To be honest, I have been thinking for a long time how to start considering the new version of 1C ZUP 3.0, and I am very grateful for this question. The final release, ready for accounting, of the 1C Salary and Personnel Management program, version 3.0, was released in September 2013. This edition is intended to change the program of edition 2.5, which is still supported by 1C. However, the developers warn that in 2015-2016 support for version 2.5 may be discontinued... In this regard, I will gradually begin to consider the new edition and start with the topic suggested by the blog reader ().
This article will cover two topics:
- Configuring and implementing data exchange between ZUP and ACU version 3.0;
- New document format in 1C ZUP 3.0.
Read also:
- Series of articles
What is the essence of the changes in the exchange between salary and accounting in version 3.0
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In version 2.5, the exchange of data, as a rule, consisted of uploading a document "Reflection of salaries in regulated accounting", in which transactions were formed on a monthly basis based on the results of accrued salaries, calculated personal income tax and contributions. And this document was uploaded to 1C Accounting 2.0. It was also possible to unload and payment documents. The upload was performed via an XML file. You can read more about the exchange of documents between the programs 1C ZUP 2.5 and 1C BUX 2.0 in the article.
The essence of the exchange between these programs of version 3.0 has changed. Now there is no need to take action every time to unload and load documents when required. It is enough to set up data synchronization between these programs once and set the exchange schedule (for example, once a day or once a week) or start synchronization when required. The main document for exchange is still "Reflection of salaries in regulated accounting", but the document itself has undergone significant changes.
How has the document "Reflection of salaries in regulated accounting" changed in 1C ZUP 3.0?
Since the main document for the exchange between accounting and salary is the document "Reflection of salaries in regulated accounting", it would be wrong not to mention the changes that he underwent in 1C ZUP 3.0 compared to version 2.5. And these changes are quite significant and in some way even controversial, but this is what the 1C developers decided and we cannot do anything about it.
Previously, in version 2.5, this document formed transactions based on the results of the salary calculated in the specified month, as well as on the basis of the calculated personal income tax and insurance premiums. To tell the truth, there weren't really any postings, i.e. the document did not form movements in specialized accounting registers as is done in 1C Accounting, but a complete semblance of this process was created. And most importantly, the user of the program could directly influence how these transactions are formed and customize this process. You can read more about how this is done in 1C Salary and Enterprise Management version 2.5 in the article. Then the document was uploaded to 1C Accounting and the very transactions that we saw in the "salary" were created.
It seems to me that an interesting situation was created in this scheme. The payroll calculator, who, according to the meaning of his work, would not have to get involved in the formation of entries, was exactly this, since only in the zup it was possible to set up the automatic generation of salary entries. And the accountant working in 1C Accounting could only wait for the finished document, check it and point out the salary to his mistakes, although in fact this is the work of an accountant. These are just my guesses and assumptions why the developers of 1C decided to abandon such a scheme for the operation of programs, and perhaps the reasons are completely different.
This is very convenient for me. You can see the calculation of insurance premiums on the "Contributions" tab of the "Payroll" document.
Next, it is necessary to form transactions based on the results of accruals. In 1C ZUP 3.0, for this, as well as in 2.5, a document is used "Reflection of salaries in regulated accounting." You can find it on the "Salary" tab of the main program menu. Let's create a new document, set January 2014 and generate transactions. It should be noted right away that we will not see the usual postings as in version 2.5. This is the first important difference.
Note that the fields "Reflection method" were not filled. This is true since I did not make any adjustments.
First, you can establish a reflection method for the entire organization. To do this, open the information about the organization (this can be done through the main menu item "Enterprise") and on the tab "Accounting policy and other settings" select item "Accounting and payment of wages". In the window that opens, fill in the field "The way of reflection". This field is filled in from the reference book of reflection methods.
And now it is worth paying attention to the element of the reference book "Ways of reflecting wages" itself. It has only one "name" field. And this is the second important difference in the new edition of the program.
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What is the meaning of this guide, if its elements can only have a name it is still quite difficult to understand, but soon everything will become clear.
So, I have established a way to reflect salaries and taxes for the entire organization as a whole. You can also set it separately for a department, a type of calculation, and so on, as it was in version 2.5 (read more). Now let's go back to the document "Reflection of salaries in regulated accounting" and re-fill it.
The field "reflection method" of the tabular section will be filled in.
Setting up synchronization / exchange between ZUP 3.0 and BUX 3.0
✅ Seminar "Life hacks on 1C ZUP 3.1"
Analysis of 15 life hacks for accounting in 1s ZUP 3.1:
✅ CHECK-LIST for checking payroll in 1C ZUP 3.1
VIDEO - monthly self-check of accounting:
✅ Payroll in 1C ZUP 3.1
Step-by-step instructions for beginners:
Now we need to set up synchronization / exchange between the ZUP and ACU so that the document we have created appears in the accounting department.
Setting up 1C ZUP 3.0
To configure 1C ZUP 3.0, go to the "Administration" section of the main menu and find the item "Data Synchronization Settings". It is necessary to check the box in it "Data Synchronization" and fill in the field "Prefix of this infobase"(I wrote "ZU" for the salary).
