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Using this functionality we can filter by the fields we want. Once the filter is done you can click on "Search". Cancel", "Export" (to download the data corresponding to the filter applied in excel format) and "Save" (saves the filter applied for future searches).
Export
From the filtering screen, the user can export the data in XLS or CSV format depending on the selection made. A pop up will be shown where the desired option is marked
The system will export the data in the desired format taking into account the filters applied in each case. If no data selection is made in the filtering, all the data of the corresponding companies will be exported
- Start screen:
This screen displays the data you have previously selected, sorted in columns.
- Filter / hiding columns / reprocessing and refreshing:
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Reprocess Serves to update and recover modified data or data that currently do not exist.
Also we can reprocess of massive form actioning, a Refresh will allow us to update the data shown
We will have the option of archiving batches. The process will be able to be made in a massive way or by means of selection of the necessary lots pressing the buttons
A pop up will be displayed indicating the number of batches to be archived.
If you press OK, the system will display a confirmation message
We will have the option of massive reprocessing or by means of selection of the lots to reprocess pressing the buttons.
A pop-up will appear to us with the warning of the lots for which it is going to execute the action :
This functionality is used to update information that has been modified in the Dashboard itself. It does not send any kind of information.
Refresh will allow us to update the data shown
Pagination will be executed
Once reprocessed, a confirmation message will be displayed.
Pagination We will be able to navigate to the first and last page of data, as well as paginate one by one.
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There is also the option to hide columns in case some fields are not relevant to the user. By pressing the button on the right side of the table header you can choose which fields to display.
- Number of registries by batch:
Placing the cursor on the number of records in each batch shows the number of records sorted by state. Clicking on one of the batches will display a new screen with the detail of the selected batch.
- Batch Detail detail:
Clicking on 'Batch processing step' will show the steps that the batch has followed in its processing since it is sent to the AEAT until the response is received or an error occurs, indicating the date and time of each step between other properties. From this section you can also download attachments of those processing steps that include files and reprocess the information extracted from those attachments.
Pressing 'Reprocess Batch' displays a dialog where the user must choose whether to reprocess the sending XML, the reply XML, or both. This reprocessing does not imply any sending of information to AEAT.
If we click on any batch, it will navigate to a new screen where more specifically you can see the data of that batch and the status of sending to the AEAT.
From the button the batch will be archived and included in the tile of Archived Batches.
From the button the batch will be able to manage the lots that are inconsistent and its reprocessing is not possible due to the error that generates it, with this option, when marking it as validated, the lot will disappear from the list of inconsistent. There is an option to return to validate it when the user requires it.
- Batch processing steps
In this section you can see the process of changing the status of the batch, the xml sent to the AEAT and the xml response of the AEAT.
The batch can also be reprocessed to retrieve the modified XML data.
We will be able to navigate to the processing errors in case of inconsistencies in the batch processing.
- Attachment
The 'Attachment' tab displays a list of files associated with the batch that can be downloaded by clicking on the corresponding link.
- Batch registries
It is also possible to see the records that make up the batch and access the details of the batch from the 'Invoices / Batch registries' tab. Also in this list you can view some details of each registry without changing the screen, by clicking on the available buttons. Clicking on the button 'Export all' will create a file in Excel format with the registries that make up the batch.
By clicking on the button the user can view the detail of the AEAT response for each record.
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By Clicking you will see the batches in which the record has participated and the user can see the detail of those batches by clicking on the corresponding links
In the lower right part, the following actions will be enabled to execute
- Validate selection: When a batch is in the section of inconsistent batches within the tile information system and once analyzed the inconsistency and resolved or not, we can execute this action to disappear from the list of inconsistent batches.
- Archive selection: It will allow us to archive the selected batches by transferring them to the tile of Archived batches. Keep in mind that these batches will disappear from all the tiles of lots and the registries included in them will disappear from the tiles of registries.
Batches can be unarchived from the tile of Archived Batches
- Archive all: It will archive all batches with the same effect as in Archive Selection.
- Reprocess selection: The system will reprocess only the batches selected in the main panel.
- Reprocess all: The system will reprocess all batches massively.