This section allows the user to create and edit origins and societies. From the Sources tab you can see all the sources that currently exist in the database, as well as their user and date of creation. In the search field of the toolbar you can filter the list by the description of the sources.
- Origins:
The field Allow creation, will activate the origins on which we can perform the creation of batches through the Dashboard
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By clicking on any origin, a dialog will open in which the description can be modified. After any modification it is necessary to press the button 'Save'. It is also possible to eliminate the origin, but in those cases where there are no batches associated with that origin. Otherwise the origin can be be deactivated.
To create a new origin, click on the button 
and the same previous detail dialog will be opened, but with the possibility of entering the source identifier in addition to its description. Once you are sure that the entered data is correct, press the 'Save' button.
- Companies:
As for the companies, the procedure is similar. To see the available societies of a determinated determinate origin, select the corresponding origin from the drop-down menu.
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If you want to add a new company, clicking on 
it will open the same previous dialog but with the possibility of editing other fields. First of all, you have to select from the drop-down menu the origin in which you want to create the company and then enter the company identifier, your name and your NIF. Once you are sure that the data is correct, click on 'Save' to create the company code
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In order to be able to carry out conciliations it will be an essential requirement that the company has exactly the same name and NIF as in the Tax Agency. It will also be necessary to fill in the Administration field. If the company applies to both Agencies, the Administration must be filled in with AEAT so that the system can carry out the conciliation. |
- Unregistered companies:
In the "Unregistered companies" section, companies that are not registered in the database but for which there are associated lots are shown. Clicking on a company in the list will show two options. The first, 'Register company', allows to create a new company with the identifiers of origin and
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