Particularities of data migration from 1С: Production enterprise management to 1С: ERP
- IT services
- Accounting and tax accounting
- Corporate, financial and international accounting
- Payroll and personnel management
- Complex solutions of ERP class
- Maintenance 1C
The description of the functionality of “1C: ERP Production management 2 (1C: ERP)” and its advantages over “1C: Production enterprise management 8” (1C: PEM) is not the goal of this article. We assume that the decision has been made, the task has been set and you need to make the transition or, as 1C specialists prefer to say, to migrate to the new system. So, our goal is to plan the transition work so that the transition is successful.
TRANSFERRING FROM 1С: PEM TO 1С: ERP: STEPS
Such a transition is not an ordinary task. The integrated information system has to be re-introduced taking into account the data from 1C: PEM. The transition problem is also complicated by the fact that during the operation of 1C: PEM in an enterprise, it is very often refined according to the specifics of the enterprise, especially if the program is used more widely than just for the purposes of accounting and regulatory accounting.
First you need to develop an “implementation roadmap”:
1.1. To avoid being unsubstantiated and to take into account all the features and methods of using the current system, you need to conduct a 1C: PEM survey and to interview the key users. The scope of such survey depends on many factors.
1.2. After the survey, it is necessary to develop a roadmap and a project implementation plan for presentation to shareholders and project sponsors.
1.3. To see how the 1C: ERP implementation project can be further built, click here.
TRANSITION TO THE “1С: PRODUCTION ENTERPRISE MANAGEMENT 2” NEW SYSTEM: SPECIFICITIES
Whether that should be done on modular basis or by using the entire functionality immediately, it is not possible to give a clear recommendation on how to switch to 1C: ERP, as this is influenced by a number of factors: the size of an enterprise, the availability of resources, the reasons for switching to ERP, readiness for change management, and much more.
Most often, we have to deal with a modular implementation, at the first stage of which, the subsystems of regulated accounting and payroll are implemented. It can be argued that this approach is not optimal, but according to statistics, this situation occurs most often.
Let us consider two typical situations. In the first case, the transition is planned for the beginning of the year, in the second case, data transfer occurs during the reporting period:
SPECIFICITIES WHEN TRANSITIONING BY THE BEGINNING OF THE YEAR
The nuances described here are just as relevant for the transition during the reporting period:
- fine-tuning the processing of the mechanism for transferring directories and data: in such cases, you cannot do without a professional expertise.
- lack of comparison of objects and certain types of operations in the old and new versions due to a change in the accounting methodology (for example, deferred expenses, batch accounting, advance invoices, etc.).
- accounting errors, unresolved conflicts and unclosed months in the source database. Periods not closed in a timely manner, and delays in the preparation of reports lead to an increase in labor costs spent for parallel input of documents and reconciliation
- lack of updates for the latest release of the source database.
- modifications of the source database affecting the accounting functionality and the base for transferring the balances
SPECIFICITIES WHEN TRANSITIONING DURING THE REPORTING PERIOD
Of course, such an option is also possible. You can do the transition after the closing of the first, second or third quarters. In this case, you can use both a complex, labor-intensive option and a simplified one:
- In the complex version, the balances are carried forward to the beginning of the year, and after that, using specifically developed mechanisms for mapping and transferring 1C: ERP documents to 1C: SCP documents, the turnovers are also transferred. What is difficult is the reconciliation of data, and step-by-step closing of all the past months from the new system’s start of operation. Due to the different methodology for calculating the cost, and other differences, the results do not necessarily coincide at maximum accuracy. Reconciliation itself is rather a complicated and expensive task.
- The simplified option involves carrying forward initial balances immediately after the close of a quarter. The turnovers results for previous quarters are already reflected in the balances being carried forward. The complexity is the regulated reports, which are filled by the cumulative total. Only their small portion will be filled automatically. And of course, you should take into account the parallel input of documents at the beginning of the quarter, since it will take some time to reconcile the balances carried forward from 1C: PEM.
It is worth noting that migration from 1C: PEM to new systems is becoming more relevant from year to year. The system has already been discontinued and the cost of ITS support will only increase. Naturally, the system is outdated and the 1C manufacturer has no plans to develop it.
Contact us. We will help you with the transition.