Fields marked with (*) are required.

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

See also the features available in Other Actions.

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

See also the features available in Other Actions.

It displays the main proforma invoice data, such as the Value of Fees and Expenses, the Currency of Proforma Invoice, the Periods of Linked Entries, Value of Discount/Increase, Invoice Reviewer, Maximum Issue Date, etc.

Next, we describe the tabs viewed at the bottom of the screen, related to the Proforma Invoice tab.

Contracts Tab - Displays all contracts linked to the proforma invoice and its values.

• Joining Code – Code of contracts joining, when the contract is linked to one.
• TS Val – Total value of contract time sheets. You can edit it for as long as you choose an adjustment type (field Adjustmt Tp of tab Proforma Invoice).

Fixed Tab – It states all fixed installments linked to the proforma invoice. You can only edit the installment description.

Cases Tab – It displays all cases linked to the contract selected and its values.

• TS Val – Total value of case time sheets. You can edit it for as long as you choose an adjustment type (field Adjustmt Tp of tab Proforma Invoice).
• Spec Disc V – Discount value in the time sheets total of case. You can edit it for as long as you choose option Value in field Discount Type of tab Proforma Invoice.
• Spec Disc % – Discount percentage in time sheets total of case. You can edit it for as long as you choose option Percentage in field Discount Type of tab Proforma Invoice.
• Revised? - Reviser content can be: Yes, No and Partially. Viewing this field depends on the settings of parameters MV_JREVILD and MV_JFSINC entered with the content.
• Revision Inst - memo field in which the reviser adds information for the redactor/invoice clerk.
• Invoicing Inst - memo field in which the redactor/invoice clerk adds information for the reviser.

Profissionals Tab – Displays a Summary of Professionals in case selected.

You can view the same professional more than once if it has entries with different time and/or category values.

Use this tab to edit the number of hours of the professional, in the field corresponding to the type of time used (set in parameter MV_JURTS2, which can be UT, Fractional Hour or Time (HH:MM)), so the system can proportion the change in the time sheets.

You can also edit:

a) Hour Value – Hour value of professional.
b) PI Crr TS Val – Total value of time sheets of professional in the proforma invoice currency. You can change it if you choose an adjustment type (field Adjustment Tp of tab Proforma Invoice).

Time Sheets Tab – Displays the time sheets of the case selected.

Use this tab to change the number of hours of the time sheet in the field corresponding to the time type used (set in parameter MV_JURTS2, which can be UT, Fractional Hour or Time (HH:MM)). You can also edit:

a) Date – Date of time sheet.
b) Rev Emplee Acr – Revised employee acronym; that is, of the employee stated in the invoice. When you edit this field, the time sheet value is recalculated, taking into account the hour value of the acronym of revised professional.

Example:

Time sheet worked by junior professional with hour value of BRL 100.00. If the professional revised is changed to another professional of category Full and hour value of BRL 200.00, the time sheet value doubles. For purposes of profit distribution or employee production analysis, the time worked still refers to the junior professional.

c) Activt Code – Activity code of time sheet. Ex.: Meeting, request preparation, etc.
d) Description – Description of time sheet.
e) Hour Value – Hour value of time sheet professional. When edited in the time sheet, the hour value is valid only for it, not affecting the fees table; however, a new record is created in the proforma invoice for the professional with a different hour value.
f) PI Curr TS Val – Total value of time sheet in proforma invoice currency.

Expenses Tab – Displays the expenses of the case selected. You can only edit the description of the expense (through parameter MV_JALTDSP you can define whether the expense can be edited).

Table Entries Tab – Displays the expenses of the case selected. You can edit only the description of the entry and the field Inv Fee Val, which is the value to be actually invoiced.

Displays data and values of additional invoice.

Keeps a history log of changes to the proforma invoice and allows manual registration, whenever needed.
The automatic records refer to Issue/Redo and to Cancellation/Substitution of the proforma invoice, storing the user, the date, the time and history of the change made.

Option Revision also creates records in the history.

Use this tab to Add, Delete and Edit payers and their data, such as percentage, discount, contact, currency, etc.

At the bottom of this tab, find the grid Invoice Forwarding, which allows adding contacts for receipt of invoice in each payer.

Displays the quotations used for converting entries or for invoices of payers with currency other then domestic.
The daily or monthly quotation is used in accordance with the content of parameter MV_JTPCONV.

This screen displays all entries and cases of the proforma invoice, as well as the aforementioned tabs; however, its focus is to make it easier for partners to view and edit the proforma invoice, leaving only primordial fields for proforma invoice analysis.

a) Essay Option – A text summary of what is being charged in the case.

In the case register itself, you can create a default text, which you can edit in the proforma invoice and view in the invoice report when option Use Essay is selected at the time of issue.

This option is an enabler for the automatic completion of the essay in proforma invoice cases.

When you click it, two options are displayed: Proforma Invoice and Case.

When you select Proforma Invoice, the essay is copied to all proforma invoice cases. When selecting Case it is valid only for the case selected.

Regardless of choice, we then offer the options below, though when choosing Case you can write the essay.

Time Sheets Description - The system builds a text describing all case time sheets. If you choose option Proforma Invoice, this is done for all Cases.

Invoice – Enables selection of an invoice to copy the essays. In this case, fill out the Office and the Invoice.

Case – The essay of the Case register is copied to the case in the proforma invoice.

b) Option Copyr Red PF – This feature copies case essays from the proforma invoice to the case register itself.

c) Option Corr TS Txt – Enables the orthographic correction of selected time sheet description.

d) Option Original Value – Activate this option to view 2 (two) options: Proforma Invoice and Case.

