Index

true

Índice
maxLevel	5
outline

indent	8.1.1
exclude	.*ndice
style	none

Purpose

Use this routine to search:

Legal

...

Subjects, such as: Name/

...

Number of Lawsuits, through

...

the Main or the Breakdown options, by Class, Resource or Incident, Date, Group,

...

Customer and Store
Stages, such as: Date, Procedural Act, Number of Lawsuit.
Follow-ups, such as: Date, Type, Number of Lawsuit, Result.
Warranties, such as: Date, Type, Number of Lawsuit, Value

Based on data returned by the research, you can edit or delete information, besides adding and adjusting values of lawsuits .Based on the lawsuits returned by the search, you can edit or delete information. You can also add and correct lawsuit values and issue reports.

...

Mind Map

In the following diagram, you can find information on Learn through this diagram the information contemplate the features of the routine:

Image Removed

On Image Added

Âncora

	_GoBack
	_GoBack

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

effectDuration

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0.5
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effectType	fade

Card

default	true
id	1
label	Configure

See the option Configure on screen, and when you access it, check the wizard to set up the Work Station;

It is an explicative screen and displays possible divisions, which are:

Grid;
Fields;
Calendar;
Graph and
WebBrowser;

Enter the number of sections and click Next to continue, then fill the sections, indicating vertical proportion and the data on the columns;
Complete the fields, but keep in mind that the option WebBrowser is available only in the setup of option WebBrowser.
Options Field of view and type are available when option is Graph, and to continue with the setup, click Next;
According to the number of sections define. Once you do this, see the configuration screen, which appears in columns. Carry on with configurations and then click Finish;
You will se a configuration successful notification message and you can view the settings on screen

Use this resource to view the commitments of the entire team onscreen. You may even use a filter.

The commitments are displayed with background colors differentiated by result:

Completed -> Yellow
Canceled -> Blue
Pending -> Orange

Informações

title	Note

Teams are registered respectively with leaders and led.

For better viewing, add follow-ups for the team participants.

If you do not select a team, the calendar only displays the Follow-ups of the participant linked to the current user.

View the option Configure onscreen, then view the Configuration Wizard.

The screen is self-explanatory and shows the possible divisions, as follows:

Grid.
Fields.
Calendar.
Chart.
Web Browser.

Enter the quantity of sections and, to continue, click Next. Start filling out the sections, indicating the vertical proportion and column data.

Fill out the fields, keeping in mind that option Web Browser is only available when you configure option Web Browser.

Options Field of Vision and Type are available when option is Chart and, to continue configuring, click Next.

Then, view the configuration screen displayed in columns. Continue configuring and, to finish it, click Finalize.

At this point, the system displays a configuration successful screen and displays the configuration onscreen

.

Card

default	true
id	21
label	Search

Actions / Seaches

Choose the type of Search of subject

Search type

in the box of options

box

,

at

in the

top

upper part of the screen.

The only Legal Matter that has no parties involved is the Advisory one.

Fill out the filter field

Fill out the field(s)

to

of filter for the search of the lawsuit and click

option

option Search

in

in the menu

to

on the left of the screen

.

;
In the grid,

at

on the bottom part, view the lawsuits

that match

related to the applied filter

applied

.
Click the on

a lawsuit

record to select it

.

Click Create and/or Edit to access the lawsuit.

After you fill out the required fields and the other fields, you can view the grid. The completion process takes place in accordance with the option of parameter MV_JENVENT.

Fill out the data in accordance with the instructions found in Main Fields.

See also the features available in Other Actions.

;
Enter information according to guidelines described in Main Fields.

See also the features available in Other Actions.

See also the features available in Search - Lawsuits.

Card

defaultnextAfter	true1
id	32
label	Parameter MV_JENVENT Enabled

When the content of parameter MV_JENVENT is set to 1 (enabled), place the mouse cursor on field Or Entity and press the F3 key to access the Entities Selection screen, in order to select the Entity type from the following options:

Clients.
Contacts.
Suppliers.
Employees.
Opposing Parties.

Select the Entity and click button ? to access the default query screen of the type selected.

After selecting the Entity, press OK to return to grid Parties Involved.

Fill out the data in accordance with the instructions found in Main Fields.

See also the features available in Other Actions.

