Prohibition of editing in 1s 8.3 accounting 3.0. Accounting info
The opening of a period in 1C is an everyday operation, usually it is performed at the beginning of the month. This action is used in products where there is a "Trade" component, for example, in 1C: Enterprise 7.7 Trade and.
Usually the following happens. In the morning, when the accountant opens the program, a sign pops up with a warning about the need to open a period.
How to act? After closing the program at the request of a warning message, you need to 1C again, but in exclusive mode. To do this, in the starting window for selecting bases ("Launch 1C: Enterprise"), click the checkbox "exclusively"
Now, after entering the program, a warning message will appear, but of a slightly different nature. In it, if you click the "Yes" button, the program will open the period on its own.
If we refuse to open the period this time, then the newly created documents will not be carried out, and at subsequent starts of the program we will be greeted by the same message about the need to open .
There are cases when the operation to open a new period must be performed not at the beginning of the month, but, for example, when the current period has not ended. Those. in advance.
To do this, you need to repeat the entrance to the 1C: Enterprise 7.7 Trade and Warehouse program in exclusive mode. Then go to the main menu in the "Operations" section and select the "Manage operational totals" button
In the window that opens, next to the section displaying the new period, there is an "Open" button. Let's press it. A warning will appear about the need to change the point of relevance of the totals.
"Point of relevance of the results" or TA, what is it? The point of relevance of the results is understood as the point in time at which all non-negotiable registers of the program contain actual, current data. In fact, this is the time for which the operational ones are stored.
We press the "Yes" button. The form for resetting the relevance of the results appears. In our case, of course, you need to select all the posted documents and click "Run". After a short time, if there are no violations with the order of documents, the program will transfer the relevance point to a new date.
Feel free to choose "Exit". This completes the opening of the period in the 1C: Enterprise 7.7 Trade and Warehouse program.
If you have any difficulties, we will definitely help.
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The data editing prohibition date is a functionality of the 1C 8.3 BP program that allows you to restrict the entry and modification of documents for a certain period of time. Speaking in the language of accountants, it is necessary to “close the period in 1C”. The ban can even be set for specific users and organizations in the database so that no one can make changes.
The instruction is relevant both for 1C Accounting and for other programs created on the basis of the Library of Standard Subsystems (Trade Management 11, ERP 2.0, 1C ZUP 3.0, 1C UNF, and so on).
Where to find the date of prohibition of editing in 1C 8.3? This function is located on the "Administration" tab, in the "Support and maintenance" section:
If you have not yet included the editing prohibition date in 1C 8.3, then set the required flag:
How to open and close a period
First you need to decide whether we will differentiate the rights to change by users or we will use the date for everyone:
For example, let's choose the option "By users". Now it became possible to specify individual settings for each employee.
Example: for employees "Sergeev" and "Ivanov" you need to set the date of editing 01/01/2016, and for the rest - 01/03/2016.
To organize this option, you must:
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Now let's complicate the task. For the user "Ivanov", you need to put a restriction on changing the data of the organization "Konfetprom", like for other users, on 03/01/2016.
We select an employee in the list and set the switch "Method of specifying the date of the ban" in the position "By objects" in the lower part of the screen:
The menu for setting the editing date by organization will appear. Using the "Select" add the desired organization to the table and write the date of the ban:
Setting a "dynamic" ban date
The method described above is not always convenient: it requires constant administration. That is, every month / quarter / year, the date will need to be set manually.
In 1C there is a way to simplify - setting a "dynamic" ban date. That is, the program can be configured so that the system will automatically “move” the date of the ban. An example is at the end of the year, month, quarter, week, day.
It's easy to set up. As you probably noticed, in all the settings above there is a field "Date of the ban". Just it is responsible for this setting.
Common date for all users:
Or customization:
Date of prohibition of data loading in 1C BP 3.0
We will also touch on the topic of prohibiting data loading into the 1C 8.3 program. It happens that very unpleasant situations happen when any data in a closed period is received from the management base (for example, UT) to the accounting 1C.
The ability to work with the "Date of the prohibition of changes" is enabled in the Administration - Support and maintenance section, by checking the box in the Date of the prohibition of changes field:
“Date of inclusion of changes” is a constant that gives a signal to the 1C program, when working with database data, to analyze the information register “Date of prohibition of changing (loading) data”.
This register is common for dates of prohibitions on changing 1C database objects and loading data during synchronization:
Until the ban date is set, the register is empty, then the 1C program does not prevent the data in the database from being changed. This can cause inconvenience when working in the 1C program.
How to open or close a period
Only 1C users who have:
- Full rights;
- Rights "Adding and changing the dates of the prohibition of changes."
You can set the "Date of prohibition of changes" in the program 1C 8.3 Accounting 3.0 through the section Administration - Support and maintenance - Configure:
In 1C 8.3, the following options for setting the change prohibition date apply:
- not installed;
- installed for all users;
- set differently for different users.
Setting the change prohibition date for all 1C users
When you select this setting, the same rules apply for all those working in the 1C database. Set the General date. It is convenient to do this after the month has been checked, closed and reporting has been generated for it.
