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  • Statement Report - JURA191 - Legal Management - P12

Content

Purpose

Enables printing the report for the statement of the correspondent. 

  

When accessing the routine, view the screen to configure the Statement Generation of Correspondent: 

    View screen to configure the report.

    The screen is vertically divided into:

    • Type and Configuration

    Option available in Other Actions/ Parameters; 

    Click on this option, see the questions and enter information according to guidelines described in Main Fields. 

    Option available in Other Actions/ Customize

    The screen is divided into:

    • Report and section and Report configuration.

    Configure and confirm to continue.

    Main Fields 

    Field

    Description

    Period

    From/To

    Enter start and end periods.

    Correspondent Law Firm

    From/To

    Enter the group of correspondents to consider, both initial and final.

    Corresponding Store

    From/To

    Enter the corresponding stores to consider, both initial and final.

    Firm

    From/To

    Enter the firms to consider, both initial and final.

    Area

    From/To

    Enter the area to consider, both initial and final.

    Client

    From/To

    Enter the client to consider, both initial and final.

    Client Store

    From/To

    Enter the stores to consider, both initial and final.

    Status

    Select:

    1-Pending; 2- Approved; 3-Not approved; 4- Closed and 5-All.

    Review

    Select:

    1-Yes; 2-No and 3-All.

    Submitted

    Select:

    1-Yes; 2-No or 3-All.

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