1C:Enterprise 8

1C:Enterprise 8 system of programs is intended for automation of everyday enterprise activities: various business tasks of economic and management activity, such as management accounting, business accounting, HR management, CRM, SRM, MRP, MRP, etc.

1C:Enterprise 8 system consists of two parts: an integrated framework (aka '1C:Enterprise 8 platform') and a set of applied solutions created and executed in the framework.

There is a great number of business applications developed on 1C:Enterprise platform. There are 30+ of boxed (off-the-shelf) business applications supplied for a wide range of tasks: accounting, sales and warehouse, payroll calculation and HR management, manufacturing and financial planning, accounting and reporting for private entrepreneurs, public sector accounting, report consolidation, accounting in non-profit organizations and others.

• 1C:Enterprise 8. Trade management
• 1C:Enterprise 8. Payroll & HR Management
• 1C:Enterprise 8. Enterprise Accounting (also called 1C:Accounting 8)
• 1C:Enterprise 8. Manufacturing Enterprise Management

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1C:Enterprise 8. Trade management

"1C:Enterprise. Trade Management" is a boxed business application offering complex automation of accounting tasks management, analysis and planning of commercial transactions, providing efficient trading entrerprise management as a whole.

Trade management functionality

Sales management subsystem allows solving tasks of management accounting and sales control, in both natural and money terms. It includes two blocks – sales planning and customers' orders management.

Sales planning block is intended for providing management personnel with information on actual and planned values of the enterprise activity. Planning is performed for groups of items, or on separate items. It's also allowed to select a category of customers (by region, for example) and make up individual plans for each of the groups.

It allows to make up plans with various time scales (from a day to a year period), so strategic (for a quarter, or annual) as well as work plans can be built for the same period. For example, an annual plan can be built in the beginning of a year, and monthly plans can be approved according to that.

Sales planning can be performed for an enterprise in general or by its departments separately. This allows department managers to make up plans for their directions, which can be composed into a summary sales plan for the company in general.

Later, the plans can be compared to actual sales, deviations are analyzed and the plans can be corrected.

Sales planning diagram

Comparative analysis of planned and actual sales can be performed for various periods (for example, for the same periods of current and last year) and various levels of details.

Customers’ orders management subsystem allows implementing the most efficient for the enterprise strategy of working out customers’ orders, according to the business strategy selected on the enterprise (sales from stock, to order, etc.); reservation items on a stock with subsequent shipment, adding a customer’s order to earlier created orders for suppliers, etc. An algorithm is provided for automatic goods reservation and accommodation, allowing optimal placement of a customer’s order to supplier’s orders and to free items on stock.

The system provides meeting delivery terms for the items ordered, satisfying as many customers’ demands as possible, also avoiding overstocks.

‘Orders analysis’ report gives information for current state of customers’ orders.

There is a capability of analyzing an order expected profit when the order is being drawn up. This excludes situations when discounts could make the price lower than minimal admissible value.

There are several Sales schemes provided in the application: with tentative reservation of goods, or without it (from actual stock remainders); by preliminary orders with suppliers for particular orders from customers; sales on credit or on the conditions of full (or partial) prepayment.

Purchases management functionality provides managers with information necessary for planning timely purchases of goods and for optimization of purchase costs.

The sub-system allows automating such operations as the following:

•   Making up purchase orders for suppliers basing on customers’ orders.
•   Monitoring bill settlements and delivery of good for the orders.
•   Correction and closing purchase orders
•   Suppliers’ prices monitoring.
  

Warehouse management

Warehouse management implements detailed records management on stocks (warehouses), providing full control over an enterprise's goods stocks, for both wholesale and retail trades.

Multiple warehouses and units are supported. It provides separated accounting of goods owned, accepted and passed for sale, accepted for safe keeping, also accounting of reusable containers.

Operations over sets, making them up and de-packaging are also provided.

Inventory functionality calculates the difference between accounted (registered in the information base) and actual goods found during the stock-taking. Then writing-off or posting documents are made up.

Internal orders processing functionality allows a company departments to order goods with other departments to supply their own stocks. Internal orders are also processed in sales and purchases planning with the same algorithms. An internal order is considered closed upon taking the good on target stock.

Overhead expenses may be included into goods' cost. Depending on the nature of the expenses they may be spread pro rata to costs of goods received, their weight or quantity. Overhead expenses may be fixed before goods receipt (according with a particular agreement or order).