See also the features available in Search - Lawsuits.

Card

default	true
id	4
label	Parameter MV_JENVENT disabled

When the content of parameter MV_JENVENT is set to 2 (disabled):

Fill out field Client? with Yes, if the party involved is a client.
Fill out field Main? with Yes, if the party involved is the main actor of the lawsuit.
Fill out field Supplier? with Yes, if the party involved is a supplier.
Fill out the other fields in accordance with the information available.

Fill out the data in accordance with the instructions found in Main Fields.

See also the features available in Other Actions.

See also the features available in Search - Lawsuits.

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Card

default	true
id	1
label	Operations

Choose the subject Search type in the options box, at the top of the screen.
The only Legal Matter that has no parties involved is the Advisory one.
Fill out the filter field(s) to search the lawsuit and click option Search in the menu to the left of the screen.
In the grid, at the bottom, view the lawsuits that match the filter applied. Click on a lawsuit to select it.
Click Create and/or Edit to access the lawsuit.
After you fill out the required fields and the other fields, you can view the grid. The completion process takes place in accordance with the option of parameter MV_JENVENT.

Card

id	2
label	View

Use this to view the information registered.

After selecting the information you wish to view, click Ok.
Fill out the data in accordance with the instructions found in Main Fields.
See also the features available in Other Actions.
See also the features available in Search - Lawsuits.

Card

default	true
id	3
label	Add

Configure the routines:

Index.
Index Values.
Correction Methods.
Values Updatable.

Configure the types of:

Legal Matters.
Search.
Fields.

In the fields of the routine, register the following:

Date of Case.
Currency of Case (code and description).
Value of Case.
Updated Value of Case.
Correction Method (code and description).
Date of Last Update.

Click Search for a Lawsuit:

Informações

title	Note

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 wish to register a follow-up for this lawsuit? and, when you confirm it, the system takes you to routine:

Follow-up.

Configure also parameter MV_JPESPEC to enable field General Search to filter lawsuit search information.

When parameter MV_JNUMCNJ is enabled and the class indicates the use of the CNJ, upon entering the lawsuit number in the court level, if the register From/To identifies the mask, the system automatically fills out fields Judiciary District and the locations of the 2nd level and the 3rd level.

View the distribution of the fields onscreen, divided in tabs, in accordance with the selection of the item found in Search Configurations:

Fill out field Configurations and create a filter.

Click Search.

The system returns the record(s) found.

Informações

title	Note

The completion of field Sales Group in routine Clients validates manual addition for fields Client Code and Client Store.

Fill out the data in accordance with the instructions found in Main Fields.

See also the features available in Other Actions.

See also the features available in Search - Lawsuits.

Informações

title	Note

You can add the number of the Branch of Origin to create reports, when the profiles Corporate or Trademarks and Patents do not originate the Legal Matter.
Choose the lawsuit, right-click it, view the options and select Enter Lawsuit in Printing Queue.
In the open grid to the right, right-click to select option Print Lawsuit from Printing Queue.
View message Did You Already Run the Values Correction Routine? Confirm in Yes.
Check for the existence of combos on the Report Parameters screen.
In field Report Config. select an option from those offered by the system, fill out the data and confirm it.

Card

id	4
label	Edit

Select a Legal Matter Code and click Edit.
Access tab Values and fill out fields Case (date, currency and value) and Lawsuit Correction Method.
Click Edit.
The system saves the changes.
Fill out the data in accordance with the instructions found in Main Fields.
See also the features available in Other Actions.
See also the features available in Search - Lawsuits.
Click Close and the system returns to the search screen.

Card

id	5
label	Delete

Select a Legal Matter Code and click Edit.
Access tab Values and fill out the fields of the Case (date, currency and value) and Lawsuit Correction Method.
Click Delete.
The system saves the changes.
Click Close and the system returns to the search screen.

Card

id	6
label	Batch Editing

Select the Legal Matter and click Batch Editing.
View the screen requesting the completion of the fields you wish to edit.
Fill them out, confirm and click Ok.
After viewing the system-processing screen, the system displays the confirmation screen with the quantity of records edited.
To exit, click Close.

Informações

title	Note

If any inconsistency occurs, the system issues a message requesting your confirmation to continue editing manually. If you select Yes, the system opens a screen for you to continue editing.

