eDocument is created with “to include in a batch” state and in manual way you can:
- Hold: eDocument remains retained without including in a batch.
- Create a batch: it will create a new batch for eDocument
- Add a batch: an eDocument is included inside the existing batch.
In any of the options, the entrance is marked, and you press the corresponding button:
Retain:
Once you mark an eDocument by pressing “ hold up” button , it stays with the “ retain” status.
From the “retained” state you can:
- Add a batch
- Release: a released state is similar to an initial state, the way that it allows to make the same actions.
From the retained state, you cannot create a new batch, for this you should release an eDocument and once is released, create a new batch.
Create a batch:
Once an eDocument is being created with an “include in a batch” state, press “create a batch” to create a new batch where we include an eDocument (a type of the batch that is being created depends on the terms of the conditions that have been configurated):
A state now is changing into: “included in a batch”:
Include in a batch:
We press “include in a batch” when we want to include an eDocument in an existing batch:
The system shows the batches that exists and continuing open to accept new eDocument. (Possible change to validate and only show batches that by definition can include).
A status change now into “included in a batch”
Once eDocument was being included in a batch, it is possible to take it away by pressing “remove from a batch”. In this case the statement changes from “included in a batch” into “ to include in a batch again”.