LROE monitor general functionality - Annotations

The ‘Annotations’ tab, is provided with the following functionalities:

Open

VIEW XML

Select the corresponding line and click on the View XML button.

Open

A window will be displayed with the corresponding XML for the selected annotation.

HISTORICAL

Select the corresponding line and click on the Historical button.

A pop-up window will be displayed with the historical record of the states through which the selected annotation has passed.

• When an annotation is included in a batch, the Batch No. and Batch Exercise fields will be filled in larger numbers, from which we can navigate to see its details.

• When there is a status change made through the exceptional processing functionality, the corresponding box will be checked to be able to differentiate it from automatic status changes.

EXCEPTIONAL PROCESSING

Select the corresponding line and click on the Exceptional processing button.

A pop-up window will appear that allows you to select the new status that the annotation will have.

Once the new status that the annotation should have has been selected, a confirmation window of the action will be displayed.

After confirming the action, a message will appear confirming that the status change has been successfully executed

DELETE ANNOTATION

The delete functionality is only available for LROE annotations of the following types:

• FR: Issued Invoices

• BI: Investment goods

• CC: Cash accounting scheme (Receipts and Payments)

To delete, the line corresponding to the FR, BI, or CC annotation to be deleted needs to be selected before clicking the "Delete Annotation" button.

A deletion confirmation message will be displayed.

Once deletion is confirmed, a confirmation message of the performed action is displayed before the selected annotations disappear off the ALV screen.

CREATE BATCH

Select the corresponding line and click on the button Create batch.

A pop-up window will be displayed with a confirmation message for the batch creation.

The annotation will change the status of the annotation from Created to Included in batch and a new entry will be generated in the Batch section.

At that time, the fields Lot No. and Lot Exercise will be filled in for the corresponding annotations.

INCLUDE IN BATCH

Select the corresponding line and click on the Include in batch button.

A pop-up window will be displayed with the list of available lots in which the annotation can be included.

The batch is selected and the action of including the annotation in the batch is confirmed

The annotation will be included in the selected batch

REMOVE FROM BATH

Select the corresponding line and click on the button Remove from batch.

A pop-up window will appear informing you that the annotation has been removed from the batch successfully.

The annotation will change its status from Batch Included to Created.

HOLD (Retain)

Select at least one annotation and click on the Hold button.

The status of the annotation will change from Created or Corrected to Modified.

After executing the action, a confirmation message will be displayed.

RELEASE

Select at least one annotation and click on the Release button.

The state of the annotation will change to the state it was in before it was held.

After executing the action, a confirmation message will be displayed.

CORRECT ANNOTATION

Select at least one annotation and click on the Correct annotation button.

The status of the annotation will change from Created or Corrected, as appropriate.