Linha Microsiga Protheus - Inglês

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  • Legal Management - Protheus 12

Purpose

Meet the needs of Legal Departments of companies to Manage Contingencies, Power of Attorneys and Societal Documents, and facilitate the relationship with partner offices and provide greater synergy between Accounting and Human Resources. 

Provide great organization and management of information belonging to the company's sectors and businesses, increasing the reach of the Legal Department, aligning it to the company's business strategy, making it the holder of information required in strategic decision making, independently from other offices. 

Apart from following up processes with constantly updated data, it allows total control over the value of services provided. 

This way, it offers the following results: 

    • Optimization of intellectual production;
    • Effective contingency management;
    • Improved performance analysis of external offices;
    • Easy information exchange with HR;
    • Updated process information;
    • Electronic process and knowledge base.

Technical Data

Some features that enable the system administrator to customize the system according to its needs: 

The feature Attachment makes it possible to attach a document via GED (Electronic Document Manager) and you may add it to any routine. 

To use this routine you must integrate the tool Interwoven and Microsiga through a Delphi project (DLL for integration between languages). 

The folder GEDIntegration is used to save the project. 

This folder contains the directory structure Repository\FrameWork\Components\Imanage to add the Interwoven Delphi components. 

The name of the DLL generated is SIGAGEDW.dll and it is located on the same folder as the executable file TotvsSmartClient.exe. 

Feature - Attachment
OpenDisplay a document, already attached, for you to read.
Import

Display screen with documents, allowing you to select a document and attach it to the routine.

Select a document from the local machine, import it to the worksite and to attach it to the record.
Attach

Display the screen with the documents, allowing you to select a document and attach it to the routine.

Select a document already imported in the worksite to attach it to a record.
UnattachDelete attached documents.
ExitExit the Attachment screen.

Note

Completion Rules
Routine Caption 
Field Grouping

Note

The system offers a specific search by key word in some routines of the system, which allows you to search the columns listed in the query without needing to select an index, use special characters or lower/upper case letters.

Parameters/Configurations  

Note

You may edit parameters in the routine Parameters of the Configurator module. 

Parameters used in the Legal Management module of Microsiga Protheus® are: 

    Name Description Content 
    MV_ECMEMP
    		 
    Code of company for integration with ECM.
    		   
    MV_ECMPSW
    		 
    Enter password of user with administration privilege on ECM.
    		   
    MV_ECMURL
    		 
    Enter URL of integration with ECM.
    		   
    MV_ECMUSER
    		 
    User with administration privilege on ECM.
    		  
    Parameter name Description Default Content
    MV_JAJUENC 
    Define which reason to enter to add stages to closed processes
    		   
    MV_JALCADA
    		 
    Use scope control of the Purchase module? 1-Yes 2-No
    		 
    2
    		 
    MV_JALTCT
    		 
    Adjust contract information when editing client's default data? .T. True - Adjustment  .F. False – No adjustment.
    		 
    .T.
    MV_JANDAUT Receive stages automatically. 1-Yes; 2-No 2 
    MV_JANDCAN
    		 
    Restrict manipulation of entries regarding stages? 1- Yes; 2 - No.
    		 
    2 
    MV_JANDEXC Define if it stops receiving stages automatically when the process finishes 1-Yes; 2-No. 1 
    MV_JAPROVE
    		 
    Enter default Approval Group used in Guarantee approval.
    		   
    MV_JATLIMI
    		 
    Display message to confirm field update when registering a stage as temporary injunction? 1- Yes; 2 - No.
    		 
    1
    MV_JATOAUT Code of procedural act used to include Stages automatically.   
    MV_JAVALIA
    		 
    Enable evaluation of participation of accredited attorneys, involved parties, and representatives on follow-up?  1- Yes; 2 - No.
    		 
    1
    		 
    MV_JBLQDIS
    		 
    Block record addition/edition when the date is before distribution date? 1-Yes; 2-No.
    		   
    MV_JBLQDTF
    		 
    Block record addition/edition when the date is after current date? 1-Yes; 2-No.
    		 
    2
    		 
    MV_JBLQFER
    		 
    Allow including follow-ups in weekends and holidays? 1- Yes; 2 - No.
    		 