Customer relationship management (CRM)

As contact information it there may be such parameters as address, telephone number, e-mail address, local phone number, etc. Also, there me be several contact persons for a customer, with additional contact information for each of them.

'Contacts' may also include arbitrary information received from customers as well as information entered by a user himself to be sent out.

Analysis of contacts efficiency is performed with the help of “Contacts and information sources analysis' report. At that, various parameters may be used to estimate results. For example, one can see how sales volumes grew up after ringing customers round. Or, what was the company's profit after an advertising company, and advertising in which newspaper brought the best result.

The capability of contact data exchange with external e-mail programs increases work efficiency and keeps the contact database integrated and helps to avoid its duplicating.

Data exchange is arranged in CSV format with 'Data import/export' functionality.

CRM analysis provides customers appeal analysis (ABC) and customer relation stages analysis (XYZ).

ABC analysis allows estimating relative value (appeal) of various groups of customers and to distribute business efforts for them correctly.

ABC analysis is performed with a corresponding report, basing on data, entered to a database. From the report data one can re-arrange lists of partners according with the importance groups. There may be three such importance groups:

•   "A" – high importance
•   "B" – medium importance
•   "C" – low importance

An automatic ABC-classification is provided for automatic re-arranging the partners.

Values and criteria of the processing are defined by a user in the processing settings. After the processing, every partner (contact) receives a proper category; however they may be modified by a user manually, too.

XYZ analysis and relation history can be also applied to the list of contacts and classify them by stages of relations.

A customer relation stage can obtain one of the following values:

•   Potential customer
•   Chance customer
•   Regular customer
•   Lost customer

In order to understand tendencies of customers' inclinations, more detailed information is also displayed for 'Regular customer' group, such as X, Y and Z classes. (Arrows on the scheme represent transition directions between states).


XYZ analysis is performed with 'XYZ analysis of customers' report.

'XYZ processing' automatically assigns proper classes to contacts, it can be manually modified, as well.

Reporting

The application offers analytical reporting functionality as a powerful and flexible mean for analysis of all aspects of enterprise business activity.
One can get information on stock states, orders, sales, mutual settlements from any analytical points of view with required level of details.
For example, one can get sales information by regions for one or other group of goods or monitor sales volumes for a period of time with details by days.
User can adjust level of details on his own, as well as grouping parameters and sorting conditions in reports according with his tasks. Such individual settings (in fact – special reports the user created) can be saved for further using.
For visual data representation it provides graphical views (charts and diagrams) and drill-down functionality for getting more details on a particular item.

The reporting module includes many reports (1C reports), such as:

•   Warehouses assessment.
•   ABC-analysis of goods.
•   XYZ-analysis of goods.
•   Comparative analysis of prices.
•   Orders analysis
•   Goods turnover analysis
•   Turnover means structure report

Personnel monitoring and job rating functionality provides estimation of managers' work by a set of various parameters:

•   Quality and completeness of contact information in the database.
•   Number of contacts with customers.
•   Analysis of changes of relationships stages.
•   Number of lost customers vs. total number of customers.
•   Number of completed customers' orders.
•   Totals of sales, profit, paid sum.

The list of parameters can be adjusted by a user. Estimation can be performed in absolute figures, as well as in relative values.

The capability for comparative estimation of managers is also provided, as a rated list of the best managers.

The Manager's Report is a report of a special kind allowing regular delivery of crucial information to the company's top management. This represents information on current state of business in the company in a convenient and concentrated form.

The important thing is that the report should not be composed every time it's needed, nor even 1C:Enterprise application should be started. Once set up, The Manager's Report engine automatically makes up and send out the report according with the schedule and to the e-mail addresses specified.

The report contains records analysis for various parameters, such as sales volumes, receivable and payable accounts, flows of funds from point of view of items, etc. The list of parameters can be adjusted individually for each manager of the company's top management.

For better presentation data are provided also in graphical form: comparison diagrams, charts, etc.

The report is sent out by e-mail according with a mailing list specified.

Trade equipment attachment

The capability is implemented to attach trade equipment, such as bar code scanners, data accumulation terminals, customer displays, scales, cash registers.

