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Work the pools until nothing is stuck · presentation 4 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Work the pools until nothing is stuck · presentation 4 of 6

Work the Batch Pool without stranding a receipt

You can leave the Batch Pool alone where it is healthy, find the rows the monthly run will never sweep…

Step 1 — Leave the healthy rows alone

You will stop treating the size of this pool as a problem.

Screen capture pending the demo tenant

The Batch Pool listing filtered to last month, tens of thousands of rows, every one of them unprocessed

Step 2 — Hunt the rows that will never be swept

You can find, in one filter, the receipts that would otherwise vanish from your month.

What you do
  1. Filter this pool for failed rows every single cycle
  2. Open one, read the Validation Error panel, fix the underlying customer record…

Step 3 — Pull one receipt out for a customer who asks

You can serve the customer who comes back on the 3rd wanting their own e-invoice.

  • Find their receipt in the Batch Pool, complete the buyer's tax number…

72 hours

…only routes are a cancellation inside 72 hours or a credit note

Step 4 — Know what the Consolidate buttons build

You can use the manual buttons without being surprised by the result.

Screen capture pending the demo tenant

The Batch Pool with rows selected and the Process, Consolidate and Consolidate By Branch buttons above the list

Step 5 — Know what the automatic run takes, and how it dates it

You can predict exactly what tomorrow's scheduled run will do to this pool.

Where this step sits
    flowchart TD
  s1["1. Leave the healthy rows alone"]
  s2["2. Hunt the rows that will never…"]
  s3["3. Pull one receipt out for a…"]
  s4["4. Know what the Consolidate buttons build"]
  s5["5. Know what the automatic run takes…"]
  s6["6. Skip a document only when you…"]
  s7["7. Do not let one sale be…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Step 6 — Skip a document only when you mean it

You can take a sale out of e-invoicing deliberately, and you will know what that does not do.

the 7th

…mistake still becomes a question in front of you on the 7th

Step 7 — Do not let one sale be reported twice

You will avoid the one mistake in this pool that cannot be tidied up quietly.

  • Check the row count in the Batch Pool before you consolidate

72 hours

You have 72 hours from validation to cancel one of them

NarrationSlide 1 of 8

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