- Refresh: enable to make an update of the data
- Create a batch: new batch is being created, according with the established configuration which specifies a type of the batch for the eDocument.
- Mark as fixed: accepted with errors records, once the errors are fixed if you don´t change a statement from pop-up of the financial document, you can do it manually.
- Retained: you can retain a record in order not to include to send to a Tax Agency
- Released: a retained record may be released and to be included in the sending process to Tax Agency
- Add a batch: a record will be included in the existing batch
- Take out from a batch: a record will be out from the batch that was previously included and may be included in another batch.
- History: shows the different states that has been passing through an eDocument.
- Referenced: shows the eDocuments that offset selected eDocument or an eDocument that offsets this eDocument.
- Generating and sending XML: XML batch is being generated and sending to Tax Agency.
- XML view to send: before sending the batch to a Tax Agency you can see it in XML, you should select the batch and press a following button:
- Batch appendix: in an appendix, you can see a XML which was sent to a Tax Agency and the answer that we have received:
- Force forwarding actual XML: when technical rejection occurred, we stop trying to send it to Tax Agency, to go back to send once again we press this button.
- Interrupt sending XML: in case of existing any error in a Middelware or a Tax Agency service, to avoid that the system tries continuously to send a batch (sending of a batch is planned to do it in an automatic way by “a Job”), we press this button.
- Discard a batch: the eDocuments included in a batch are taken out from it and stays with a to include in a batch” statement or “fixed as appropriate”
- Fixed a batch: when mapping error occurred, pressing this button we pass with a batch to a previous state that was before entering in mapping error.
Exist a tool bar from where you can set some filters, organize, look for, etc., like in a standard SAP reports.
From a cockpit you can navigate a financial document by pressing on a document number and from the records you can navigate a record that includes:
