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Getting the receipts reported again, and asking for it in the right words

Getting the receipts reported again, and asking for it in the right words

The consolidated e-invoice after a cancellation: where the receipts went · presentation 4 of 4 · for the whole-system operator — you run the books Read the transcript · Back to the series

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The consolidated e-invoice after a cancellation: where the receipts went · presentation 4 of 4

Getting the receipts reported again, and asking for it in the right words

You can state the conditions a receipt must meet before the automatic consolidation run will collect it…

What has to be true

Step 1 — Know the conditions, and the one that is a date

You will be able to say in one sentence what recovery means here.

Where this step sits
    flowchart TD
  s1["1. Know the conditions, and the one…"]
  s2["2. Do not expect the old row…"]
  s3["3. Tell the two endpoints apart…"]
  s4["4. Understand why the right tool is…"]
  s5["5. Ask for named documents…"]
  s6["6. Know about the route that exists…"]
  s7["7. Check the work, and close the…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Do not expect the old row to be revived

You will stop hoping.

What this step names
  1. There is no reset
  2. No undelete
  3. No recovery sweep
  4. No scheduled repair

The two tools

Step 3 — Tell the two endpoints apart, because their names lie

You will never let the wrong one be tried.

What this step names
  1. Hand it a consolidated e-invoice and it finds no source document
  2. Skips it
  3. Writes nothing at all —
  4. Still answers with a cheerful *processed invalid submission documents to batch pool*

Step 4 — Understand why the right tool is safe to ask for

You will ask without worrying about double-reporting.

What you do
  1. Push gendoc to batch pool creates one fresh pool row per document you name…

What to write

Step 5 — Ask for named documents, never for a re-run

Your request will be unambiguous.

  • Write instead: *the consolidated e-invoice for March was cancelled…
  • Attach the cancelled e-invoice's number, and the list of documents you took from its…
Screen capture pending the demo tenant

The Discrepancies Report drill-down listing the source documents inside a consolidated e-invoice

Step 6 — Know about the route that exists and that you cannot press

You will understand a gap rather than be surprised by it.

Screen capture pending the demo tenant

Internal Submission → To IRB E-Invoice, a Cancelled consolidated record with no Resubmit as New E-invoice button

Step 7 — Check the work, and close the month honestly

You will know when you are actually finished.

  • Confirm that new e-invoice reads Valid, and confirm its document count matches what you…

Valid

It now shows a **different** number belonging to a Valid consolidated e-invoice

NarrationSlide 1 of 11

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Nobody is going to tell you: the e-mail, the queue and the report all read clean — transcriptGetting the receipts reported again, and asking for it in the right words — transcript