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  • Proforma Invoice Operations - JURA202 - Proforma Invoicing of Services - P12

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Deck of Cards
effectDuration0.5
historyfalse
idsample
Card
id1
labelProforma Invoice Tab
FieldDescription
Discount Type

It defines the discount type in the total value of proforma invoice time sheets, with the option Value to determine the discount, or Percentage to determine the percentage.

Depending on the option selected, either field Spec Disc V or field Spec Disc % is enabled.

Increase Type

It defines the increase type in the total value of proforma invoice time sheets, with the option Value to determine the increase, or Percentage to determine the percentage.

Depending on the option selected, either field Spec Incr V or field Spec Incr % is enabled.

Adjustment Type

This field presents 3 (three) options to adjust the total value of proforma invoice time sheets (Proforma Invoice TS Value) or the value of time sheets by Contract/Case (TS Vl of tab Contracts and tab Cases).

The options are:

Time – Use this option to proportionally reduce or increase the value of time sheets. Once you choose this option, when editing field value of Proforma Invoice/Contract/Case time sheets, the system scans their time sheets, proportionally increasing or reducing the hours revised.

Example:

The value of Time Sheets of the Case is BRL 1,000.00, one of which is of BRL 300.00 and the other of BRL 700.00. After the value reduction of Case time sheets to BRL 800.00, both time sheets have their hours reduced to reach the new value, thus the first is changed from BRL 300.00 to BRL 240.00 and the second from BRL 700.00 to BRL 560.00.

Important: to be able to reach the exact value typed, the content of parameter MV_JURTS3 must be set to .T. (True), to allow for fractional time.

Last – You can use this option to proportionally reduce the value of time sheets.

Once you choose this option, when editing field value of Proforma Invoice/Contract/Case time sheets, the system scans their time sheets, removing from time sheets and dividing when needed.

Example:

In a proforma invoice the time sheets value of which is BRL 5,000.00, with 2 (two) cases, one of BRL 4,000.00 and another of BRL 1,000.00 in time sheets, when reducing the proforma invoice value to BRL 2,500.00, the value of each must be reduced to half (50%).

Thus the first acquires the value of BRL 2,000.00 and the second of BRL 500,00. To do so, the system divides, if needed, the latest time sheet of each of the cases to reach the exact value.

Hence, the first case, which had BRL 4,000.00 due to a time sheet of BRL 2,800.00 and another of BRL 1,200.00 (latest), when changing to BRL 2,000.00 the time sheet of BRL 1,200.00 is removed from proforma invoice for later billing or execution of WO, and the time sheet of BRL 2,800.00 is divided in two: one of BRL 2,000.00 and another of BRL 800.00, the last one being also removed from the proforma invoice.

All – As option Last, you can only use this option to proportionally reduce the value of time sheets. The only difference in relation to option Last is that, in this case, instead of removing entries, when a division is needed, all time sheets are divided.

Example:

Value of Time Sheets of case BRL 2,000.00, given that one time sheet is of BRL 600.00 and the other is of BRL 1,400.00. After reducing the value of time sheets of the case to BRL 1,800, both time sheets are divided to reach the new value, partially remaining in the proforma invoice and partially being removed.

Thus, the first is divided in one of BRL 540.00 and another of BRL 60.00, only the first being linked to the proforma invoice. Yet the time sheet of BRL 1,400.00 is divided into one of BRL 1,260.00 and another of BRL 140.00 which leaves the proforma invoice.

Card
id3
labelAba HistóricoHistory Tab
CampoFieldDescriçãoDescription
Automático Automatic (NX4_AUTO)

Informado automaticamenteEntered automatically. O LegalDesk sincroniza apenas os automáticos.LegalDesk only synces the automatic ones.

History Type Tipo de Histórico

Com Emissão, Envio para revisão, Outras Alterações, Alterações do Revisor; Revisão Concluída; Cancelamento; Substituição, é informado pelo sistema. Não há interferência do LegalDesk.

With Issue, Sending to Revision, Other Changes, Reviser Changes; Revision Complete; Cancellation; Substitution, it is entered by the system, with no interference from LegalDesk.

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