Versões comparadas

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

...

Learn through this diagram the information contemplate the features of the routine: 

Âncora
_GoBack
_GoBack

In the main page of the routine, these options are available:

  Âncoracomposition-deck-Acoescomposition-deck-Acoes

Deck of Cards
idAcoes
Card
defaulttrue
id1
labelSearch

Choose the type of Search of subject in the box of options, in the upper part of the screen. 

Fill out the field(s) of filter for the search of the lawsuit and click option Search in the menu on the left of the screen; 

In the grid, on the bottom part, view the lawsuit related to the applied filter. Click the record to select it; 

Filled out information according to guidelines described in  Main Fields. 

See also the functionalities available in Other Actions. 

See also the features available

...

Search - Lawsuits.

 

Card
nextAfter1
id2
labelClean

 

Card
nextAfter2
id3
labelExit

 



Deck of Cards
idOperations
Card
defaulttrue
id1
labelView

 

Card
nextAfter1
id2
labelAdd

Configure routines:

  • Index,
  • Index Values,
  • Adjustment Method and
  • Updating Values

Configure types of:

  • Legal Subjects,
  • Search and
  • Fields.

 

Informações
titleNote

Configure parameter MV_JPROCFW to enable the addition of follow-up after registering a Lawsuit.
With this configuration, the system displays the question Do you want to register a follow-up for this lawsuit? and when confirming, the system directs to the routine:

  • Follow-up.

Configure parameter MV_JPESPEC to enable General Search to filter information in the search of the lawsuits.

When parameter MV_JNUMCNJ is enabled and the class indicates the use of CNJ when filling out the lawsuit in the instance, if the From/To record, identify the mask, the Judicial District, location from 2nd level and 3rd level not automatically filled out.

View the distribution of the fields on the screen, divided in tabs, according to the selection of the item in the Configuration f the Search: 

Fill out the Configurations and filter. 

Click Search. 

The system returns the records found. 

 

Informações
titleNote
  1. The addition of the Origin Branch field is available to generate reports, when the Legal Subject is not from Corporate or Trademarks and Patents.
  2. Choose lawsuit, right click the mouse, view options, the select Add lawsuit in the printing queue.
  3. In the opened grid on the right side, right click the mouse, then select option Print lawsuit of the printing queue.
  4. View message Has the Adjustment of Values routine already been executed?, then confirm Yes.
  5. Check that there are combos on Parameters of Report screen.
  6. In the Config.Report field, select the option among the ones made available by the system, fill out data and confirm.

 

 

Card
nextAfter2
id3
labelEdit

 

Card
nextAfter3
id4
labelDelete

 

Card
nextAfter4
id5
labelEdition in Batch

 

  1. Enter any filter on the search screen
  2. Select the Legal Subject then click Edition in Batch

...

  1. View screen requesting the completion of fields that must be edited.
  2. Fill out, confirm, then click OK.
  3. After viewing the system processing screen, the confirmation screen with the amount of edited records is displayed.
  4. To exit, click Close.
Informações
titleNote

In case of any inconsistency, the system generates a message requesting the user a confirmation to proceed with manual edition. When selecting Yes, a screen to continue with edition is opened. 

 

 

...


Deck of Cards
idOthers
Card
defaulttrue
id1
labelAdd with

...

Model

Add as Model - Fill out the fields, and to confirm the addition of model, access Other Actions/Save Model, attribute a name, then confirm OK. 

The lawsuit for the substitution of model is the same, then the system asks whether to overwrite file, when the same type and name are used. 

Card
nextAfter1
id2
labelDelete Model

Delete Model - Select one among the models already created, then confirm OK. 

Card
nextAfter2
id3
labelIndexation

 

Card
nextAfter3
id4
labelResend WF

 

Card
nextAfter4
id5
labelSurvey

 

Card
nextAfter5
id6
labelBills

 

 

 

...


Deck of Cards
idReports

...

 

 

Card
defaulttrue
id1
labelPrinting Queue

To print reports or export data in Excel, right click the search grid and choose option:

  • Add process in the Printing Queue,
  • Add all processes in the Printing Queue or
  • Add Concessions in the Printing Queue.

View a new grid of Printing Queue, on the right side of the search.

Right click, then we will have options:

  • Delete all lawsuits of printing queue, 
  • Report printing and Customized Export (Excel), 
  • Print lawsuits of printing queue or even 
  • Print Concessions in the Printing Queue.

When adding records in the printing queue, the System validates whether they are different types of subjects; if positive, it informs that operation is not possible, otherwise, they are added to the queue.

When selecting Printing Concessions of Printing Queue, view the screen to select report, then wait printing. This option is only available in the Corporate subject and for users with right to access.

When issuing the lawsuit report, the System displays in the Config. Report  field, only the configurations for that type of legal subject.

This configuration is performed in the Auxiliary Register Report Configuration.

 

 

 

Card
nextAfter1
id2
labelExport Results

Select the Legal Subject then click Export Results; 

View screen to perform configurations; 

Once configure, click Print. 

When option Spreadsheet option, view the screen of Generation of Spreadsheet; 

Select one of the view options, conclude it, then click Confirm 

 

 

Card
nextAfter2
id3
labelCustomized Export

Query this option with access at Customized Export - JURA108 - Legal Management - P12 

Card
nextAfter3
id4
labelStages

 

Card
nextAfter4
id5
labelFollow-ups

 

...

Card
nextAfter5
id6
labelAgenda Commitments

 

Card
nextAfter6
id7
labelStatement of Warranties

 



Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade
Card
defaulttrue
id1
labelConfigure

In the search of follow-ups, use this resource to view the commitments of all team on screen, including the use of filter.

