1. Batches monitoring

This section shows all the lots sent to the AEAT. By clicking on the 'Export' button, you can download an Excel file with all the results that the filters comply with without limiting the results.

• Pop-Up Filter:

The user will be able to define his search criteria in the Pop-Up that appears.

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:

At the top right we can see different buttons. Their functionalities will be the following ones:

Data filtering  It will allow us to make different filters

Column Hiding  Allows you to add or remove different types of columns

Reprocess  Serves to update and recover modified data or data that currently do not exist.

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 with the warning of the lots for which the action 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.

• Order data columns

By default, batches are sorted by shipping date, but the user can sort them by other criteria by clicking on the corresponding button  and choosing later if you want the ordering to be ascending or descending.

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:

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.

The button allows the user to view records referred to and referring to the record in question. A referenced record is one that has been affected or modified by the current record and a referent record is one that modifies the current record. From this dialog popup by clicking on the links you can navigate to the detail of the batch or the record.

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.