How to Change the Totals Relevance Point in 1C 7.7

In 1C:Enterprise 7.7, operational totals are stored as of a certain date — the relevance point of the totals. Turnover up to that date is already summed up, and anything later is recalculated by the program on every request.

If the point is left far in the past, reports and document posting start to slow down, and after backdated edits the totals can drift from the actual data. In these cases the relevance point needs to be moved.

Before you start

• Make a copy of the infobase (for a file-based database, copying the folder with its files is enough).
• All users must log out: you need exclusive mode, otherwise the menu item will be unavailable.
• On a large database the recalculation can take a long time — run it outside working hours and don’t interrupt it.

How to change the totals relevance point

1. Start 1C in 1C:Enterprise mode with the Exclusive checkbox ticked.
2. Open Operations → Operational totals management.
3. Enter the date you need and click the Set button on the right.
4. When asked “Change the totals relevance point?”, answer Yes and click Run.

(Menu names are translated from the Russian interface.)

If something doesn’t work

• The menu item is greyed out — the database isn’t open in exclusive mode, or someone else is working in it. Readers confirm that after logging in exclusively everything worked.
• There’s no “Operational totals management” item at all (only “Accounting totals management”) — most likely your configuration doesn’t include the “Operational accounting” component, so it simply has no operational totals.
• The date won’t change or an error appears — note the error text and show it to a 1C specialist or your accountant: it’s often down to user rights or the configuration itself.