Manual setting of the "Date of the prohibition of changes" in 1C
When manually changing the “Change Prohibition Date”, an arbitrary date is selected and the date is manually entered by the responsible 1C user:
Setting the ban date for setting “none of the users” in 1C
In our example, with this setting, none of the 1C users will be able to change the data until March 31, 2016. The responsible 1C user, with the necessary ones, enters the setting and changes the change ban date after the period closes.
Setting the automatic change of the “Change Prohibition Date” of data in 1C
The automatic change of the data “prohibition date” applies to the periods:
For example, set the ban date to the end of last month:
Automatic setting of the date of the ban is performed by a special routine operation. You can check the execution of this task from the section Administration - Support and Maintenance - Scheduled operations:
Let's introduce a scheduled operation to automatically calculate the date of the prohibition of changes and set up schedules for its implementation: book. More - Add - Fill in data to restrict access:
Set up a scheduled task execution schedule, for example, once a day, daily, from 01-04-2014. Schedule settings - General tab:
Schedule settings - Daily tab:
Schedule settings - Weekly tab:
Schedule settings - Monthly tab:
Final setup:
A new task “Filling in data to restrict access” has appeared in the scheduled tasks being performed:
Let's check the execution of the scheduled task by running it for execution according to the book. Execute Now - job completed successfully:
Now in 1C 8.3 it will be automatically checked daily and at the end of the month the date of prohibition of editing will change.
Setting the automatic "Date of the prohibition of changes" in 1C on an example
For example, we will make the settings for automatically changing the “Date of the ban”, where not only the date of the ban on changes will be automatically set at the end of the month, but according to the specified settings, the 1C program will make it possible to make edits for a specified number of days after the event of the date of the ban on changes.
This is convenient, since documents are sometimes late and are entered into the 1C database after the end of the month for some more time. This time is necessary for 1C users to carry out all routine operations. Therefore, accountants can be given the opportunity to work, for example, during the week after the end of the month and edit the data for the last month.
It will look like this:
Setting a “no change date” when there are multiple organizations
If there are several organizations, in the 1C database, you can set the date of prohibition of editing for each organization separately. To do this, enable the setting "Method of specifying the date of the ban - by objects":
By button Pick up enter the appropriate settings in the 1C program and select organizations for individual settings for the date of the ban:
Here's what the organization setup might look like as a result:
Setting the “no change date” for different 1C users
We select in the field "Setting the date of the ban" - By users:
Based on the settings discussed above, we will consider what options for setting the editing prohibition date are possible here.
Manual setting of the "date of prohibition of changes" for different 1C users
For different users, the “Common date” is indicated and set manually by the responsible 1C user:
Automatic setting of the “no change date” for different 1C users
The general ban date for different 1C users is automatically set as a routine task at the end of the month. At the same time, it is possible to change the data in the 1C database after the date of the ban. For example, let's set 5 days:
In the 1C program, it is possible to set up a separate ban date for each user:
Automatic setting of the “no change date” for 1C users by organization
For some 1C users, the dates of the ban are entered by the organizations with which they work. For example, let's make a setting for the user Lyubimov V.Yu. by organizations:
So, we have examined in great detail the settings of the ban date in the Accounting 3.0 configuration through the Administration section. All the settings made were saved in the information register "Date of prohibition of changing (loading) data":
We can always print a report on the settings for prohibiting data changes in the 1C program by clicking the button Report:
A printed form of the report is generated according to the settings for the date of prohibition of data changes:
Date of prohibition of data loading in 1C 8.3
The ability to work with the “Upload prohibition date” is enabled by setting “Data synchronization” in the Administration section and checking the box “Changes inhibition date”:
The setting is completely identical to the setting of the change prohibition date discussed above:
As we can see, the date of the prohibition of changes can:
- not installed;
- set for all infobases;
- be installed differently for different information bases.
Setting the ban date for all 1C infobases, taking into account the above configuration mechanism, may look like this:
Monthly in 1C 8.3. the accountant performs the procedure Closing of the month , checking all totals and data.
It often happens that in the future, one of the users opened a document of the closed period and incorrectly exited it, or even changed and rescheduled it. As a result, the program requires to restore the boundary of the sequence of documents of the closed period. This means that it is necessary to start the re-posting procedure again and the result of the previously closed period may no longer coincide with what was reflected in tax returns, in financial statements.
To protect yourself from such situations, it becomes necessary to prohibit editing in the closed period of all available data. After performing this operation, it will be impossible to make any adjustments in the closed period.
Where in 1C is the editing ban date set
Consider where to find and how to edit the settings responsible for setting the date for the prohibition of making changes to 1C 8.3 Accounting.
The setting of the specified parameter is located in the block Administration - Application settings - Users and permissions settings - Change prohibition dates section.
How to close a period
In order to set a date after which data editing in 1C is prohibited, it is necessary to check the box Change prohibition dates and enter the desired values in the parameters by reference Tune .
The date after which a ban on making adjustments is established is indicated in the column Ban date and may cover the following user groups:
- all existing users;
- a specific list of users generated by the administrator.