    2
    		 
    MV_JBLQINC
    		 
    Block edition of Prognosis and Object fields when the process in an Incident? .T. True - Block  .F. False – No block.
    		 
    .F.
    		 
    MV_JBSIZE
    		 
    Define percentage for grid in a FMWBrowse in SIGAJURI for resolutions 800, 1024 and 120 DPIs.
    		 
    60,70,80
    		 
    MV_JCAGENC
    		 
    Enter code of bank branch indicated upon creation of automatic surveys when financial/accounting integration is active.
    		  
    MV_JCASO1 Define numbering sequence of Case. 1-By client; 2-Regardless of client. 1
    MV_JCASO2 Reuse blanks in numbering? .T. True - Reuse .F. False – Do not reuse .F. 
    MV_JCASO3
    		 
    Preserve number of original Case in case relocation? .T. True - Maintain .F. False – Do not maintain.
    		 
    .F.
    		 
    MV_JCAWFCO
    		 
    Model path of html of correspondent acceptance workflow.
    		 
    \WORKFLOW\MODELOS\ACEITE_CORRESPONDENTE.HTM
    		 
    MV_JCBANCO
    		 
    Enter code of bank when creating automatic survey with active financial/accounting integration. Example:  033 (Santander Bank)
    		   
    MV_JCCONTA
    		 
    Enter number of checking account indicated upon creation of automatic surveys when financial/accounting integration is active.
    		   
    MV_JCDWFCO
    		 
    Code of correspondent acceptance workflow process registered in workflow configurator.
    		 
    000001
    		 
    MV_JCFGFIX
    		 
    Indicate of search settings have Fixed or Configurable fields. .T. True - Fixed  .F. False – Configurable.
    		 
    .F.
    		 
    MV_JCLDTFP
    		 
    Enter number of months prior to the due date of the grant to calculate the final date of the protocol.
    		 
    12
    		 
    MV_JCLDTIP
    		 
    Enter number of months prior to the due date of the grant to calculate the initial date of the protocol.
    		 
    6
    		 
    MV_JCMOPRO
    		 
    Code of currency - if not entered - used on provision update in Legal Matter.
    		 
    01
    		 
    MV_JCNATUT
    		 
    What is the financial nature of the indexation and interest values of the surveys? Example: 01NATLEV
    		   
    MV_JCRYSER
    		 
    Define if Crystal report is generated by Server or Smartclient. .T. True - Server; .F. False – Smartclient. (Discontinued after deployment of FWMSPrinter technology)
    		 
    .F.
    		 
    MV_JCTBFIN
    		 
    Is the accounting of surveys via Accounting or Financial module? 1- Accounting; 2 - Financial.
    		 
    1
    		 
    MV_JCTIPOT
    		 
    What is the type of bill for indexation and interest values of surveys?
    		 
    NDF
    		 
    MV_JDESCLI
    		 
    Enter Ledger Account used for clients' expenses.
    		  
    MV_JDISURL Enter address of distribution webservices.  
    MV_jDISUSR Enter login which will receive distributions.   
    MV_JDOCPAI
    		 
    Document ID Code in root folder where Legal documents structure is created.
    		   
    MV_JDOCUME
    		 
    Enter type of attachment integration: 1-Worksite; 2-Knowledge base. 3-Fluig
    		 
    1
    		 
    MV_JDTENCE
    		 
    Number of days to enter closing date.
    		   
    MV_JDTENTR
    		 
    Number of days to enter entry date.
    		 
    0
    		 
    MV_JDTVLMO
    		 
    You must enter the fields: Date, Currency, and Amount? Yes; No.
    		 
    1
    		 
    MV_JENCACR
    		 
    Define type of proceeding termination when registering an Agreement. 1- Automatic; 2 - Manual.
    		 
    2
    		 
    MV_JENCAUT
    		 
    Automatically close when process finishes? 1- Yes; 2 - No.
    		 
    2
    		 
    MV_JENCINC

    Close Incidents automatically? 1- Yes; 2 - No.

    		 1 
    MV_JENVENT

    Enable fixed registration of involved parties from external entity information? 1-Yes; 2-No.