In the first window, select "Step 1. Configure a new data synchronization". By the way, in this window it is written which documents will be synchronized:
- Salary statements;
- Deposited salary;
- Receiving and paying off loans by employees;
- Reflection of salaries in regulated accounting.
Click Next. In the next window, you must select the option to connect to another program (1C Accounting). Since both databases are on the same computer, then we choose "Direct connection to the program on this computer or local network" and just below we select the switch "On this computer or on a computer in the local network"... You should also specify the directory of the infobase with which synchronization is carried out (1C Accounting). If you do not know exactly where the infobase files are physically located, then launch the 1C shortcut and in the list of your databases, hover over the line with the required database and the path to the database will be displayed at the bottom of the window.
This path must be specified in the field "Information base catalog".
If you need to enter a username and / or password to enter the database with which synchronization is configured, then we indicate the data in the appropriate fields. Finally, this step will look like this:
Note that this window has a button "Check connection" to make sure the settings are correct.
Click "Next". The program will start connecting to another database and setting up synchronization. As a result, a window will open in which you can change a number of unloading rules by clicking on the button "Change the rules for uploading data." In these settings, you can specify for which organization this particular synchronization will work.
Setting in 1C BUX 3.0
✅ Seminar "Life hacks on 1C ZUP 3.1"
Analysis of 15 life hacks for accounting in 1s ZUP 3.1:
✅ CHECK-LIST for checking payroll in 1C ZUP 3.1
VIDEO - monthly self-check of accounting:
✅ Payroll in 1C ZUP 3.1
Step-by-step instructions for beginners:
To fix this error, you need to run the 1C Enterprise Accounting base, version 3.0. 1C ZUP does not need to be closed !! Our task is to enable the data synchronization service. To do this To do this, open the program section "Administration" and in the group of links "Program settings" click on "Data synchronization settings". As a result, a window will open in which you need to put a checkmark in front of the line "Data synchronization". If you could not find this setting then until the last release or read below.
In previous versions of Accounting 3.0, this setting was in a slightly different form and was in a different place. Open the program section "Administration" and in the group of links "Settings" click on the item "Program settings".
In the window that opens, go to the bookmark "Data Synchronization" and check the box "Use data sync", and also specify the infobase prefix of two characters. For 1C Accounting, I have set the prefix "BU".
Now it is necessary
Setting up the exchange of 1C ZUP and BP. Uploading and loading data from 1C Salary and personnel management 2.5 to Enterprise Accounting 3.0
- Setting up data exchange in the 1C program between the configurations "Salary and personnel management" and "Enterprise accounting" does not take much time, especially if you are a 1C specialist. Let's consider data exchange using the example of configurations Salary and personnel management of edition 2.5 and Enterprise accounting of edition 3.0.
- In the Salary and Personnel Management 2.5 program, open the program settings through the Service / Program settings menu and go to the Accounting program tab and select Enterprise Accounting revision 3.0 (Figure 1).
Figure 1. - Configuring unloading in 1C
- To upload data from the "salary" to the "accounting", go to Service / Data exchange / Upload data to the accounting program. In the window that opens, select an organization, specify the period for uploading data and the path to the file where data from the infobase will be written. After we press "Execute" (Figure 2).
Figure 2. - Unloading data from 1C
- After the data from the "salary" is unloaded, we will load them into the "accounting department". In the 1C Accounting 3.0 program, on the Directories and Accounting Settings tab, open the Accounting Settings window. There, in the section Employees and wages, we will indicate that the accounting of payroll calculations and personnel records are kept in an external program (Figure 3).
Figure 3. - Setting accounting parameters in Accounting 3.0
- Now let's go to the Employees and Salary tab and in the Data Exchange with ZUP section, click Load salary data in ZUP format, ed. 2.5 (Figure 4).
Figure 4. - Data exchange with ZUP
- In the window that opens, select the data file that we saved from the 1C Salary and Personnel Management program and click "Load data" (Figure 5).
Today we will talk with you about the initial filling of data in 1C ZUP 3.0, provided that before that you did everything in Accounting 3.0. In general, this opportunity appeared only (December 2014). Previously, if you worked in Accounting 3.0 and bought an additional box with a salary program, then you would have to enter all the initial data from scratch. When performing the procedure for synchronizing accounting and salary, you received only a couple of reference books.
In addition to how it's done (it's SO very easy), I will tell you about a couple of "rakes" that I stepped on. I think this will be the most valuable thing in the article.
Although, I will say as a programmer, inside the data structure of Accounting 3.0 and Salaries and HR 3.0 are almost the same. I even wrote to 1C tech support asking why things such as hiring, transfers, information about income, for accounting for personal income tax and insurance premiums, the contributions and taxes themselves were not synchronized. Mutual settlements with employees. All these data in 1C Accounting 3.0 are in the same registers as in the ZUP. With the same names and fields.
But fortunately, this year we were lucky, and at the first launch of the fresh release of ZUP 3.0, we are offered to transfer data from Accounting.
Well, let's see how it looks and what our beloved 1Sovtsy from Moscow programmed.
Everything described below has been done on the release "Salary and personnel management, revision 3.0 (3.0.20.43)".
Based on this, changes and improvements are possible in future releases.