Card

id	7
label	Multiple Responsible Parties

Access throughOther Actions / Multiple Responsible Parties.

Informações

title	Nota

When you cancel the Multiple Responsible Parties maintenance form, all variables are restored to their original state.

Use a process with multiple responsible parties registered.
When you click Edit with the lawsuit open, access Related Features / Multiple Responsible Parties.
Once you edit one of the records of this register and confirm view message: Multiple Responsible Parties Have Been Edited, you need to fill out the history information. Confirm Operation? and the options are Yes and No.
In No, cancel the edit in the history register. View the following message onscreen: Operation Canceled and edit not confirmed.
Click Ok in this message screen to cancel the editing of the data in this register, keeping them in their original form.
In Yes, fill out field Edit Reason with an explanation / justification.
Once you edit the register, view the register screen of the history.
If you choose Close to exit, you cancel the history register and the system displays a message: Operation Canceled and editing not confirmed.
Click Ok in the message screen to cancel the editing of the data in the Multiple Responsible Parties register, keeping them in their original form.
Click Confirm in the history register to save the data edited in the Multiple Responsible Parties register as well.

Card

id	8
label	Incidents

Access Other Actions / Incidents and select one of the following:

Open incidents list or
Open Lawsuit of Origin

Select the incident and click one of the following options available at the footer of this page: View, Edit, Link, Add, Delete and/or Unlink and Exit.

Select the Contract Code and click one of the following options available at the footer of this page: View, Edit, Link, Add, Delete and/or Unlink and Exit.

Card

id	9
label	Linked

Access Other Actions / Linked to view the lawsuit links selection screen.

Select the Legal Matter code and click one of the options available at the footer of this screen: View, Edit, Link, Add, Delete and/or Unlink and Exit.
When you choose option Link, view the screen at the top with fields for completion.
Those next to a magnifying glass will let you query data already registered.
When you complete the record, click Link.

Card

id	10
label	Objects

Access Other Actions / Objects to open the Objects register screen.

In this option you can add, edit and also delete Objects.

Card

id	11
label	Guarantees

Access Other Actions / Guarantees to view the Guarantees register.

In this option, you can add, edit and delete Guarantees.

Conceptually, not all guarantees involve financial values; however, when you give an asset as a guarantee, you need to configure the integration with the Financials (SIGAFIN) module, as follows:
Set parameter MV_JINTVAL to 1=Yes to enable the integration and make field Financial Integration available onscreen.
If the content of the parameter is 2=No, you cannot view the field.
Then, set parameter MV_JALCADA to 2 to not use the competences control of the Purchases (SIGACOM) module.
Fill out the fields of the routine and in field Financial Integration enter Yes.

Card

id	12
label	Invoicing

When accessing Other Actions / Invoicing, select from the following options:

Contract. The system displays the Invoicing Contracts screen. Use this option to add, edit and delete Invoicing Contracts.
Tabled Entries. The system displays the Table Entries screen. Use this option to either view or search.
Entries Tabled in Batches. The system displays the Entries Tabled in Batches screen. Use this option to either view or search.

Card

id	13
label	Relationships

Access Other Actions / Relationships to view the lawsuit relationships screen.

Use this option to add, edit and delete relationships.

Select code Destination and click one of the following options, available in the footer of this page: View, Edit, Link, Delete and/or Unlink and Exit.

Choose option Link to view a screen with fields you can fill out at the top. Those next to a magnifying glass let you query data already registered. When you complete the record, click Link.

Card

id	14
label	Save Model

Find this option in Other Actions / Save Model, when the option is add.

Card

id	15
label	Despesas

Access Other Actions / Expenses to view the Expense/Fee screen.

Use this option to add, edit and delete Expenses.

Find field Payment Terms and select one of the options available, then confirm it.

Use option Search with the alternatives:

Attachment / Progress / Follow-up.

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effectDuration	0.5
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effectType	fade

Card

default	true
id	1
label	Others - Add as Model

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

The model substitution process is the same. The system asks whether you wish to overwrite the file when using the same type and name.

Card

id	2
label	Delete Model

Delete Model - Select one from the models already created and click Ok to confirm it.