    		 1 
    MV_JENVTAB

    Indicate if registration of Involved parties is fixed, thus requiring entering Client and Store. 1- Yes; 2 - No.

    		 2 
    MV_JEXPPTA

    Enable custom export by type of Legal Matter? 1- Yes; 2 - No.

    		 1 
    MV_JFLSUBP

    Name of folders created from the Case folder. (separate names with ;)

    		   
    MV_JFLTPED

    Is the field Funds Request of the Order with Value filtered by the Legal Matter object?  1- Yes; 2 - No.

    		 2 
    MV_JFLUIGA

    Is the integration with Fluig active? 2=Yes; 2=No

    		 2 
    MV_JFLXCOR

    Correspondent flow by follow-up or Legal Matter? 1 - Follow-up; 2 - Legal Matter

    		 1 
    MV_JFTJURI

    Do you have to enter Billing Office and Fee Table in the customer's register due to integration between JURI and PFS? 1- Yes; 2 - No.

    		 1 
    MV_JGEDATU

    Enable document update between bases? 1- Yes; 2 - No.

    		 1 
    MV_JGEDBMA

    Is the invoice broken down when the amount exceeds the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.

    		 .T. 
    MV_JGEDBME

    Is the invoice broken down when the amount is lower than the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.

    		 .T. 
    MV_JGEDDAN
    		 Define name of database for documents in progress.   
    MV_JGEDDEN
    		 Define name of database for closed documents.   
    MV_JGEDDLL
    		 Define .dll for integration with GED (Worksite). SIGAGEDW.dll 
    MV_JGEDSEN
    		 Define Server for closed documents.   
    MV_JGEDSER
    		 Define GED Server (WORKSITE).   
    MV_JGEDTL

    Enable Trust Login on integration with GED (WORKSITE)?  .T. True; .F. False

    		 .T. 
    MV_JHBPESA

    Enable Stage search screen? 1- Yes; 2 - No.

    		 1
    MV_JHBPESD

    Enable Cost and Expense search screen? 1-Yes; 2-No

    		 2 
    MV_JHBPESF

    Enable Follow-up search screen? 1- Yes; 2 - No.

    		 1 
    MV_JHBPESG

    Enable Guarantee/Court Order search screen? 1- Yes; 2 - No.

    		 2 
    MV_JHEXPO

    Remove dash and use grouping line in custom export? 1- Yes; 2 - No.

    		 1 
    MV_JIMPAUT

    Enable automatic document import? 1- Yes; 2 - No.

    		   
    MV_JIMWFCO
    		 Path with image displayed in the correspondent acceptance workflow html. http://www.totvs.com/sites/all/themes/totvs/logo.png 
    MV_JINDPSW
    		 Indicate password used to download index updates from TOTVS repository   
    MV_JINDUSR
    		 Indicate user/login used to download index updates from TOTVS repository  
    MV_JINDPSW Indicate password used to download index updates from TOTVS repository   
    MV_JINSTST

    Does the publication imported to Stage Register as Sentence have the field Instance completed with the current Instance?  1- Yes; 2 - No.

    		 2 
    MV_JINTERH

    Integrate with HR? 1- Yes; 2 - No.

    		 2 
    MV_JINTJUR

    Enable legal base integration? 1 - Active; 2 - Inactive 

    		 2 
    MV_JINTVAL

    Use integration of values with Financial and Accounting modules? 1- Yes; 2 - No

    		 2 
    MV_JKPASS
    		 Define password to connect with Kurier Webservice.   
    MV_JKURL
    		 Define a Kurier Webservice URL for connection.   
    MV_JKUSER
    		 Define a user for Kurier Webservice connection.  
    MV_JLEVGAR

    Close process only when judicial amount of Guarantee is zero (0)? 1-Yes; 2-No.

    		  
    MV_JLFORNT Which is the supply store to enter in automatic creation of recoveries with active financial/accounting integration?  
    MV_JNATDES Indicate nature of expense used when saving bill to Accounts Payable.  
    MV_JNATGAR Indicate nature of guarantee used when saving bill to Accounts Payable. IRF
    MV_JNRCCAS Define code of field Custom of GED (WORKSITE) Case.  
    MV_JNRCCLI Define code of field Custom of GED (WORKSITE) Client.  
    MV_JNT4CLI

    Show clients the stages when importing publication? 1-Yes; 2-No.