The commitments are displayed with different background colors per result:

  • Concluded -> Yellow
  • Canceled -> Blue
  • Pending -> Orange
Informações
titleNote

Teams are respectively registered with leaders and subordinates. 

For a better view, add follow-ups for the participants of the team. 

When not selecting a team, only the Follow-ups of the participant linked to the current user is viewed. 

View the Configure

...

 option on screen, and accessing view Wizard for the configuration of the Work Area;

The screen is explicative, then enter the possible divisions as follows:

  • Grid;
  • Fields;
  • Calendar;
  • Chart and
  • WebBrowser;

Enter the amount of sections and to proceed, click Next, then start the completion of sections by indicating the vertical proportion and data of columns;

Fill out the fields, only remembering that WebBrowser option is only available in the configuration of the WebBrowser option.

The

...

 View field and Type fields are made available when the option is Chart then proceed the configuration, click Next;

According to the amount of defined sections. Then, see the screen for configuration displayed in columns. Continue in the configurations, and to conclude, click Finalize;

Now, a well-succeeded screen of configuration is displayed, and the view of the configuration is seen on screen.

 

 

Card
defaulttrue
id3
labelParameter MV_JENVENT enabled

When the parameter MV_JENVENT has content 1 (enabled), place the cursor in the Entity field, and press F3 key to access the Selection of Entities screen, with the purpose of indicating the type of Entities among :-

  • Customers,
  • Contacts,
  • Suppliers,
  • Employees or
  • Adverse Parties;

After selecting the Entity click button ? to access the screen of standard query of the selected type;

Select Entity press OK to return to Involved grid;

Filled out information according to guidelines described in  Main Fields.

See also the functionalities available in Other Actions.

See also the features available in

...

Search - Lawsuits.

 

Card
defaulttrue
id4
labelParameter MV_JENVENT disabled

When  MV_JENVENT

...

 parameter has content entered in 2 (disabled);

  1. Fill out the Customer? field with Yes, if the involved is a customer;
  2. Fill out the Main? field with Yes, if the involved is the main actor of the process;
  3. Fill out the Supplier? field with Yes, if the involved is a supplier;
  4. Fill out the remaining fields according to information available;

Filled out information according to guidelines described in  Main Fields.

See also the functionalities available in Other Actions.

See also the features available in

...

Search - Lawsuits

Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade
Card
id8
labelIncidents

When accessing Other Actions/Incidents select among:

  • Open list of incidents or
  • Open Origin Process

Select the incident and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
Select the Contract Code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.

...

Card
id9
labelBound

When accessing Other Actions/Bound, the system displays the screen to select the

  1. Select the Legal Matter code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
  2. When choosing Bind option, see the screen with fields to be filled out in the upper part.
  3. Fields with a magnifying glass next to it allow to query registered data.
  4. When finishing the registration, confirm in Binding.
Card
id13
labelRelated

When accessing Other Actions/Related, the process relationships screen is accessed. 

In this option, add, edit or delete relationships 

Select the Destination

...

 code and click one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
When choosing Bind option, see the screen with fields to be filled out in the upper part. Fields with a magnifying glass next to it allow to query registered data. When finishing the registration, confirm in Binding.

...

 

Card
id10
labelPurposes

When accessing Other Actions/Objects, the Objects register screen is accessed. 

In this option, add, edit or delete Objects. 

Card
id11
labelWarranties

...

 When accessing Other Actions/Warranties, the Warranties register screen is accessed.

In this option, add, edit or delete Warranties.

  1. In concept, nor all warranties involve values in Financials, however, when an asset is pledged, configure the integration with Financials module (SIGAFIN), as follows:
  2. Configure parameter MV_JINTVAL with 1=Yes, to enable the integration and availability of the Fin. Integ. field on screen.
  3. If content of parameter is 2=No, the field is not viewed.
  4. Besides, configure MV_JALCADA parameter with 2 not to use the control of jurisdictions of Purchases module (SIGACOM);
  5. Fill out the fields of the routine and in the Fin.Integ. field, enter Yes.
Card
id12
labelBilling

When accessing Other Actions/Billing select among:

  • Contract. In this access, the Contracts of Billing.In this option, you can add, edit or delete Contracts of Billing.
  • Fixed Entries In this access, the Fixed Entries screen.In this option, you can only view or research.
  • Fixed Entry Batch In this access, the Fixed Entries in Batch screen is displayed.In this option, you can only view or research.

The completion of the Fin. Integration (item 4) with No, prevents the view of the bill, when the option is activated, upon displaying the following message Bill not found for view..

The Type Code and Currency Code fields are not editable any longer cannot be edited.

Card
id14
labelSave Model

This option is available in Other Actions/Save Model when the option is add. You can save a model with information of the process, to use the main data next registration. 

Card
id15
labelExpenses

When accessing Other Actions/Expenses the following screen is accessed: Expense/Fee 

In this option, add, edit or delete Expenses. 

Find the Payment Term field, then select one among the options available and confirm it. 

Card
id16
labelAttachments

Access Other Actions/Attachments

Configure MV_JDOCUME parameter to view the access to this feature in the routine.

...

 

...

Deck of Cards
effectDuration0.5
historyfalse
idsamples
effectTypefade

...

 

 

Card
defaulttrue
id4
labelHistory

Data presented refers to History of Legal Subject Values.

This option enables you to view the edition in closed processes.

Access Other Actions/History, view and select:

  • Corresponding - presents the edition in the Correspondent register.
  • Process - presents the edition in the proceeding, closed or not, because it can be reopened.

Configure

...

 MV_JTVENPH

...

parameter to block operations when the process is closed.

The MV_JFLXCOR parameter configured with 1 does not allow Corresponding in the instance, but in the Follow-ups register.

When registering Role at Work and configure the User Profile , you can define the access to records, fields, and features for trainees and lawyers.

...