- Refresh: enable to make an update of the data
- Create a batch: new batch is being created, according with the established configuration which specifies a type of the batch for the eDocument.
- Mark as fixed: accepted with errors records, once the errors are fixed if you don´t change a statement from pop-up of the financial document, you can do it manually.
- Retained: you can retain a record in order not to include to send to a Tax Agency
- Released: a retained record may be released and to be included in the sending process to Tax Agency
- Add a batch: a record will be included in the existing batch
- Take out from a batch: a record will be out from the batch that was previously included and may be included in another batch.
- History: shows the different states that has been passing through an eDocument.
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- Batch appendix: in an appendix, you can see a XML which was sent to a Tax Agency and the answer that we have received:
- Force forwarding actual XML: when technical rejection occurred, we stop trying to send it to Tax Agency, to go back to send once again we press this button.
- Interrupt sending XML: in case of existing any error in a Middelware or a Tax Agency service, to avoid that the system tries continuously to send a batch Updates all Records data.
- Historical: Shows all the status that an eDocument has had.
- Indexed: Shows the compensated or referenced eDocuments for the selected Record.
- Exceptional processing: Allows to change the status of an eDocument into any other status. This function is only allow for the rol ZESI_ADM.
- Undo exceptional processing: Revert the status changed by the exceptional processing function.
- Batch appendix: Shows the XML sent to the Tax Agency and the answer received:
- Force forwarding actual XML: Allows to re-send the file to the AEAT, when a technical rejection occurs and the sending process is stopped.
- Interrupt sending XML: Avoids the system to send a batch continuously (sending of a batch is planned to do it in an automatic way by “a Job”), we press this button.when it exist an error in the Middleware or in the Tax Agency service,
- Discard a batch: Removes the eDocuments included in a batch are taken out from it and stays with a to include in a batch” statement or “fixed as appropriate”and change their status into "To be included in batch" or "Corrected”.
- Fixed a batch: when mapping error occurred, pressing this button we pass with a batch to a previous state that was before entering in mapping error.
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- Changes the status into its previous status, when a mapping error occurs.
There exist a tool bar where to set filters, organize, look for, etc., like as in a the standard SAP reports.
From a cockpit you can navigate the cockpit its allow to navigate into a financial document by pressing on a the document number and from the records you can navigate a record that includes:
of the Record and it is also allow to navigate into the Batch where it is included:
