory Phraseological Dictionary (original orph.)

• - You don’t do business, but you don’t run away from business ...
• - See MISTAKE - SILENT See. INTELLIGENCE -...

  IN AND. Dal. Proverbs of the Russian people

"current issues, cases, bills, expenses" in books

Current affairs