So we have a base 1C Accounting 3.0 release 3.0.37.35 and an empty base 1C Salary and HR 3.0 release 3.0.20.43 that has never been launched yet.
We launch the ZUP and the first thing we see is the taxi interface and the ad unit. We close advertising and the form of access to ITS.
On the screen, we are left with processing for the initial filling of the database.
We choose the second (in this release it is the second) option - Transfer data from the program "1C: Accounting 3.0" and click "NEXT"
Here we need to select a base from the list and enter the correct username and password. You need to transfer the calculated data so that you have two years of completed data. Those. at the beginning of 2015 it is necessary to postpone the 2013th year. This is necessary to calculate the average at the expense of the FSS.
The next window shows us the process of uploading / downloading data. It has all one button, press it more boldly :)
Then I stepped on the first rake!
I got an error while connecting to the database. At the very first step. Apparently I'm a lucky person. Here is the bug report:
Failed to connect to infobase:
An error occurred when calling the context method (Connect)
Exception occured (V83.COMConnector.1): The version of the component "comcntr" (8.3.4.496) differs from the version of the root module "core83" (8.3.5.1248)
What to do about it? What is the reason?
The reason is that I regularly install a fresh platform without erasing old versions. 1C: ZUP was launched for me under the latest version of the platform. Connecting via OLE to another Windows database for some reason returned it a COM object of the previous version. There are two solutions:
2. Right here in the processing for loading there will be a button "Save the planet". It will appear at the bottom, next to the error messages and the link to the report. This button will re-register the com object to the required version.
Unloading in my case was successful, but the download crashed many times with errors. The reason was the same.
Then I stepped on the SECOND rake!
At the beginning of 2014 in 1C: Accounting, the database was cut. Truncation, in addition to the postings, also truncated the information registers. In particular, deduction rights, planned employee accruals ...
All of them were shoved in the process of convolution in the form of a cut of the latter at the end of the previous year into the operation entered manually. Moreover, each register was executed as a separate operation.
It is rather a jamb of "creators". When loading this data, the program swore that the recorder could not be empty, i.e. in the conversion rules, there was no rule for the "document.Operation bukh" data type. This is disgusting. In the ZUP there is no operation buh., But there is a document "Data Transfer", which can also move any registers and is created for such things.
In general, I fought as follows:
1. The contents of the operations have been erased. It was he who went inside the operation and erased all movements.
2. Redrawn all personnel documents. Some of the movements of personnel orders were erased during the folding process, but the orders themselves remained in the database. This made it possible to return some of the movements. In particular, the planned charges.
Everything, I have hammered on some of the registers. Because for example, the right to deduction for personal income tax is introduced every year.
This concludes my story. The second rake was serious, tk. no one issues normal errors. I used the following method to catch enemies.
I am more than satisfied with the result of the download. The ZUP contained everything that could be transferred. Hands only had to tinker with setting up the types of calculations. I had to create indicators, replace them in personnel documents, but this is logical, because in 1C Bukh 3.0 there are no indicators in principle. The data on the average were transferred, which could not but please.
That's all, thanks for your attention.
The programs "1C Salary and Human Resource Management Edition 3.0" were published 2 years ago, in 2013. The latest version of the "3.0" program is intended to improve and make the preliminary version "2.5" more convenient to use. Of course, this innovation in the field of programming, like previous versions, is supported by 1C.
It is imperative to learn how to use the new version of the program for professionals in the relevant fields, because the developers of the previous version warn that this year support for "2.5" will be interrupted. Therefore, in the light of recent events, let's start looking at "3.0".
This material will mainly cover 2 topics:
Establishment and implementation of information exchange between ACC and the latest edition;
- New changes in the document "Reflection of wages in regulated accounting" in version "3.0".
What are the changes in the exchange between accounting and wages in the latest version
In the previous version of the program, the exchange of information mainly consisted of uploading a document called "Reflection of wages in regulated accounting." As a rule, entries were formed in it every month based on the results of accrued salaries, calculated contributions and personal income tax. These documents can be uploaded to "1C Accounting 2.0" In addition, it is possible to carry out uploads and payment documents. This work was carried out using a file in. Between the programs "1C BUKH 2.0" and "1C ZUP 2.5" it is possible to exchange documents, but we will not dwell on this issue now.
But it is important to say that in version "3.0" the essence of the exchange between these programs has changed. From now on, you will not have to waste time on the necessary unloading and loading of documents. In the new version "3.0." it is enough to set up data synchronization between the required programs just once, and, if necessary, start it. Also, the capabilities of the new version allow you to set a schedule for the exchange of documents: for example, once a day or a week.
"Reflection of wages in regulated accounting" is still the main and most frequent document for exchange, which has undergone significant changes in the new version.
What changes "suffered" the document "Reflection of salaries in regulated accounting" in the latest version "3.0"
Considering that the abovementioned is the main document intended for the exchange between salary and accounting, it would be wrong not to tell you about the new significant changes that it experienced in the latest version of the program.
The innovations introduced in the new version "3.0" are significant compared to the older program. In the previous edition, the document "Reflection of wages in regulated accounting" was aimed at forming a posting based on the results of wages calculated in a specific month, insurance premiums, and personal income tax. In fact, there were no postings, that is, it means that, unlike 1C Accounting, this document did not form any movements in specialized accounting registers, but at the same time, it created a kind of similarity to this process.
