--- title: "How to manage scenarios?" slug: "31837" tags: ["Settings"] updated: 2026-08-14T10:38:56Z published: 2026-08-14T10:38:56Z canonical: "help.ila.cegid.com/31837" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt > Use this file to discover all available pages before exploring further. # How to manage scenarios? - [x] PT - [x] ES - [x] AO - [x] CV - [x] MZ - [x] ST - [x] GW - [x] Professional - [x] Executive - [ ] Public Sector - [ ] Omnia - [x] Evolution --- Every organization creates specific or general scenarios to handle tax forms. To make this easier, Fiscal Reporting provides a **set of options** that simplify working with scenarios. --- ## Importing and exporting scenarios The scenario import and export options let you **reuse scenarios**. In other words, users can prepare a scenario that suits several companies and later import or export it into those companies. To import or export scenarios, follow these steps: **Importing scenarios** 1. In the PFR, go to **Administrator | Scenarios**; 2. Select the **Import scenarios** option; 3. Specify the **Import source**: - A scenario previously created in another company that exists in the system; - An XML file (a previously exported scenario). If you choose this option, simply select the file containing the scenario to import and set the destination company (or companies); 4. Set the **Import options**: - Only values from the selected scenario; - Only formulas; - Including parameters when importing configuration values (for example, the values on the **Parameters** tab of the various tax forms available in the PFR, namely IES and SHST); 5. Select the period to import; 6. If you selected the option to **Import an existing scenario from the system**, under **Currently available scenarios**, for the selected tax form, you can see which scenarios exist in each company. This lets you specify which scenario you want to import. **Note**: you can select several companies to import the scenario into; 7. Finally, click **Import**. **Exporting scenarios** 1. In the PFR, go to **Administrator | Scenarios**; 2. By selecting each company, you can check which scenarios are available for a given tax form; 3. Click **Export**; 4. Specify the export destination: - Other companies in the system: the export will apply to all other companies in the system; - An XML file, to be imported elsewhere later; 5. Set the **Import options**: - Only values from the selected scenario; - Only formulas; - Including parameters when importing configuration values (for example, the values on the **Parameters** tab of the various tax forms available in the PFR, namely IES and SHST); 6. Enable the companies you want to export the scenario to; 7. Finally, click **Export**. --- ## Creating scenarios You can **determine the application's behavior** when obtaining values for the organization to submit the forms. For example, you can define a specific formula to calculate the values for a particular field in the form. New scenarios can be created in two different ways: - Through the Administrator, in the product's administration area; - By users, in the Control Panel. In created scenarios, you can perform operations that aren't allowed in standard scenarios, such as changing, adding, or removing formulas. You can also delete previously created scenarios. Note that changes made to a scenario are saved when the tax return is saved. To create scenarios, follow these steps: **Creating scenarios through the Administrator** 1. In the PFR, go to **Administrator | Scenarios**; 2. Check that three areas are displayed: **Companies**, **Tax Forms**, and **Scenarios**; 3. By selecting each company, you can check which scenarios are available for a given tax form; 4. Click **New** and check that a new entry becomes available under scenarios; 5. Change the new scenario's **designation**, for example: "Scenario 2008"; 6. Finally, click **Save**. **Creating scenarios through the control panel** 1. Click **Create** or select an existing scenario; 2. Change the new scenario's **Designation**; 3. Choose the tax form's **Location**; 4. Choose the **Tax Form**; 5. Choose the list of companies the scenario should be created for; 6. Set whether the new scenario will be the default for the selected company (or companies); 7. If you want to base the scenario on another existing one, select the **Based on:** option and then choose the company/scenario. By default, the company/scenario selected in the Control Panel grid is shown; 8. Finally, click **Confirm**. > [!WARNING] > In the Administrator, you can set a default scenario for each company. To do this, simply select the scenario and choose the **Set as default** option. In the work area, the system suggests the default scenario, but default scenarios can't be deleted. > [!NOTE] > The list of existing scenarios for a company's tax form shows the scenarios for all fiscal years. --- ## Updating scenarios Whenever Cegid releases **updates to scenarios**, such as formulas and tax form validations, **these aren't automatically reflected in existing scenarios**, so you need to update them. If changes need to be made to these tax forms, we recommend performing a scenario reset. This operation updates the tax forms' structure without losing previously entered and processed data. To update scenarios, follow these steps: 1. Go to **Administrator | Scenarios**; 2. Select the **Company**, **Tax Form**, and **Fiscal Year** of the scenario you want to update; 3. Select the desired **Scenario**; 4. Click **Update**; 5. In the window that appears, select the options to keep: **Formulas**, **Values**, and/or **Parameters**; 6. Finally, click **OK**. --- ## Duplicating scenarios Duplicating scenarios across different periods makes it easier to create scenarios based on an existing period. For example, take a monthly tax form for which several changes were made and new formulas added in January. Those changes then need to be duplicated for the remaining periods. To duplicate a scenario, follow these steps: 1. Go to **Administrator | Scenarios**; 2. Select the **Company**, **Tax Form**, and **Fiscal Year** of the scenario you want to update; 3. Select the desired **Scenario**; 4. Click **Replicate**; 5. Specify the **Period** to duplicate and the **elements** to include; 6. Finally, click **Confirm**. --- ## Editing scenarios To edit a scenario, you must make sure the companies, tax forms, and user permissions have been set up in the Administrator. Only once these criteria are defined can you move on to editing a scenario for a tax form. To edit a scenario, follow these steps: 1. Go to the **Fiscal Reporting Control Panel**; 2. Select the **Year** of the return you want to edit; 3. Select the **Tax form's Scenario** and the **Company** you want to edit for;; 4. Click **Edit**; 5. In the scenario processing area, click **Process** on the toolbar to retrieve the tax form's values from the ERP. If there's no connection to the ERP, you must enter the values directly in the return's fields; 6. Click **Validate**. Validation is only available for scenarios that were processed successfully; 7. Finally, click **Save**. > [!WARNING] > More than one user can't edit the same scenario at the same time. If this happens, an error message is displayed. > [!NOTE] > You can change formulas, but only for scenarios that aren't named *Standard*. --- ## Locking and unlocking scenarios Once you've finished all the operations and changes you want to make to a scenario, you can **lock that scenario so it can't be changed and/or updated again**. However, this doesn't mean it can't be unlocked later. Any user can lock the editing of a scenario, but only a user with an Administrator profile has permission to unlock it, allowing it to be processed, changed, and updated again. Note that you can view locked scenarios at any time. To lock, view, and/or unlock scenarios, follow these steps: **Locking a scenario** 1. In the control panel, select a scenario; 2. Click **Edit** and edit the return so it's ready to be submitted to the tax authorities; 3. Save the changes made and return to the control panel; 4. With the scenario selected, click the **Lock** option; 5. Confirm the message that appears. Please note: - Scenarios can't be locked in batches. Locking can only be done company by company; - Only a scenario that was previously validated successfully, with no errors, can be locked. ### View locked scenarios 1. In the control panel, select a locked scenario; 2. When you click **Edit**, the tax return scenario loads with the image of the tax return for the tax year in which it was locked. For example, if you view a scenario in 2019 that was locked in 2018, the scenario will be displayed with the 2018 tax return; 3. In the scenario view, verify that only the print option is active. The **Process**, **Validate**, and **Save** options are inactive. ### Unlock a locked scenario 1. In the control panel, select a locked scenario; 2. When you click **Unlock**, a confirmation message appears stating that the operation cannot be undone. When unlocked, the return **is updated to the latest version in effect**, and the values in the fields common to all forms are migrated to the current version. From this point on, the return can be processed again, and the digital file can be generated with data from the previous fiscal year. This situation occurs, for example, during data recovery or when tax authorities request previous returns. > [!WARNING] > To lock a scenario, it must have been processed and validated. --- ## Delete scenarios In the PFR, you can **delete standard scenarios** so you can **change the periodicity** (for example, in the DPIVA, switching from a quarterly to a monthly regime) even after one or more periods have been processed. This operation **cannot be undone**, so the PFR will warn you whenever you delete a scenario from the database. If a period exists where processing of the **standard scenario was locked**, it will be saved to history, for example, as [Standard_Hist001_4], where the last digit indicates the periodicity. This history file lets you **view data that was already processed** previously. However, you can only view it if the current scenario has the **same periodicity** as the previous one. **Example** **Scenario:** A company on a **quarterly regime** that has already processed the 1st quarter, covering the January-to-March period. **Change:** Switching to the **monthly regime**, **deleting the standard scenario** that was already created. The information for the 1st quarter will be saved in the history. **Result:** The Control Panel will create the **12 lines corresponding to the 12 months of the new monthly regime.** If you need to view the period saved in the history, the 1st quarter return: - will be available on the **first line**, corresponding to January, if you **don't change the periodicity back** to quarterly; - will be correctly available **on the first line**, corresponding to the months of January through March, **if you change the periodicity**.