    		  
    MV_JNT4FAS Enter code of Procedural Stage used in publication import. 001
    MV_JNUCLI

    Use gaps in Client numbering? .T. True - Use .F. False – Do not use.

    		 .T.
    MV_JNUMCNJ

    Validate CNJ number in case number? 1=Yes; 2=No.

    		 2
    MV_JNUMPRO

    Block entering case number twice? 1- Enable; 2 - Disable.

    		 2
    MV_JOBRENC

    Is the completion of fields in the Closing tab mandatory? 1- Yes; 2 - No

    		 2
    MV_JOBRENV

    Completing fields Client and Store in Involved Party is mandatory: 1-Enabled; 2-Disabled.

    		 2
    MV_JORDENA

    Enter search order and process report: 1-Client\Store\Case; 2-Author\Defendant.

    		 1
    MV_JPERLEV What is the percentage over guarantee amount allowed in survey.  
    MV_JPESPEC

    Enable field General Search to filter information of Proceeding Number; Name of Involved Party and Object Detailing in research and projects. 1- Yes; 2 - No.

    		 2
    MV_JPROCFW Suggest inclusion of a follow-up after process registration? 2
    MV_JPWDEXT User password to attach documents in worksite through SmartClientHTML (External).  
    MV_JQMES1A Number of months to estimate the end of the proceeding, from the date of 1st instance.  
    MV_JQMES2A Number of months to estimate the end of the proceeding, from the date of 2nd instance.  
    MV_JQMESDT Number of months to estimate the end of the proceeding, from the distribution date.  
    MV_JQMESTS Number of months to estimate the end of the proceeding, from the date of Superior Court sentence.  
    MV_JQTDIAC Number of days to accept correspondent when a follow-up is sent to them. 5
    MV_JRELCON

    Enter code of type of involvement to consider in report. If there is more than one code, separate using bars (/).

    		  
    MV_JRESUFW Define a default code for follow-up outcome to add.  001
    MV_JRSTCAD

    Enter if basic register restriction is active. 1-Yes; 2-No.

    		 1
    MV_JRTPAS

    Restrict by Type of Legal Matter when searching proceedings to attach? 1-Yes; 2-No.

    		  
    MV_JSIWFCO Path of site opened when you click on the image of the correspondent acceptance workflow html. http://www.totvs.com/
    MV_JSOCAND Enter code of Involved Party Status register as: In Progress.  
    MV_JSUGPRO

    Automatically suggest prognostic according to object? 1- Yes; 2 - No..

    		 2
    MV_JTER95B

    Enter code of Type of Involvement for corporate report. If there is more than one code, separate using bars (/). Example: 01/02/03.

    		  
    MV_JTETVCO

    Enter code of type of involvement to hold concessions. If there is more than one code, separate using bars (/).    Example: 01/02/03/04

    		  
    MV_JTHEDTM

    Record Overtime (OT) on the day of first register, when type of overtime of the next day is the same and the content of parameter MV_APHEDTM is S?  1- Yes; 2 - No.

    		  
    MV_JTLATVR 
    Enter which screen the system displays for update when you register a stage as sentence. 1-Process values; 2-Values in discussion.
    		  
    MV_JTPANAU Operation method of automatic progress routine. 1-By proceeding; 2-By instance. 1
    MV_JTPDOC 
    Enter type of legal document; <R> Network; <G> GED (Worksite).
    		 G
    MV_JTPENAC 
    Enter which code of closing reason to suggest when a new agreement is entered.
    		  
    MV_JTPIMP 
    Enter type used in file import: 1-XML; 2-Kurier; 3-Both;
    		  
    MV_JTPLEAU 
    Enter code of Type used in the Automatic Guarantee Survey.
    		  
