In this section you will see all the new batches created from incorrect batches or accepted with errors
It will be necessary to add the Tile to the users necessary for the creation of lots.
- Pop-up Filter
The user can define their search criteria in the Pop-Up that appears.
Using this functionality we can filter by the necessary fields. Once the filter is done, we can "Search", "Cancel" and "Save" (save the filter applied for future searches).
- Starting screen
This screen shows the data that has been previously selected, arranged in columns.
All batches generated through the Dashboard will be created with a Batch Guid and an external Label different from the rest of the batches as it can be seen in the capture of the list shown in the Batch Creation
- Order data columns
By default, the batches are sorted by creation date, but the user can sort them by other criteria by clicking on the corresponding button and then choosing if he wants the order to be ascending or descending.
Setting up origins for the creation of new batches
It will be necessary before creating the new batches, in the Tile Origin and Company Management to configure the origins to which we will have access for the creation.
By marking the Flag of Allow Creation, we will activate the necessary sources
- Creating the new batch
The creation of new batches will be allowed only with relevant records, in an incorrect state or accepted with errors coming from the same batch, and it will not be possible to select the rest of the states (Successful, Sent/Not answered) or the selection of records from different batches.
Accessing Batch Monitoring, we will select the corresponding batch and go to the Invoices / Batch Records section.
Select the record(s) to include in the new batch and enable the button FALTA BOTON
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By clicking on Create Batch the system will display a Pop up
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Once accepted it will take you to the Edit Batch screen.
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At this point we will have different options to carry out:
- Save the batch - The new batch will be created that we can edit from the Batch Creation Tile
- Save and send the batch - We will edit and send the batch to the AEAT. Once submitted, no changes to the records will be allowed.
Batch editing:
Accessing the Batch Creation Tile, if we click on any batch, we will navigate to a new screen where we will see:
Detail of the lot, which will show common information of the records according to the Book and the Operation. Some of them will be editable.
Records, where we will see the records that have been included in the new batch and the status of the first batch sent to AEAT, will always be incorrect or accepted with errors.
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