Card

default	true
id	3
label	Indexation

Select again the edited record and click Indexation.
The system issues a message for you to confirm the value updates.
Select Yes to confirm them.
The system updates them and issues a message.
Click Edit, access tab Values and check whether field Value of Case is up to date.
Click No to cancel the operation.

Card

default	true
id	4
label	History

The data presented refers to the History of Legal Matter Values.

Use this option to view the changes to closed lawsuits.

Access Other Actions / History to view and select from the following:

Correspondent – to display changes to the correspondents register.
Lawsuit – to display changes to a closed lawsuit or not, because you could reopen it.

Set parameter MV_JTVENPH to block operations when the lawsuit is closed.

Parameter MV_JFLXCOR, when set to 1, prevents the adding of Correspondents.

When you register the Work Papers and configure the User Profile, you can define the access to registers, fields and features for interns and lawyers.

Deck of Cards

effectDuration	0.5
history	false
id	samples
effectType	fade

Card

id	1
label	Reports

To print a report or to export Excel data, right-click the search grid and choose an option from the following:

Add lawsuit to printing queue.
Add all lawsuits to printing queue or
Add Concessions to printing queue.

View the new Printing Queue grid to the right of the search.

Right-click it again to access the following options:

Delete all printing queue lawsuits.
Report Printing and Customized Export (Excel).
Print lawsuits from printing queue or yet
Print Concessions from printing queue.

When you add records to the printing queue, the System checks whether they belong to different legal matters and, if so, it notifies that no such operation is possible. Otherwise, they enter the queue.

Select Print Concessions from Printing Queue to view the report selection screen and wait for printing.

When you issue the lawsuit report, field Report Configuration displays only the configurations pertaining that legal matter type.

Configure this in the Report Configuration Auxiliary Register.

Card

id	2
label	Printing Queue

In the browser, click Printing Queue. The System opens a session for report configuration.

Select option Print Lawsuits from Printing Queue.

In field Report Configuration, choose the type of document you wish to print. Use the indication arrow to the right to view the options. If needed, fill out the remaining fields. Click OK.

The system displays a screen for you to select the directory in which to save the file created.

Select location to save file.

The document created follows a nomenclature specific of the System.

The System prints the report in text format (Word®).

When you select the configuration of .DOT files, the system enables option Print Document so you can send to the printer. The System disables all other options on this screen for this report type.

When you select the configuration of .PRW files, the opposite occurs; that is, the System disables only field Print Document for editing, enabling the other fields.

Card

id	3
label	Exportar Resultado

Select the Legal Matter and click Export Results.

View the screen to set configurations.

Once configured, click Print.

When you select option Worksheet, view the Worksheet Creation screen.

Select one of the viewing options and click Confirm to finish.

Card

id	4
label	Customized Export

Access Customized Export - JURA108 - Legal Management - P12 to query this option.

...

Field:

...

Description

...

Lawsuit Number

...

Enter the judiciary District.

Example:

São Paulo

...

Example:

Legal

...

Example:

Action for Damages.

...

Only the configurations for that legal matter type.

This configuration is done in the Report Configuration Auxiliary Register.

...

In options Add or Edit, when more than one record exists with this field set to YES, and the content of parameter MV_JENCACR is set to 1-Automatic, field Status is saved with content 2-Closed and the System issues the permission message for only one agreement.

...

As opções de preenchimento são: 1- Em andamento ou 2- Encerrado.

...

Utilize para gravar a data da última reabertura do processo.

...

O preenchimento do parâmetro MV_JCASO1 informado com 1 (numeração única habilitada) habilita este campo ainda que os campos Cliente e Loja não estejam preenchidos.

Nesta situação ao informar este campo, o sistema preenche automaticamente os campos Grupo, Cliente e Loja quando este não esteja preenchidos com os valores relacionados ao caso escolhido. Tanto se forem digitados como se utilizada a consulta padrão (F3).

Quando o parâmetro MV_JCASO1 está informado com 2 (numeração por cliente habilitada) este campo permanece desabilitado até que os campos Cliente e Loja sejam informados.

Nesta situação ao preencher os campos Cliente e Loja este campo fica desabilitado.

...

Utilize a lupa ou a tecla F3 para acessar a consulta padrão. Informações disponibilizadas de CNJ.

Clear

Action / Clear

Enter a filter in the search screen;
Click Clear;
Filters removed;

Card

nextAfter	2
id	3
label	Exit

Action / Exit

Click Exit to leave the routine.

