eDocument 
EDocument is created with “to include in a batch” state and in manual way you can:
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- Create a batch: it will create a new batch for eDocument
- Mark as corrected: The eDocument changes to a corrected state and is sent as a modification.
- Hold: eDocument remains retained without including in a batch.Create a batch
- : it will create a new batch for eDocumentRelease: Release of a "Retained" eDocument.
- Add a batch: an eDocument is included inside the existing batch.
In any of the options, the entrance is marked, and you press the corresponding button:
- Extract from batch: Extract an edocument from a Batch
- Exceptional processing: Change of record status.
- Undo Exceptional processing : Return of status in the registry (maximum up to the previous two).
| Note: The button "exceptional processing" and "undo exceptional processing" will only be available for the Administrator Role. |
Create a batch:
Once an eDocument is being created with an “include in a batch” state, press “create a batch” to create a new batch where we include an eDocument (a type of the batch that is being created depends on the terms of the conditions that have been configurated):
A state now is changing into: “included in a batch”:
Mark as corrected
Selecting the eDocument and pressing "Mark as corrected" automatically changes the status. Once the eDocument has been in the "Rejected" state directly it changes to "To include batch" to be sent again in a new batch.
Hold/Release:
Once you mark an eDocument by pressing “ hold up” button , it stays with the “ retain” status.
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From the retained state, you cannot create a new batch, for this you should release an eDocument and once is released, create a new batch.
Create a batch:
Once an eDocument is being created with an “include in a batch” state, press “create a batch” to create a new batch where we include an eDocument (a type of the batch that is being created depends on the terms of the conditions that have been configurated):
A state now is changing into: “included in a batch”:
Include in
Include/Extract a batch:
We press “include in a batch” when we want to include an eDocument in an existing batch:
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Once eDocument was being included in a batch, it is possible to take it away by pressing “remove “Extract from a batch”batch”. In this case the statement changes from “included in a batch” into “ to include in a batch again”.
Excepcional Processing/Undo (ROL-ADMIN)
The eDocument to be treated is selected and clicked on "Exceptional processing".
Next, a pop-up appears where you choose the state to change the eDocument.
In the same way when pressing "undo exceptional processing", the status of the record is changed to the immediately previous one (only goes back two exceptional states).
EDOCUMENT STATUS
-Aceptado: eDocument accepted by the AEAT.
-Aceptado con errores: it is necessary to correct errors that have the eDocument and to send it back to the AEAT.
-Corregido: Modified eDocument. B+ warns with a pop-up if you want to mark the document as "Corrected" (except if you click "Mark as corrected directly", it does not warn with pop-up).
-A incluir en lote: eDocument ready to include in a batch already created or in a new one.
-Retenido: in this status the eDocument can not be included in any batch.
-Incluido en lote: registration already included in a batch that has not yet been sent.
-Obsoleto: state to which the eDocument automatically changes when a new record with the same ID is created (that state is also generated when a record occurs). Even if the registration has been sent to the tax office and has been accepted, if you subsequently unsubscribe in the B + solution Cockpit appears obsolete.
-Rechazado: eDocument with complete rejection. Fix errors and send in a new batch.