The list of equipment attached to a user's PC is stored in 'Trade equipment' catalog. An easy and convenient way to adjust connection of the equipment is provided, it's also possible to attach several devices of each type.

And much more…

There are more useful features implemented in the business application:

• Storing additional information. The catalogs in the application have the capability of containing additional information as files, such as object pictures or text information.
• Specifying additional users permissions, such as: to read and edit documents for a particular company, for a particular department by its manager, responsible for the commercial transactions; set the denial of posting the documents that have good remainders exceeding the remainders for the company as a whole; set the denial of editing prices and discounts in a document; set the denial of issue goods with price exceeding a specific price; to print out non-posted documents; to edit documents and reports before printing.
• Reassessment of currency funds.
• Distribution of funds across revenue and expense items.
• Monitoring for remainders from point of view of companies. All reports analyzing mutual settlements with partners have the capability of filtering and grouping the information by the companies.
• Data export into other 1C:Enterprise Trade Management application in XML format. At that, one can export only data for a particular department, warehouse, company, or by type of documents.
• Checking for updates. The wizard providing this functionality checks for updates, downloads from a 1C Company's Web0server and installs them.
• Additional expenses accounting.
• Internal goods and funds transfer
• Data exchange with other software.

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1C:Enterprise 8. Payroll & HR Management

"1C:Enterprise 8. Human Resource Management" is a boxed business application intended for enterprise manpower policy management.

The application allows performing human resource management for several companies, juridical or private persons, constituting a single enterprise.

Two forms of accounting are carried out in the application at a time: management accounts and regulated accounting. Management accounts are carried out for an enterprise as a whole, and regulated accounting – for separate companies.

Management accounts

Staff plan functionality allows making up the following plans:

• Positional-organizational structure (number of employees by positions and departments).
• A plan for changes in the structure by events and personnel expenditures.
• Planning expenses for wage of employees

Staff plan changes approval is used by managers to browse the changes, edit and approve them.

Thanks to references on changes and personnel expenditures a manager gets thorough information for taking a decision.

Wage fund analysis functionality uses planned monthly expenditures assigned by the staff plan.

The main goal of the repot is to provide wage fund volume. An arbitrary period can be specified in the report.

The analytical report for the wage fund displays calculated values as a usual table or a diagram from point of view of groups specified by a user, as well as a summary table that allows analyzing data from various points of view.

Recruiting subsystem automates the process of recruiting and estimation of candidates.

The subsystem allows to:

• Store information on candidates, as natural persons.
• Store documents from the work with candidates (CVs, questionnaires, etc.).
• Plan meetings with candidates and registration of decisions taken, up to job offer.

The application can store the questions used in questionnaires, like a kind of a knowledge base. This helps to consider a candidacy from various points of view.

Staff selection tool is arranged as a specialized human resource manager's workplace.

Enterprise human resource accounting subsystem provides storing of the following information:

• Personal information on employees, as natural persons.
• Employee's department and position.
• Work phones, e-mails, other contact information

Analytical reports allow building various lists of employees, selected and grouped by various criteria. The reports provide information from point of view of departments, positions and other dimensions.

This allows to thoroughly analyze enterprise personnel and to take more weighed decisions.

User can adjust grouping parameters and selection criteria in reports according with character of tasks. These specific settings can be stored for future use.

Personnel employment planning helps to arrange employees' working time. In particular, plan meetings, arrangements (both internal and external), also location of events planned.

Leave schedule tool is used for employees' leave approval. Together with distributed leave planning system it allows to plan leave schedule for a big number of employees.

With this tool a manager can find out whether an employee can be given a leave, if his leave contradicts with arrangements planned, who is on leave at that time more, etc.

Visual aids represent time distribution of leaves. The tool includes a leave-checking system that finds errors and simplifies approval procedure.

It also provides information on amount of days not assigned yet to an employee.

Regulated accounting

Regulated personnel accounting provides signing work contracts with every employee of a company, making up fixed forms, pension and military accounting.

Structure of the companies represents a formal enterprise structure description that may include several transactor units actually owned by one the same owner (or owners).

These companies can be

• Juridical persons;
• Detached departments of juridical persons;
• Private entrepreneurs

Companies' staff lists can be analyzed with reports. There is a fixed report form with a company staff list and monthly wage fund for every item. Staff list analytical report displays data in two variants: as a list of staff items, or as staff positions.