The date of the ban extends its influence to the following data:
- data generated in accounting (section Accounting ) - for all types of documents entered into the information base;
- processing of information containing personal data - for printing form Consent to the processing of personal data (directory Individuals - the button Consent to the processing of personal data ...).
By default, the parameter is set to the total date of prohibition of making adjustments to the available data. However, 1C also provides for the ability to set a specific date for a ban on adjusting a particular section or accounting object.
Automatic setting of the prohibition of changes
A distinctive feature of 1C is the existence of the possibility not only to fix the ban on a certain date, but also to enable its automatic updating in accordance with the specified setting, for example, quarterly, monthly, etc.
You can use this function as follows - just follow the link More possibilities and set the interval after which the ban will be set automatically.
In case when Ban date installed on:
- End of last year - at the time of the beginning of a new calendar year, the ban will be automatically set on the last day of the past year;
- End of last quarter- at the time of the beginning of a new quarter, the ban will be set automatically on the last day of the previous quarter;
- End of last month- at the moment of a new month, the date of prohibition of changes will be set automatically to the last day of the previous month;
Due to the fact that, as a rule, in the current period, data adjustments for the previous period are made for some time, 1C Accounting 8.3 provides for the possibility of postponing the prohibition of changes. In order to use this function, you will need to set the period during which it will be possible to make adjustments to the closing period.
Prohibition only for accounting and tax accounting data
In practice, there are situations when it becomes necessary to set a ban for data generated in accounting, then you need to select the parameter in the column Indicate the date of the ban - Sections. Enter the value in the table Accounting and put the desired date of the ban.
In a similar way, a ban on making adjustments to the processing of personal data is formed.
Prohibition to change only for a specific organization
When it becomes necessary to prohibit editing documents for certain organizations, it is necessary in the section Other ways to indicate a ban date set value Indicate the date of the ban - By sections and objects.
The tabular part must be filled with the value Processing of personal data, or Accounting and by button Pick up select an organization that needs to set a ban. In addition to the sections, the tabular part will include selected organizations for which it is possible to indicate a separate date for the prohibition of data adjustment.
Ban for specific users
In the case when you want to assign a ban on making adjustments only for specified specific users, select the tab By users , in the upper table we describe users who need to configure the ban.
In the lower tabular part, the prohibition of making changes is configured for an individual specific user, depending on the need, in the field settings Indicate the date of the ban one of the following options can be selected:
- General date;
- Sections;
- By sections and objects.
How to change the ban date or open a period in 1C 8.3
The change prohibition date is adjusted in the same way as it was set, only the new prohibition date is indicated instead of the old date.
There are the following options when there is a need to open a period for making adjustments:
- deleting a date for specific users or for a specific Organization, etc.
- removal of the prohibition of making adjustments in general.
Often in accounting programs it is necessary to prohibit making changes to old documents. For example, after the reporting has already been submitted. The human factor plays a huge role when working with any accounting program. So that an employee, unknowingly or by chance, does not make changes to such documents, 1C 8.3 Accounting 3.0 provides for a mechanism for closing dates for periods.
Where in 1C 8.3 to find the date of the ban? In the "Administration" menu, select the "Support and maintenance" item (if you have the appropriate rights).
In the "Regulatory operations" subsection, set the flag on the item "Change prohibition dates". To the right, you will have the opportunity to go to its settings.
After clicking on the hyperlink to the settings that appears, the corresponding form will open. First you need to specify whether the ban date is set for all users, or only for certain ones. These two methods differ only in that in the second case it will be necessary to specify a list of users or user groups to which this ban will be applied.
Setting the ban date "By users"
If the "By users" setting type is selected, the ban dates are configured for each user or group of users. To do this, select the appropriate line and specify the value in the "Ban date" field.
Setting the ban date "By objects"
In the 1C Accounting 3.0 program, it is possible to distinguish between the date of the ban by organization. This method is relevant when the program records several organizations at once.
At the bottom of the form, in the "Other ways to specify the ban date" section, select the "By objects" drop-down list item. In the tabular section that appears, those organizations are indicated for which data editing should be banned. Each organization has its own date.
If this setting is not made for all users, then each has its own list of organizations and dates. It is permissible for one user to set the "By objects" method, and for the other the general date.
Total ban date
In the case when the ban date is common for both users and organizations, the setting will look like the figure below.
Dynamic ban date
Rigidly setting a ban date is often inconvenient, as it requires constant monitoring of relevance and change. There is no guarantee that next time it will be installed on time.
In order to avoid mistakes and unpleasant situations in the future, it is recommended to set “End of last year / quarter / month / week”, or “Last day”. This setting method will automatically rearrange the ban date.
Setting the Data Upload Prohibition Date
In the event that you have set up synchronization with other 1C databases and unwanted data may get into past periods, use the setting of the data upload prohibition date.
From the Administration menu, select Data Sync.
When data synchronization is enabled, you will be able to check the "Date of prohibition of downloading". Install it and follow the hyperlink that appears to go to the settings.
Setting the download prohibition date is similar to setting the data editing prohibition date. Their difference lies in the fact that here, instead of distinguishing by users, division by infobases with which synchronization is performed is available.