At the same time, the user of the program could independently influence the formation of these transactions, and also, in accordance with his tastes and preferences, he had the opportunity to customize this process. To be better informed about this topic, we advise you to look at a detailed description of the main stages of payroll in "1C ZUP". The unloading of this document was carried out in "1C Accounting", and then the same transactions were created that were in the "salary".
Looking at all these things, a rather interesting situation arises. A specialist who calculates a salary in accordance with his work has no right to "interfere" with the formation of transactions. And he, in essence, did this, since only in the zup was it possible to make automatic adjustment of salary entries. And a specialist working at 1C could only wait for the finished document, then check it and point out to the appropriate people about their mistakes and shortcomings in their work. But all of the above is only our assumptions. Why the developers have resorted to such drastic changes - we do not know.
A significant feature of the innovations in the program is the calculation of insurance premiums. This work can be done in the "Payroll" document, and not in a separate document, as it was before. Undoubtedly, such changes are very convenient for the user and when using the "3.0." Even a novice accountant won't have many questions. And in the "Payroll" document ("Contributions" tab), you can see the full calculations of all insurance premiums.
Screen 1
After that, based on the results of the accrual, you must create transactions. In the new version of the program, as in the old one, a document called "Reflection of wages in regulated accounting" is intended for this. Find it in the main menu of the program, in the "Salary" tab. We create a new document, set the period, and after that we generate transactions. It is important to say that the usual wiring in the new version of the program is missing. This is a significant difference.
Screen 2
Look, the "Display method" field is not filled at the moment, because we did not make any additional settings. You can set the "display method" for the entire enterprise at once. To do this, open all the data about the company, which can also be done through the item "Enterprise". Then, on the tab called "Accounting policy and other settings", click on "Accounting and salary payments." Then enter the data in the "Display method" field, which is filled in from the reference book.
Screen 3
After that, notice the element of the benefit "How salary is displayed", which has only 1 field "Name". This is the second fundamental difference in the new version of the program.
Screen 4
Now it is difficult to understand why a reference book is important if it contains only the name. But later everything will become clear. So, it becomes clear that we have established a mapping method for taxes and wages in general for the entire enterprise. The new version of the accounting program "3.0" is similar in many respects to the previous one, in particular, the "Display method" can be set not only for the enterprise as a whole, but also for the type of calculation, a specific department, etc. And now let's return to "Reflection of salaries in regulated accounting" and fill out this document again.
Screen 5
After that, the "Display Method" will become filled again.
Exchange between "BUH 3.0" and "ZUP 3.0" or synchronization settings
For the created document to appear in accounting, you need to set up synchronization.
Setting "1C ZUP 3.0"
For this operation, in the "Administration" section of the main menu, you need to find an item called "Configuring data synchronization". Put a check mark on "Data synchronization" in it and fill in the field called "Prefix of this infobase" (for wages we marked "ZU").
In the first window, select "Synchronize data with" we are asked to choose to use the settings already created or specify the settings manually. Since we have not created any settings yet, we will specify them manually.
Screen 8
After clicking "Next", in the next window, select the option of connecting to the "1C Accounting" program. Since 2 bases are located on 1 PS, we put our choice on "Direct connection to the program on the computer or in the local network", just below we select the radio button "On this computer or on a computer in the local network". Plus to this, it is desirable to indicate the information catalog. base, with the help of which synchronization is implemented. If you do not know the location of the files of this database, then launch the program shortcut, then point to the location with the necessary database - the path to the database will be displayed at the bottom of this window.
Screen 9
This route must be specified in the "Information Base Directory". To set up synchronization, the system will require you to enter your username and password. The information in the required fields will look like this:
Screen 10
You can make sure that the previous settings are correct by clicking the "Check connection" button.
Click the "Next" button. The program will start to connect to another base, and accordingly the synchronization settings. After that, a window will open where by clicking the "Change data upload rules" button, you will need to change some upload rules. In these settings, you can specify how this synchronization will work.
Screen 13
Setting in "1C BUX 3.0"
To fix this error, run "". In this case, "1C ZUP" does not need to be closed! The challenge is to enable data synchronization. It is very simple to do this: open the section of the program "Administration", then in the group of links "Program settings" click "Configure data synchronization". After that, a window will open where you need to put a "tick" in front of "Synchronization". If you could not find this setting, then update the program or read below.
It should be said that in previous versions of the program, these settings looked different and were in a different place. Open the section called "Administration", then click "Program settings" in the group "Settings" link.
After the completed tasks, go to the "Data synchronization" tab, set the checkbox to "Use data synchronization" and specify the infobase prefix using two characters. For "1C" set the prefix "BU".
Now go back to "1C ZUP 3.0". At the point where you left off, click Next. As a result, proceed to the next step, where you will be prompted to sync immediately.
And now we press "Finish". A window will appear in front of you, where it will be indicated that all the information has been matched, and you need to make sure that the work done is correct. This is how we carry out synchronization for the first time and we are sure that there are still no documents in the accounting department called "Reflection of wages in regulated accounting" and "Payment of wages", then, frankly, there is nothing to compare with and simply new documents will be generated ...