    MV_JTPSGAR 
    Enter Type of Relationship between guarantee and court order to calculate judicial balance: 1 - With attachment; 2 - No attachment.
    		 1
    MV_JTRFWDR 
    Block retroactive follow-up? 1- Yes; 2 - No.
    		 1
    MV_JTRVADT 
    Block inclusion of Stages with date before or after distribution date? 1- Yes; 2 - No.
    		 1
    MV_JTRVEMP 
    Lock field Company in Involved Parties screen when option Client says 'No'? 1-Yes; 2-No.
    		 2
    MV_JTVCONC 
    Enable locking Concessions per Partner? 1-Yes; 2-No
    		  
    MV_JTVENAN 
    Block operations on Stage screen when the process closes? 1- Yes; 2 - No.
    		 1
    MV_JTVENDP 
    Block operations on Expense screen when process closes? 1-Yes; 2-No.
    		 1
    MV_JTVENFW 
    Block operations on the Follow-up screen when the process closes? 1- Yes; 2 - No.
    		 1
    MV_JTVENGA 
    Block operations on the Guarantee screen when the process closes? 1- Yes; 2 - No.
    		 1
    MV_JTVENJF 
    Enable justified editing of screens blocked in Process Closing?  1- Yes; 2 - No.
    		 1
    MV_JTVENPD 
    Block operations on the Orders screen when the process closes? 1- Yes; 2 - No.
    		 1
    MV_JTVENPH 
    Block operations on the HR Docs Order when the process closes? 1-Yes; 2-No.
    		 1
    MV_JTVENPR 
    Block operations on the Process screen when it is closed? 1- Yes; 2 - No.
    		 1
    MV_JVLPROV 
    Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2)
    		  
    MV_JTVRSEN 
    Does the system display the confirmation message to update values when you register a Stage as Sentence? 1- Yes; 2 - No.
    		 1
    MV_JURHS1 
    Enable saving histories? .T. True - Yes  .F. False – No.
    		 .T.
    MV_JURHS2 
    Edit registers / adjust history from previous month? .T. True – Year-Month before the current one. .F. False – Current year/month and updated histories are cleared.
    		 .T.
    MV_JURHS3 
    Use history for Client/Case participations? .T. True - Use .F. False – Do not use.
    		 .T.
    MV_JURLAN1 
    Enter number of business days to enter expenses of closed cases.
    		 10
    MV_JUSREXT 
    User to attach documents in worksite through SmartClientHTML (External).
    		  
    MV_JVINCAF 
    Enable association between Stages and Follow-ups? 1- Yes; 2 - No.
    		 1
    MV_JVLENOB 
    Is completing the field Involved Value mandatory? 1- Yes; 2 - No.
    		 2
    MV_JVLHIST 
    Indicate if indexation historic values are saved. 1-Yes, 2-No.
    		 1
    MV_JVLPROV 
    Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2).
    		 1
    MV_JVLRCO 
    Define if simplified or complete version with all tabs is used in the value/orders screen. 1-Complete; 2-Simplified.
    		 2
    MV_JWFAPRV 
    Parameter that records the ID of the workflow of activity approval created on Fluig.
    		  
    MV_JWFCONS 
    Parameter that records the ID of the workflow of activity query/opinions inclusion created on Fluig.
    		  
    MV_JWSPESQ 
    Activate Client/Case filter on GED (WORKSITE) search? 1- Yes; 2 - No.
    		 2
    Name Description Content
    MV_MCUSTO 
    Is the currency used for checking credit limit the same entered in Client Register?  1- Yes; 2 - No.
    		 2
    Name Description Content
    MV_SABFERI

    Consider Saturdays as holidays when using ValidDate()

    		 S
    Name Description Content
    MV_WFBFERI

    IP ou nome do servidor HTTP                      

    		 127.0.01

    Updates

    Menu options are: 

      Indexation

      • Indexes
      • Value of index
      • Indexation Method
      • Upgradable Values
      • Update Log
      • Researches
      • Customized Export
      • E-mail Delivery
      • Worksite Attachments
      • Restrictions of Basic Registers

      Reports

      • Legal Matters Report
      • Report Parameters
      • Start Reports
      • Report Layouts
      • Texts
      • Variables
      •  Cases Open Monthly
      • Cases Open Period

      Queries 

      Menu options are:

      • Generic

      Miscellaneous 

      Menu options are: 

        • Completion Rules
        • Routine Captions
        • Field Grouping
        • Legal Integration Log
        • Publication Import Log
        • Integration Fluig