The information can be grouped by the following items:

• Companies
• Departments and companies' positions;
• Types of base wage rates;
• Currencies of base wage rates;

Personnel accounting in companies is performed in parallel and independently on enterprise personnel accounting and provides the same possibilities.

A natural person can be placed in a job in several companies of an enterprise or in several departments of one company.

The system registers all staff movements, from placing in a job, leaves and business trips and retiring.

Analytical report on employees provides the capability of making up various lists of employees, with filters and groups.

Personified accounting and Military accounting are arranged according with state legislation and normative documents.

Payroll calculation

Payroll calculation subsystem is intended for salary (1C salary) accounting according to adopted rules and conditions

It provides complete automation of the task: from entering documents on an employee job, actual working hours, medicine and other insurance, sick-lists, leaves, obligatory payments, etc. through to generation documents for salary payments and reports to state supervising authorities.

Results of payroll calculations are reflected in management, business and tax accounting with required details.

The payroll calculation module can be adjusted for any particular enterprise conditions and/or legislation demands, without programming efforts. This significantly saves implementation time of the application in a real business (enterprise).

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1C:Accounting 8

The 1C:Accounting software series has been the most popular 1C product for more than ten years now, and has became an industrial standard of business accounting systems in Russia. The new version 1C:Accounting 8 includes all the best features from its predecessors.

1C:Accounting 8 application is a composition of 1C:Enterprise 8 platform and Enterprise Accounting applied solution. It provides high level of business accounting and tax accounting automation and generation of regular reports, including compulsory (regulated) reporting.

It's intended for companies and organizations with various kinds of activities and can be used in wholesale and retail trade, commission business (including sub-commission), rendering of services, manufacturing, etc.

The solution completely supports actual legislation.

It supports running accounting for several companies (entities) within one information base. The companies can use shared catalogs of goods, expense items, contractors, etc.

Users can adjust accounting procedures, using accounting policy settings, create new sub-accounts and analytical accounting views.

1C:Accounting provides solutions for all tasks of an accounts office, such as writing out sources documents, sales accounting, etc. Besides, data on some activities, trade and production operations can be entered by employees from other (neighboring) enterprise departments, not being accountants. In this case accountants are only responsible for methodical management and information base settings for proper writing documents in business and tax accounting.

The main way to reflect business transactions in the accounting is entering documents corresponding to sources (basic) documents of business accounting. Additionally, direct enter of some posting operations is allowed. Typical operations can be used for group posting operations – it's an easy automation tool, easily customized by a user.

The application includes integrated warehouse accounting features, for quantitative (physical) or monetary-quantitative (combined) accounting. Warehouse accounting can be disabled, if not required.

Purchases and sales operations are automated. When items are being sold, pay slips and invoices are written out. For imported items it includes country of origin and customs declaration ID. The application supports several types of prices, such as 'wholesale price', 'small-scale wholesale price', 'retail price', 'purchasing price', etc.

It also includes commission business automation means for both items received for commission and for those transferred for further sales.

The application provides cash and non-cash transfer accounting. Operations of settlements with suppliers, customers and advance holders are automated and several currencies are supported. Basing on cash documents a cash-book is generated.

Integration with bank client software is supported.

Settlements with contractors can be run in currency, conventional units or foreign currency. Rates differences are automatically calculated. Settlements can be done by every payment document or by an agreement as a whole. This is specified individually for a particular contractor, or for all contractors.

It provides production costs calculation for production and services offered by main and auxiliary production, also indirect costs accounting.

The application allows running payroll, HR and personalized accounting. It performs automated payroll calculation according to pay rates, with calculation proper taxes and fees, taking into account all features of a particular enterprise. Regulated reporting is generated automatically and information on individuals can be exported for presenting to supervising authorities.

Regulated monthly operations are automated, such as currency re-estimation, writing off costs of succeeding periods, determination of financial results and others.

Reporting system includes standard accounting reports and provides regulated reporting for business accounting, taxation, statistics, for individuals, and reporting to be provided to various funds.

Thanks to the possibility to hold several business entities' activity within one information base 1C:Accounting 8 can be used in small companies (SOHO), as well as in holdings with complex organization structure.

The application can also be used in integration with other 1C business applications – Trade Management and Payroll&HR Management. In this case 1C:Accounting application is used only for business and tax accounting tasks.