Deck of Cards

id	Operations

Card

default	true
id	1
label	View

Operation / View

Enter a filter in the search screen;
Select record in grid and click View;
View the screen with registered information;
Confirm or Close the screen.

Card

nextAfter	1
id	2
label	Add

Operation / Add

Configure types of:

Legal Subjects,
Search and
Fields.

Informações

title	Note

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

Complete the Configurations field and apply a filter.

Click Search.

The system returns the records found.

Informações

title	Note

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

Card

nextAfter	2
id	3
label	Edit

Operation / Edit

Enter a filter in the search screen;
Select record in grid and click Edit;
View the screen, editing the intended information;
Check information and click Confirm to finish.

Card

nextAfter	3
id	4
label	Delete

Operation / Delete

Enter a filter in the search screen;
Select record in grid and clickDelete;
View screen with the information;
Check the record and Confirm to delete.

Card

nextAfter	4
id	5
label	Edition in Batch

Operation / Edition in Batch

Enter a filter in the search screen;
Select record in grid and click Edition in Batch;
View the screen requesting the completion of the field used in the filter to edit information;
Complete and click OK to confirm;
After viewing the system processing screen, the confirmation screen with the amount of edited records is displayed;
To exit, click Close.

Informações

title	Note

In case of any inconsistency, the system generates a message requesting the user a confirmation to proceed with manual edition.

By selecting Yes, a screen to continue editing opens.

Card

default	true
id	6
label	Add with Model

Others / Add as Model

Fill the fields, and to confirm the addition of the Legal Subject data model, access Other Actions/Save Model, attribute a name, then click OK to confirm.

The process to replace the model is the same, and the system asks if you want to overwrite the file when the same name and type are used.

Card

nextAfter	1
id	7
label	Delete Model

Others / Delete Model

Select one among the models already created, then confirm clicking OK.

Card

nextAfter	2
id	8
label	Indexation

Others / Indexation / Indexation

Configure routines:

Index;
Index Values;
Forms of Indexation and
Ugradeable Values.

Enter Date, Currency, Value and Form of Indexation in Legal Subject;
Select record in grid and click Indexation;
Confirm the operation.

Others / Indexation / Recalculation

Configure routines:

Index;
Index Values;
Forms of Indexation and
Ugradeable Values.

When you activate this option, the system generates the recalculation.

Card

default	true
id	9
label	Printing Queue

Reports / Printing Queue

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

Add process to Printing Queue,
Add all processes to Printing Queue or
Add Concessions to Printing Queue.

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

Right click and you get the following options:

Delete all processes from printing queue,
Report printing and Custom Export (Excel),
Print processes on printing queue or even
Print Concessions on Printing Queue.

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

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

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

This configuration is made in the Auxiliary Register Report Configuration, JUR0048_Configuração_do_novo_relatorio_SIGAJURI.

Card

nextAfter	1
id	10
label	Export Results

Reports / Export Results

Select record in grid and click Export Results;
View screen to perform configurations;
Once configured, click Print;
When option Spreadsheet is selected, view the Spreadsheet Generation screen;
Select one of the viewing options and click Confirm to finish.

Card

id	11
label	Incidents

Access Other Actions/Incidents

The system enables the following options:

Open list of incidents or
Open Origin Process

See instrutions and/or parameter settings to get the intended result.

Image Added

Card

id	12
label	Bound

Access Other Actions / Bound

When you activate this option, the system displays the process bond screen.
This actions allows you to Edit or Add.

Card

default	true
id	13
label	Attachments

Access Other Actions / Attachments / Lawsuit

View the screen to select documents.
Use Other Actions / Wizard, click Select, locate the document and click Next.
Click Finish.

Access Other Actions / Attachments / Instances

Follow the steps described in the previous item.

Card

nextAfter	3
id	14
label	Stages

Access Other Actions / Stages

Click on this option and use the one that suits you best: Add a new stage or Edit to adjust the item selected.

Card

nextAfter	4
id	15
label	Follow-ups

Access Other Actions / Follow-ups

Click on this option and use the one that suits you best: Add a now follow-up or Edit to adjust the selected item.