After you click "Next" again, the transfer of information in the latest version of the program will begin. A window should open, where it will be reported about the successful sending and receiving of information, as well as about the settings for the automatic exchange schedule. But we'll talk about this a little later. After the completed operations, click "Finish".
Now let's pay more attention to the latest version of 1C Accounting 3.0. It is important to say that you do not need to configure anything to synchronize the accounting department. After all, this process is carried out automatically when setting up an exchange in wages. So, going to the accounting department, make sure that the document "Reflection of salaries in regulated accounting" and "Sheets for payment of salaries" (document of payment of salaries in "1C Accounting") have been generated.
Now we can say that the exchange / synchronization has taken place. By the way, it is worth putting emphasis on the fact that another document is created to exchange the previous version of the program.
Now let's look at the document "The way salaries are displayed in accounting." Please note that the element of the directory in "ZUP 3.0" has only one field called "Name". In "BUH 3.0" you can specify the account where analytics and labor costs will be displayed. As you have already seen that at first there were no documents in the directory, a new item for which you need to specify a cost account appeared only after synchronization.
For postings to be generated, after the selection of expense accounts, you need to repost the document.
And in the end, let's talk a little about synchronization. Let us emphasize that the exchange is bilateral. For example, if you create a new display method in accounting and select it in a document transferred from the ZUP, then with further synchronization, these changes will also occur in the ZUP.
Also, once a day or a week, you can set up the exchange / synchronization schedule.
We will also consider what errors may appear when setting up and performing synchronization.
- Making a backup
Before setting up sync and making the first sync, necessarily you need to create backup copies of our infobases 1C 8.3 BP 3.0 and ZUP 3.0:
The location of our database can be viewed in the 1C launch window:
- Check the relevance of releases in ZUP 3.0 and BUX 3.0. Update if necessary.
This topic is well covered in the article.
Uploading data from 1C ZUP 3.0 to Accounting 3.0 - step by step instructions
After completing the preparatory part, you can start setting up synchronization.
Step 1
Let's start the BP 3.0 base in user mode and go to the section Salary and personnel – References and settings – Salary settings:
And in this window, in the field "Accounting for payroll accounting and personnel records are kept:" set the switch to position "In an external program":
Step 2
Let's go to the section Administration –
And in the window check the box Data sync "Download prohibited dates" "Tune" specify the date until which data will not be transferred during synchronization.
The ban date can be set for the entire infobase
and separately, for each organization:
Attention! The date the data download was prohibited must be later than the date when the exchange began to be used. For example, the download ban date is 06/01/2015, and the exchange start date is 01/01/2015. Otherwise, it makes no sense to set the ban date later than the exchange start date.
In our example, we will not set the ban date. Let's close the form "Dates of data loading prohibition":
If you have encountered a problem, there is no way to check the "Data Synchronization" checkbox. this field is not active:
This means that the user does not have the "System Administrator" rights, despite the fact that he has full rights.
You need to start the infobase in the configurator, and go to the menu Administration – Users:
Open the card of this user, go to the tab "Others" and check the box "System Administrator":
Step 3
Let's start the ZUP 3.0 base in user mode and go to the section Administration – Data sync settings:
In this window, check the box "Data Synchronization"... If necessary, here you can set the date of prohibition of data download by checking the box "Download prohibited dates" and when following a hyperlink "Tune" specify the date until which data will not be transmitted during synchronization:
Step 4
The Synchronization Setup Wizard window will open. Here we click on the button "Configure data sync"... A selection list will open:
- "Enterprise Accounting, revision 3.0"- creation of synchronization with BP 3.0
- "Enterprise Accounting, revision 3.0 (in service)"- creation of synchronization in the service model (in the "cloud" service)
- "Exchange in a distributed information base"- intended for the creation of a Distributed Information Base (RIB) ZUP 3.0
Let's choose "Enterprise Accounting, revision 3.0":
Loading data into 1C Accounting 8.3 - step by step instructions
Step 1
Here we will be prompted to create a backup of the data. Since we have already created backups earlier, we skip this step. In field "Choosing a way to configure data synchronization"- let's leave the switch "Specify settings manually" and click on the button "Further":
Attention! The switch "Load a file with settings created in another program" - should be selected when you continue setting up synchronization, i.e. the setting was performed on the side of the Enterprise Accounting, 3.0 program. When you select the switch to this position, the selection button becomes available on the form, where the external settings file, previously unloaded from BP 3.0, is indicated.
Step 2
In field "Choosing the option of connecting to another program" set the switch "Direct connection to the program on this computer or local network".
Let's specify the parameter for connecting to another program - "On this computer or on a computer in the local network".
Click on the button "Check connection":
After a positive result, click on the "Next" button.
Step 3
The program will check the connection again and a window with further settings for the ZUP 3.0 infobase will open.
In field "Data for the formation of accounting entries are uploaded" set the switch "With details by employees".
If we need to carry out an exchange for all organizations, then in the field "Exchange in progress" set the switch to the position - "For all organizations".
If we need to perform an exchange for certain organizations, then in the "Exchange in progress" field, set the switch to "Only for selected organizations" and we will be given the opportunity to check the boxes opposite the organizations for which we want to set up the exchange:
After setting up the data exchange rules, click on the button "Record and Close".
