1.4.2.14

1. Entries preview for accounting templates

For those who choose the template-based accounting, we added a tool to preview the accounting entries that will be generated when an accounting entries template or accounting transaction template is applied. The tool will help you test your templates and ensure they work as you need.

To use the tool, just click the “Preview entries” button in a template.

2. Customer interface

Since this release, a company’s customers as external users can do the following in 1C:Drive:

Create Sales orders based on the product list from the Product cart, previous Sales orders, or active Quotations.

View documents and create print forms for them. The documents include Quotations, Sales orders, Goods issues, Sales invoices, and Tax invoices.

Monitor statuses of Sales orders and Sales invoices.

View the “Sales orders statement” report to check Sales order completion progress.

3. A single replenishment order with products reserved for multiple Sales orders

Now you can create a single order to replenish and reserve products required to complete multiple Sales orders. The single order can be a Purchase order, Production order, or Kit order.

As you record the receipt of the replenished products, 1C:Drive will automatically allocate reservation for the Sales orders according to the required shipment dates, starting from the earliest one. We also added an option for you to change this reservation manually.

4. Production user profile with restricted access settings

We implemented the restricted access settings for the Production user profile. This is a good option if you want to restrict a user's access to certain production data. In the profile, you can specify business units that a user can access.

For instance, certain companies, counterparty groups, or departments. This will ensure that the user can view and manage only the production catalogs, documents, and reports related to the specified business units.

To be able to use such a user profile, go to Settings > Application Settings > Users and rights settings > Access groups and select the “Limit access at record level” checkbox.

5. Component reservation for production

Now 1C:Drive supports reservation of in-stock components required to complete a Production order.

6. Components and semi-finished products for multilevel subcontracting

For the subcontractors who need to delegate a portion of work to other subcontractors, the following capabilities are now available:

Record components issued to another subcontractor.

Record semi-finished products received from another subcontractor.

7. Price precision settings

We added the “Prices precision” setting to company details. So, you can set up the number of decimal places allowed for prices in a company’s sales documents. 1C:Drive will apply this setting for calculating and rounding total amounts.

With this option, you can ensure that your invoice prices and totals are as accurate as you need. The greater the price precision, the greater the invoice total. This can be especially relevant for wholesale.

8. Return of goods with serial numbers

We made the following enhancements to help you quickly record return of goods with serial numbers:

In the Goods receipt or Credit note with the "Sales return" operation, serial numbers are prefilled from the source Sales invoice. You can change them manually.

The Serial number selection tool now lists only the serial numbers specified in the source Sales invoice and not returned yet.

Bug fixes

9408 The “Income and expenses” report does not show Revenue and COGS for the same business unit.

9803 Quantity of operations in Production task is not updated after the quantity is changed in Work-in-progress.

10097 Sales invoice posts the “Accounts receivable - Sales tax” entry to the “Accounting entries data” register.

10067 An incorrect error is shown when template-based accounting entries are generated.

10076 Supplier invoice posts an incomplete set of entries to the “Accounting entries data” register.

10058 Incorrect entries in the "Accounting entries data" register after posting Supplier invoice where Tax category is Reverse charge VAT.

9857 VAT error in the “Month-end closing” report.

9674 The Cash statement report sorted by Recorder date shows inconsistent opening and closing balances.

9966 Error on an attempt to send a print form by email.

9665 The Stock statement report does not show the cost of products consumed to complete Work order.

Local version features:

9. Custom exchange rates in Check transaction and Promissory Notes transaction

In Check transaction and Promissory Notes transaction, now you can set the exchange rates that you need instead of the ones from the Currencies catalog. The custom exchange rates will be applied for calculating and posting the document amounts. You can specify a custom exchange rate for the payment currency and settlement currency. We also redesigned Check transaction and Promissory Notes transaction so that you can easily differentiate between the amounts in the payment currency and settlement currency.

10. Credit card debit report

New improvement is done for the reports field of the Credit Cards. Now it is possible to have a report of your credit card documents to follow your credit card transactions.

11. Credit card payment

We have made some improvements on the credit card payment documents. Now the installments of the repayment of the credit card will be adjusted according to the repayment date.