Card

default	true
id	16
label	Objects

Access Other Actions / Objects

Activate this option and view the screen with the existing objects.
The top menu enables actions such as Add, Edit, View or Delete.

Card

default	true
id	17
label	Warranties

Access Other Actions / Warranties

Click on this option and use the one that suits you best: Add a warranty item or Edit to adjust the selected item.

Card

default	true
id	18
label	Corr.Contr.

Access Other Actions / Corr.Contr.

To view this option, you must complete the fields Instance and Corresponding Code of the instance registration.

Card

default	true
id	19
label	Billing

Access Other Actions / Billing / Contract

Access this option and select either Add a new Billing Agreement or Edit to adjust the selected item.

Other Actions / Billing / Tab. Entry

Access this option and select either View to see information on Tabulated Entry or Search.

Other Actions / Billing / Batch Tab. Entry

Access this option and select either View to see information on Batch Tabulated Entry or Search to locate a new item.

Card

default	true
id	20
label	History

Access Other Actions / History / Corresponding

View the corresponding lawsuit history screen.
This option is for Viewing only.

Other Actions / History / Lawsuit

View the Justification of Change screen.
This option is for Viewing only.

Other Actions / History / Values

View the lawsuit history value screen.
This option is for Viewing only.

Card

default	true
id	21
label	Related

Access Other Actions / Related

The system displays the lawsuit relation screen.
Use options Add, Edit, View, Bind, Delete.

Card

default	true
id	22
label	Save Model

Access Other Actions / Save Model

The ability to save the model is available only for option Add; the option Edit does not enable this.

Card

default	true
id	23
label	Expenses

Access Other Actions / Expenses

View the Expenses / Fees screen and use menu options such as Add, Edit, View or Delete to confirm the action.

Main Fields

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effectDuration	0.5
history	false
id	samples
effectType	fade

Card

default	true
id	1
label	Summary

Fields	Description
Code	Enter code of legal subject. Example: 0000000047
Active Pole	Enter when active pole applies. Example: Client WS
Passive Pole	Enter when passive pole applies. Example:
District	Enter description of district. Example: São Paulo
Jurisdiction / Court	Enter which is the jurisdiction and/or court involved. Example: São Paulo
Court / District	Enter which is the court and/or district involved. Example: São Paulo
Nature	Enter the description of the legal nature. Example: Default
Type	Enter the type of lawsuit. Example: Incident
Lawsuit Number	Enter the number of the lawsuit. Example: 514862542016655542
Status	Select: 1 - In progress or 2- Closed. Example: Closed
Incidents	Enter the number of incidents. Example: 0
Bound	Number of lawsuits bound. Example: 0
Related	Enter the number of related lawsuits. Example: 0

Card

default	true
id	2
label	Detail

Fields	Description
Customer Code	Use the default search and enter a description for the customer code. Example: 000001
Store	Use the default search and enter the store. Example: 01
Case Number	Use the default search and enter the number of the case. Example: 000018
Inclusion Date	Enter the date of inclusion Example: 01/10/2017
Inclusion User	Enter the name of the user who made the inclusion. Example: Leandro
Litisconsorc	Select: 1- Yes or 2-No. Example: 2-No
Office Code	Use the default search and enter the Office Code. Example: São Paulo
Office Code	Field filled automatically after entering Office Code.
Legal Area Code	Use the default search and enter the code of legal area. Example: 001
Legal Area Desc.	Field filled automatically after entering Legal Area Code. Litigation: Litigation.
Partner Acronym	Use the default search and enter the acronym for the coordinator in charge. Example: LPS
Partner	Field filled automatically after entering the Partner Acronym.
Attorney Acronym	Use the default search and enter the acronym that identifies the attorney. Example: JNS
Attorney	Field filled automatically after entering the Attorney Acronym.
Intern Acronym	Use the default search and enter the acronym that identifies the intern. Example: MRC
Intern	Field filled automatically after entering the Intern Acronym.
Rite Code	Use the default search and enter the Rite Code. Example: 001 Default
Subject Code	Use the default search and enter the subject code. Example: 002 Federal Level
Subject	Field filled automatically after entering the Subject Code.
Subject Detail	Memo field for adding details of the subject.
Notes	Memo field for adding information.
Lawsuit Mode	Use the arrow and select: 1- Electronic or 2-Physical.
Legal Secrecy	Use the arrow and select: 1-Yes or 2-No.
Contingency Type	Use the arrow and select 1-Active or 2-Passive.