Make sure that the Prefix is set and click on the button "Further".
Step 4
In the next step, we will make settings for the information base of the accounting program. The settings are made in the same way as in the previously described step # 3 for the salary program:
Step 5
At the next step, a window will open with information about the previously configured parameters. Here you can familiarize yourself with this information, and, if necessary, go back and make changes to the settings:
Step 6
The program will create a new data synchronization setting:
Attention! If this message appears in step 6:
it means that you forgot to check the box in setting up data synchronization for the accounting program "Data Synchronization".
To fix this error, without closing the wizard for setting up synchronization in the payroll program, go to the accounting program and in the section Administration – Data sync settings check the box "Data Synchronization"(look p. 2 chapters Synchronization setup). Then you need to return to the salary program and press the button again "Further".
After creating the setting, a window will open, which will tell you about the successful completion of the data synchronization setting:
When checked "Perform data synchronization with Enterprise Accounting, revision 3.0" and pressing the button "Ready"- the interactive data synchronization wizard will start and in the data mapping window you can specify which objects are the same.
By default, this check box is enabled and it is not recommended to clear it. But I, in my example, will uncheck this checkbox, and then we will consider the further possibilities of the synchronization settings and launch the interactive data synchronization wizard with the ability to match object data. And also let's see what will happen if we do not manually compare the data, but immediately synchronize the data.
Click the "Finish" button.
A window will open with the synchronization we created:
Fields "Data received" and "Data sent" with the meaning "Never"- says we haven't done sync yet.
Button 1 "Synchronize"(Synchronize data automatically) - start synchronization by the user at will.
Button 2 "Synchronize data by specifying additional parameters"- set additional parameters and perform synchronization.
Button 3 "Contents of the data to be sent"- here you can see a list of objects for which changes are registered and which will be sent during synchronization:
How to set a schedule for automatic synchronization in 1C 8.3
Let's go to the tab "Schedule":
and click on the button "Tune" and follow the hyperlink:
Here you can set a schedule for when and how often data synchronization will occur.
In the tab "Are common"- you can specify the date from which date you want to configure the automatic synchronization schedule:
Tab "Daytime"- specify the time and interval of synchronization:
Tab "Weekly"- specify the days of the week when synchronization will take place:
Tab "Monthly"- specify the month when the synchronization will take place:
By default, synchronization is configured for every 15 minutes (900 sec).
In our example, we ourselves will decide when to synchronize.
Uncheck the box "Automatically on schedule" and click on the button "Record and Close":
How to set up the rules for data exchange between 1C 8.3 databases
Let's go to the tab "Data Synchronization Settings" and click on the button "Tune":
Here we will see our configured data exchange rules. You can correct it if necessary.
By pressing the button "Download a set of rules":
Here you can use rules from the configuration itself, or load from an external file by checking the box "From a file on a computer"... For example, if these rules were modified by a programmer.
You can also upload rulesets to an external file by clicking on the button "More" – "Save rules to file"... A zip archive will be unloaded containing 3 files:
- CorrespondentExchangeRules.xml - file with conversion rules for uploading to the current database;
- ExchangeRules.xml - file with conversion rules for unloading from the current database;
- RegistrationRules.xml - file with registration rules for the current program:
Consider the following group of buttons - "Data Synchronization Options"... Here you can download the rules for converting and registering objects; view and change (if necessary) connection parameters:
when the button is pressed "Get sync settings for another program"- you can open or save data synchronization settings to an external xml file;
the composition of the data being sent (we have already considered this button);
or remove the sync setting:
Next group of buttons "Data Synchronization" previously considered:
Let's close the settings window.
You do not need to configure anything to synchronize the accounting department. we made all the settings from the ZUP 3.0 program.
Comparison of objects when exchanging data in 1C 8.3
So we're ready to sync.
At the first synchronization absolutely necessary perform data mapping. Otherwise, duplication of elements of directories or documents is possible. Comparison of data occurs on key fields, which we will consider further in this article.
Click on the button:
A wizard window will open, where it is also possible, if necessary, to configure the connection parameters. Click on the button "Further":
The program will analyze the data:
And the "Data Mapping" window will open, where in the tabular section there will be a list of compared objects. The composition and number of elements in the list will depend on the completed elements of the reference book and documents in the accounting program.
You need to make sure that the data is mapped correctly, and if necessary, match the desired items. For example, matching a catalog item "Organizations" happened automatically, because the key fields (Name) of this element in ZUP 3.0 and BUCH 3.0 completely coincide.
Attention! Even extra spaces are taken into account, i.e. if in the accounting program, in the requisite "Name in the program" there will be an extra space, then the organizations will not be matched automatically:
And in the reference book we have not matched 1 item. To match, double-click the right mouse button on this line or select this line and click on the button "Compare":
The Map Data Reference window will open “Methods of reflection in the bukh. accounting " and establish a correspondence between two objects:
After that, click on the button "Record and Close":
Synchronization 1C 8.3 BP 3.0 and ZUP 3.0
Now, the data is fully matched. The rest of the sent objects (elements of directories and documents) will be automatically created in the accounting program.
