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Promote a test document when the test result is correct. The live copy starts as a new document and gets a CFDI with fiscal value.

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Promote a document

1

Open the test document

In the document list, select Test. Open the document.
2

Select Promote

Select Promote. Transitive starts the live copy of the document.
3

Read the live status

In the document list, show the live environment. The live copy starts with version 1, and Transitive stamps it automatically.

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What changes

  • The test copy keeps its status. Its timeline shows Promoted to live.
  • The live copy and the test copy change independently.
  • If the PAC rejects the live copy, only the live copy is Failed. The test copy does not change.

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When you can promote

Promote is available on a test document that you did not promote before. It is not available on a Not received entry.