Card

default	true
id	3
label	Values

Fields	Description
Prognosis Code	Use the default search and enter the code of the prognosis. Example: 02 Probable.
Prognosis Des.	Field filled automatically after entering the Prognosis Code.
F.Correction	Use the default search and enter the code for form of correction. Example: 08 - TST
Description	Field filled automatically after entering the F. Correction.
Cause val. dt.	Enter date for the value of cause.
Cause curr. code	Use the default search and enter the code for the currency related with the cause. Example: 01
Cause curr. sym.	Field filled automatically after entering the Cause Currency Code. Example: R$
Cause value	Enter the value of the cause. Example: 500.00
Current Cause Vl.	Enter the current value of the cause. Example:
Inv. Val. Dt.	Enter date related with the amount involved.
Inv. Curr. Code	Use the default search and enter the code for the currency of the amount involved. Example: 01
Inv. Curr. Sym.	Field filled automatically after entering the Involved Currency Code. Example: Real
Involved Amt.	Enter the amount involved.
Current Inv. Amt.	Enter the current amount involved.
Pro. Amt. Dt.	Enter the date that corresponds to the provision amount.
Pro. Curr. Code	Use the default search and enter the code of the currency used for provision. Example: 01
Pro. Curr. Sym.	Field filled automatically after entering the Provision Currency Code. Example: Real
Provision Amt.	Enter amount of provision.
Curr. Pro. Amt.	Enter the current amount of provision.
Pro. Index. Amt.	Enter indexation amount of provision.
Pro. Int. Amt.	Enter the amount that corresponds to interests for provision.
Last Upg. Dt.	Enter date of last upgrade.
Balance in Court	Enter amount of balance in court.

Card

default	true
id	4
label	Closing

Fields	Description
Status	Select: 1-In progress or 2-Closed. Example: Closed
Closing Date	Enter date of closing.
Final Amt.	Enter final amount.
Clos. Reas. Code	Use the default search and enter the code for the reason of closing. Example: 002
Clos. Reas. Desc.	Field filled automatically after entering the Closing Reason Code. Example: Closing
Closing Det.	Enter description to detail the closing.

Card

default	true
id	5
label	Involved

Fields	Description
Orig. Entity	By default search, select an origin entity. Example: SA1
Entity Code	Field filled automatically after entering Orig. Entity.
Entity Desc.	Field filled automatically after entering Orig. Entity.
Main?	Use the arrow to select Yes or No.
Pole	Use the arrow to select: 1-Active Pole; 2-Passive Pole; 3- Interested Third Party; 4-Involved Partnership; 5-Partner Participation; 6- Administration. Example: Active Pole
Inv. Type Code	Use the default search and select the code for the type involved. Example: 01
Inv. Type Desc.	Field filled automatically after entering Inv. Type Code. Example: Defendant
Customer	This field is filled automatically after including the search. Example: JUR001
Store	This field is filled automatically after including the search. Example: 01
Name	This field is filled automatically after including the search. Example: Company US
Supplier Code	This field is filled automatically after including the search.
Supplier Store	This field is filled automatically after including the search.
Person Type	Select: 1- Individual or 2- Company Exemplo: 2-Company
CNPJ/CPF	Enter CNPJ number if company or CPF if individual.
C Pt Att Code	Field used to describe the code of the attorney of the opposing party. Example: 001
C Pt Att Des	Field filled automatically after entering C Pt Att Code. Example: Jose Marcos Mendes
Telephone	Enter phone number.
Observation	Use this field to add related information.
Cust Wrk Plc Code	Use the default search to select the code for the customer's workplace. Example: 001
Cust Wrk Plc Desc	Field filled automatically after entering Cust. Wrk. Plc. Code.
Customer Address	Example: Rua Afonso
District	Example: Jau
State	Example: SP
Price	Example: 1,000.00