In the next window, you can make a number of specific settings, but in this example we will not add documents and data. In field "Data to send" let's leave the default switch - "Do not add".
Let's open the report "Report on the composition of the sent data" by clicking on the corresponding hyperlink:
In this report, you can see the data that will be sent to Enterprise Accounting, 3.0 during synchronization. If necessary, you can open the elements of reference books or documents of interest from the report:
The process of transferring data to the accounting program will begin:
Upon completion of the process, a message will appear stating that the data has been successfully sent and received. Here, it is also possible to configure the data synchronization schedule.
Click on the button "Ready":
The entire synchronization process is recorded in the data send event log. You can go to the link Data received (data received from the BP 3.0 program) and Data sent (data sent to BP 3.0).
Errors when synchronizing data between databases 1C 8.3 BP 3.0 and ZUP 3.0 - how to find and fix
If data synchronization is used in the 1C 8.3 program, it is necessary to view and fix the problems that have arisen in ZUP 3.0 and BP 3.0. Which can be seen in the data sync warning information register:
- chapter Administration – Data sync settings – Data sync warnings:
- chapter Administration – Data sync settings – Data sync warnings – Data sync – Warnings:
- Main menu – All functions – Information registers – Synchronization warnings:
"Failed documents" when synchronizing data between 1C 8.3 databases
Tab « Failed documents " - here is a list of documents that came from the salary program during synchronization, and for one reason or another could not be automatically posted.
Let's go to the accounting program 1C 8.3:
In our example, these are documents "Cash withdrawal" and the reason why it was not possible to post is that the accounting account is not filled. Bug fixes:
- Go into each document and indicate an accounting account, and then post and close.
- Select these documents and click on the button "Change selected documents"... It is good to use this method when there is a large list of documents:
In the window "Change selected items" find the required attribute, set the value and click on the button "Change details":
After that, a message will appear about the successful change of the details. Click on the button "Ready":
As a result, our processing will automatically put the value - "50.01" in the props "Accounting account" to all selected documents:
Now select another document and click on the button "Ignore"... In this case, the document will remain unpost:
When conducting and ignoring, these documents are automatically cleared from the tabular section on the tab “ Unchecked documents ":
You can also view all ignored documents by clicking on the button "More" and by checking the box Show ignored:
We will now go to the document list form "Cash documents" and see our documents:
Button "Customize List" it is good to use if the tabular section contains a large list of various documents. For example, select one type of document and perform certain operations on them:
"Blank details" when synchronizing between bases BP 3.0 and ZUP 3.0
Tab "Unfilled requisites" - here is a list of documents and directory elements that came from the salary program during synchronization, and could not be recorded correctly, since one or several details were not filled in correctly:
The fix is the same as on the tab "Failed documents".
Let's go to the card of this counterparty, fill in the details "Country of registration", press the button "Record and Close"... After that, the data from the tabular section is automatically cleared :
"Conflicts" when synchronizing data between 1C 8.3 databases
Tab "Conflicts" - a list of documents and directory elements that were changed in the payroll and accounting programs in the interval between synchronizations are displayed here. As a result, two versions of one element of the directory or one document appeared. Such conflicts are resolved automatically - but you can view the list of such situations and confirm or revise the automatically made decisions to resolve conflicts.
Let's go to the salary program.
Here we see a conflict of a directory item "Organizations"... And this conflict was automatically resolved in favor of the accounting program, as evidenced by the entry in the requisite "Result of conflict resolution".
Let's press the button Show the differences and see if this choice satisfies us:
In this report, we see that a number of details are not filled in in the accounting program, these are: INN, OGRN, OKVED and contact information. We are not satisfied with this choice of program. Let's close the report:
Click on the button "Revise" and change the result of the permission to the opposite:
Let's give an affirmative answer to the question: "Replace the version obtained from another program with the version from this program?":
After that, the tabular section will be cleared:
Advice! If, for example, you need to correct the data in the statement (the wrong amount was entered), then it is better to do this on the side of ZUP 3.0. Then perform synchronization. In the BP, the list will change automatically. Thus, this list will not be included in the tabular section on the "Conflicts" tab.
"Not accepted by date of ban" when exchanging data between 1C BP 3.0 and ZUP 3.0 databases
Tab "Not accepted by date of ban" - documents are shown here, information about which has not been entered into the application database, because the dates of these documents are earlier than the date that the data was not loaded, set on the Data Synchronization tab.
Let's go to the accounting program. And if, when setting up synchronization, the download prohibition date was set, then we can see the following picture:
You can view the data of a specific document by first selecting it and clicking on the button "More" – Show unapproved version:
You can select the entire list and click on the button "Ignore"- clear the tabular section:
To display the ignored data, you can click on the button "More"- and check the box "Show ignored"... The entire list of ignored documents will appear in the tabular section. If necessary, you can select a document, click on the button "More" – "Don't ignore"- the document will return to its previous form:
After correcting all errors, you need to re-exchange data between the 1C 8.3 databases from ZUP 3.0 to Accounting 3.0.
Compliance of 1C 8.3 infobase objects for data exchange
When objects are matched and new objects are transferred during synchronization, the information is written to the PC in the salary program:
and in the accounting program 1C 8.3:
This information register records which element of ZUP 3.0 corresponds to the element from BP 3.0 and the unique identifier of this element, according to which, during the next synchronization, the program matches the elements.
