1.4.3.14

1. New accounting reports

We added the following accounting reports to help you analyze account details, balances, and entries:

• Account statement

• Account analysis

• Account entries report

• Entries report

• Analytical dimensions analysis

Each report has flexible settings so that you can customize them according to your needs. Apply filters, choose which details to view, or group the report data to view only the data relevant to you in a way suitable for you.

The reports are available if the “Use template based types of accounting” option is selected in Settings > Company.

2. Accounting entries data register for business documents

To make accounting templates setup easier, we enhanced the Accounting entries data register that stores:

• All accounting entry types recorded when documents are posted.

• Analytical data required for accounting entries.

So, the register is a single source of business transaction data. You can use it to set up accounting entries templates. Just specify the Accounting entries data register as a data source in an accounting template. No need to spend much time on choosing between multiple data sources for accounting entries.

In release 1.4.1.9, the Accounting entries data register stored only the accounting entries data of Supplier invoice and Sales invoice. Since this release, the accounting entries data of the following documents is included: Goods issue, Goods receipt, Debit note, Credit note, Cash voucher, Bank payment.

You can easily view accounting entries recorded in the Accounting entries data register for a posted document. Just open the Flow report from the document.

To be able to use the Accounting entries data register, select the “Use template based types of accounting” option is selected in Settings > Company.

3. Enhanced CRM and Cash management user profiles

To help you accurately restrict a user's access to certain CRM or Cash management data, we enhanced the CRM and Cash management user profiles. Now, in the profiles, you can specify companies and counterparty groups that a user can access. This ensures the user can view and manage only CRM or Cash management catalogs, documents, and reports related to the specified companies and counterparty groups.

To be able to set up the profiles, go to Settings > Application Settings > Users and rights settings > Access groups and select the “Limit access at record level” checkbox.

4. Accounting category for products

In the Products catalog, we added the “Accounting category”. Use it to assign Inventory, Service, or Work type to a product. This is useful if you need to keep records on inventory, services, and work items on different accounts.

Just select the account category for a product. Then you will be able to set up and apply different default accounts for posting accounting entries depending on the product accounting category.

The “Accounting category” setting is available if the “Use template based types of accounting” option is selected in Settings > Company.

5. Goods return via Customer portal

Since this release, a company’s customers as external users can do the following in the Customer portal:

• Request goods return from a company by creating RMA requests.

• Monitor goods return documents issued the company (such as Credit notes).

6. Single bill of materials (BOM) for multiple product variants

We added advanced settings to BOM. You can use them to create a single BOM for multiple variants of the same finished product. This saves your time and effort on creating and managing BOMs.

Just define rules on how to determine components for producing finished product variants. For example, if a finished product is a table of a certain color, define a rule to select a component that is paint of the same color. Then, if a finished product is a table of black color, 1C:Drive will select paint of black color as a component. No need to define a separate rule for each color.

Choose to apply the rules when you create production documents (such as Work-in-progress). 1C:Drive will automatically determine and fill in components.

To be able to use the advanced BOM settings, select the ”Use advanced BOM settings” checkbox in Settings > Production.

7. Enhanced profit estimation tool

We enhanced the Profit estimation tool so that you can estimate cost and profitability of the products manufactured in the multi-stage production process (with multi-level BOMs applied). With the enhanced tool, you have an option to calculate and analyze the cost of components and operations required for each production stage.

8. Work order completion date

Now you can specify a Work order completion date.

This date can also be recorded as the date of inventory consumption needed for the order completion. This applies if a company’s accounting policy requires to charge the consumed inventory to expenses on Work order completion (the “Charge to expenses automatically on Work order completion” option is selected).

9. Gender catalog

In addition to the predefined Male or Female gender values, now you can set up and specify other values for individuals, employees, and counterparties with the Individual account type.

10. Project details in business documents

In this release, we continued developing the project management feature. The following options are now available:

• Specify a project phase in business documents.

• Mark a project as inactive. Inactive projects and their phases are unavailable for selection in business documents.

• Choose where you want to specify a project in a business document: in its header or on its tabs. You can specify a different project in each tab line.

• Specify project types in the Projects catalog. This will help you classify projects by type and differentiate between projects, programs, and portfolios.

Bug fixes

• 10565 Accounting entries are not shown for Sales invoice.

• 10754 "Cost Of Goods Produced" report shows incorrect data (quantity, cost, details, grouping).

• 9975 Inventory consumption records are missing after closing Work order when its status is "In progress"