Card

default	true
id	6
label	Instances

Field	Description
Instance	Enter the content of this field for the proper view of Correspondent Contact information (in Other Actions). Example: 1st instance
Current Instance	Use the search to define if this is the current Instance. 1=Yes or 2=No. Example: Yes
Nature Code	Use the default search to select the code of Nature. Example: 001
Nature Des.	Field filled automatically after entering Nature Code. Example: Default Nature.
Lawsuit Number	Enter the number of the lawsuit. Example: 00010201-49-2011.5.01.0203
Prev. Lawsuit No.	Enter the number of the previous lawsuit, if any.
Action Type Code	Use the default search to select the code of the type of action. Example: 001
Action Type Des.	Field filled automatically after entering Action Type Code. Example: Compensatory
State	Use the default search to select the State. Example: SP
District Code	Use the default search to select the State. Example: 0001
District Des.	Field filled automatically after entering District Code.
2nd lvl loc Code	Use the default search to select the code of second level location. Example: 00001
2nd lvl loc Des.	Field filled automatically after entering 2nd lvl loc Des.
3rd lvl loc Code	Use the default search to select the third level location code. Example: 00006
3rd lvl loc Des.	Field filled automatically after entering the 3rd lvl loc Code.
Correspondent Code	Use the default search to select the code of the correspondent. Important: The content of this field is related to the proper viewing of the Correspondent Contract information (in Other Actions).
Store	Enter the name of the store related with this register.
Correspondent Name	Field used to enter the name of the correspondent after entering the Correspondent Code.
Attorney Code	Field to enter the code of the attorney.
Attorney Name	Field filled automatically after entering the Attorney Code.
Decision code	Use the default search to select and/or add a decision code. Example: 001
Decision Des.	Field filled automatically after entering the Decision Code. Exemplo: Conclusive
Descision Date	Enter date for decision.
Note	This field is for adding relevant information and that correspond to this instance.
	Use the arrow to select: 1-Yes or 2-No. Example: 2-No
Execution Date	Enter the date of execution, when applicable.
Distribution	Enter the date of distribution, when applicable. Example: 01/20/2017
Automatic And.	Use the arrow to select 1-Yes or 2-No. Example: Yes

Card

default	true
id	7
label	Negociations

Field	Description
Code	Use the default search to select the code. Example: 0000000019
Date	Enter the date of negotiation. Example: 12/20/2016
Currency	Use the dafult search and select the currency. Example: 01
Currency Symbol	Field filled automatically after entering the Currency. Example: Real
Amount	Enter the amount of negotiation in the selected currency. Example: 580.00
Payment Term	Use the default search to select the payment term. Example: 001 cash payment
No. Installments	Enter the number of installments. Example: 3
Bank Code	Use the default search to select the code of the bank used in negotiation. Example: 001
Branch Code	Field filled automatically after entering the code of the Bank.
Account Code	Field filled automatically after entering the code of the Bank.
Bank Name	Field filled automatically after entering the code of the Bank.
Branch Name	Enter the name of the branch. Example: Pça da República
Due Date	Enter the due date concerning to the negotiation. Example: 02/28/2017
Type	Use the arrow to select 1- Proposal or 2- Counter-proposal Example: 1-Proposal
Done?	Use the arrow to select 1-Yes or 2-No. Example: 1-Yes
Note	This field is for adding data relevant to the negotiation.
Contact Code	Use the default search and select the code of the contact. Example: 000001
Contact Name	Field filled automatically after entering Contact Code.
Telephone	Enter phone number of contact. Example: 3988.33.44
E-mail	Enter e-mail of contact. Example: [email protected]
Status Code	Use the default search and enter the status code. Example: 002
Status Desc.	Field filled automatically after entering Status Code.
Inclusion Dt.	Enter date of inclusion.
Inclusion User	Field filled automatically according to system login.
Edition User	Field filled automatically according to system login.
Edition Date	Field filled automatically by the date of access to the system. Example: 02/10/2017

Card

default	true
id	8
label	Root Causes

Field

Description

Root Cause

Use the default search to select the code for the root cause that best applies.

Example:

0001

Description of root cause

Field filles automatically after selecting the code for the Root Cause.

Example:

Harassment

Páginas filhas

Versões comparadas

Versão antiga 41

Nova versão Atual

Chave

Index

Purpose

Mind Map

Main Fields

Related Contents

Related Contents

Páginas filhas

Histórico da Página

Versões comparadas

Versão antiga 41

Nova versão Atual

Chave

Index

Purpose

Mind Map

Main Fields

Related Contents

Related Contents