Deleting a document in BP 3.0 with configured synchronization with ZUP 3.0
What will happen if we delete in BP 3.0, for example, the document "Statement for the payment of salaries"? Will this document be recreated on resynchronization? Let's experiment.
Let's go to the accounting program 1C 8.3 in the section Salary and personnel – Salary – Salary statements:
And we will delete document No. 0000-000012 "Statement for the payment of wages", with the view of the place of payment - "Through the distributor" from 28.12.2015, i.e. mark this document for deletion and completely delete it through the section Administration – Service-. And then we will perform synchronization.
Let's go to the document list form "Vedomosti for the payment of wages" and we will see that our document does not exist:
Also, an entry in the information register has been deleted.
Now, let's go to the salary program and open the document list form "Vedomosti for payment of wages through the distributor"... Our document is marked for deletion:
And in the information register "Correspondences of information base objects" the record is present:
To actually delete the payroll through the distributor, you need to start processing "Deleting marked objects" In chapter Administration – Service... As a result, the document itself and the entry in the information register will be deleted "Correspondences of information base objects".
If we mistakenly deleted a document in BP 3.0, in order to restore it, we need to:
- In the program ZUP 3.0, remove from the mark for deletion and post the document. As a result, this document will be automatically registered for exchange with the program “Enterprise Accounting, ed. 3.0 ":
- Synchronize. After that, this statement will be included in the accounting program 1C 8.3:
And there will be an entry in the PC "Correspondences of information base objects":
Attention! If in ZUP 3.0 for our document we remove the mark for deletion and re-install it (by mistake they removed the mark for deletion), then this document will be registered for exchange with the BP 3.0 program:
And when synchronized in the accounting program, the document will appear marked for deletion:
To prevent this from happening, you need to unregister this document in the salary program:
After that, this document will no longer be available for exchange with the accounting program:
What objects are transferred to 1C 8.3 Accounting 3.0 during synchronization
Synchronization of "Directories" when exchanging data between 1C 8.3 databases
The elements of the directories that appear in the synchronized document are synchronized:
Let's take a look at how the directories were synced "Subdivisions".
The ZUP 3.0 reference book "Subdivisions" for the organization "Kron-Ts":
Directory "Subdivisions" in BP 3.0 before synchronization.
For example, in a subdivision "Legal department" added an extra space in the name, and in the subdivision "Personnel development sector" did not specify "Parent", i.e. superior unit - "Department of Human Resources":
Directory "Subdivisions" in BP 3.0 after synchronization:
After synchronization, the unit "Personnel development sector" automatically matched and set the parent i.e. superior unit "Department of Human Resources"... A subdivision "Legal department" duplicated, tk. key fields "Name" are different (extra space).
Synchronization of "Documents" during data exchange BP 3.0 and ZUP 3.0
Regulated reporting is also synchronized.
Synchronization of "Registers of information" when exchanging data between BP 3.0 and ZUP 3.0
Attention! If, when setting up synchronization, it is specified that the data for the formation of transactions is loaded summarized by employees , then a number of documents and reference books are not uploaded into the accounting program: Deposits of unpaid wages, Salary statements, etc.
For example, those directory elements are unloaded "Individuals", which appear, for example, in the document , on the tab Withholding wages:
Directory "Individuals" in BP 3.0, if it is configured in the exchange rules "Summarized by employees":
Directory "Individuals" in BP 3.0, if in the data exchange rules it is configured with "Detailing by employees":
Regardless of how it is configured in the exchange rules: summary or with details by employees, in any case, documents will be synchronized "Reflection of salaries in accounting" and " Accruals of estimated liabilities for vacations "(if the organization maintains estimated liabilities).
Create Payroll, Premium, and Vacation Estimated Transactions After Synchronization
After synchronization and the appearance of documents in the accounting program "Reflection of salary in accounting" and "Accruals of estimated liabilities for vacations" no transactions will be automatically generated. To reflect transactions, you need to go to the document and check the box "Reflected in the accounting" and hold the document:
After that, transactions will be automatically generated:
And in the form of a document list "Reflection of salaries in accounting" this document is highlighted in gray:
Similarly working with a document "Accrual of estimated liabilities for vacations":
Postings of this document:
List form "Accruals of estimated liabilities":
After synchronization in ZUP 3.0, these documents become unavailable for editing.
Reflection of salary in accounting after synchronization:
Accrual of estimated vacation liabilities after synchronization:
To be able to edit these documents, you need to uncheck the box in the accounting program "Reflected in the accounting", write down the document and synchronize with the payroll program.
Disabling and deleting synchronization settings in 1C 8.3 Accounting 3.0 and ZUP 3.0
To disable synchronization, you need to go to the section in BP 3.0 Administration – Data sync settings and uncheck the box "Data Synchronization":
Similar actions must be performed on the side of the salary program.
Moreover, the synchronization settings themselves are not deleted, i.e. when re-checking the box "Data Synchronization" you don't need to reconfigure sync.
To actually remove the synchronization, you need to go to the section in BP 3.0 Administration – Data sync settings – Data synchronization, and press the button "Remove this sync setting":