When you select the proforma invoice, the system checks the time sheets of all proforma invoice cases, copying the number of hours entered for the revised number of hours; that is, it returns time sheets to the number of hours worked. You cannot undo this change after confirming it onscreen.

When you select the Case option, these adjustments are made only in the time sheets of the Case selected.

e) Option Operations – This option offers the following operations:

Remove – It removes the contracts, cases and/or entries selected. It is noteworthy that, if a contract is selected, all cases and entris linked to it are also selected. If a case is selected, all entries associated to it will also be removed.

WO – This option executes the WO of the entries selected. If a contract is selected, all entries of cases linked to it are sent to WO. If a case is selected, all entries associated to it have WO.

Transfer – It transfers the selected entries to another case. To do this, open a new screen to choose the Customer/Store/Case to which you will make the transfer.

Divide TS – It divides the time sheets selected, opening a new screen for you to choose the Customer/Store/Case and the time revised and entered of the division, yet with the option to edit the time sheet description.

Add New TS – It opens the time sheet entry screen so you can add new time sheets. If it belongs to a case linked to a proforma invoice contract and it is in the time sheets period of the proforma invoice, it is automatically linked.

Lot Actions TS – This option opens the Time Sheet Lot Operations (available on the Time Sheet screen), filtering only proforma invoice time sheets for editing.

Time Rounding (e-billing) - Use it to round the fractional hours of all proforma invoice time sheets.

Example:

Two proforma invoice time sheets have fractional hours, 0,78 and 0,11. After rounding they become 0,80 and 0,10, respectively.

f) Option Select – It enables the selection of proforma invoice records. You can use it to select at once all contracts, fixed installments, cases, professionals, select time sheets, items listed in tables and expenses of the entire proforma invoice or only of the contract or case selected, or yet to deselect everything.

g) Option New – It allows you to add time sheets, expenses and entries listed in proforma invoice tables, for as long as the entry is in the period filtered for linking at time of proforma invoice issue, and belongs to the case linked to a contract/joining of contracts related to the proforma invoice.

h) Option Summary – It recalculates the proforma invoice values and states a summary onscreen. When entries exist in another currency, it displays one column in the domestic currency and another with the value in the other currency, including the conversion rate. Moreover, the way the recalculation is performed, after the summary the proforma invoice reverses the Analysis status if set to Edited.

Revision – It offers the following options: Send, Return, Issue Invoice and Issue Minute.

Issue Minute: It changes the field Issue Type of the Proforma Invoice for the Minute. The field Issue Type of the Proforma Invoice is used only by the invoicing clerk for control purposes, so this change does not affect the proforma invoice status, nor does it enable the issuing of the minute for this proforma invoice.

Status – It allows editing the status of selected proforma invoices, as follows:

Analysis: The proforma invoices with status Issue Invoice and Issue Minute or Minute Canceled can revert to status Analysis when you activate this option. Proforma invoices with status Edited only revert to status Analysis when you activate options Redo or Summary.

Issue Minute: Use this option to change Proforma Invoices from status Analysis to status Issue Minute. To issue the proforma invoice minute, the proforma invoice must be in this status.

Issue Invoice: Use this option to change Proforma invoices from statuses Analysis or Minute Issued to status Issue Invoice. The proforma invoice must be in status Issue Invoice to become available in the printing/issue queue.

Partner Minute: This works the same way as Issue Minute, though you can use it to differentiate the minute and send it to validation by the Partner of the one validated by the Customer.

Redo – Recalculates the proforma invoice values and gives you the option to create the proforma invoice report on the screen, on Word or Printer. Moreover, the way the recalculation is performed, after redoing it, the proforma invoice reverses the Analysis status if set to Edited.

Change Reviser - Available when the status is: On Review, Analysis or Edited. This feature only becomes available if parameters MV_JFSINC and MV_JREVILD are set to content 1-Yes.

Search

• Search

It allows you to search the information by using filters to organize it based on the index selected, considering, for example, the branch+code.

Image Added

• Filter by Case

Upon access to this option, the system displays the configuration screen.

Check it if you want the option Display only canceled or substituted proforma invoices.

After filling out the fields, click OK to confirm it, or use option Remove Filter.

Status

• Analysis - Proforma invoices with statuses Issue Invoice and Issue Minute or Minute Canceled can revert to status Analysis when you activate this option. Proforma invoices in status Edited only revert to status Analysis when you activate option Redo or Summary.

• Issue Minute - When you access this option, the system displays a screen requesting confirmation to edit the status of the proforma invoices selected.

• Issue Invoice - Changes field Issue Type from Proforma Invoice to Tax Invoice.

• Partner Minute - This works the same way as Issue Minute, though you can use it to differentiate the minute and send it to validation by the Partner of the one validated by the Customer.

Revision

• Sending: Used as a record of Proforma Invoice sending for revision.

A history log of the proforma invoice is created, filling out the Outflow Date, Outflow Time, Reviser and History (for all selected proforma invoices) and changes the billing status of the proforma invoice.

View the screen to enter the Reviser, Outflow Date, Outflow Time, History and Billing Status. The reviser is suggested in the proforma invoice, the outflow date and outflow time are suggested with the date of the server.

• Return - Used as a record of the return of the proforma invoice sent to revision. A history of the proforma invoice is created, filling out the Return Date and Return Time information for the histories with blank return date but with the outflow date filled out. View the screen to enter the proforma invoice billing status and change this field in the proforma invoices selected.

• Issue Invoice -Use this option to change Proforma invoices from statuses Analysis or Minute Issued to status Issue Invoice. The proforma invoice must be in status Issue Invoice to become available in the printing/issue queue. The system displays a screen for you to confirm the action.
  

• Issue Minute: Use this option to change Proforma Invoices from status Analysis to status Issue Minute. To issue the proforma invoice minute, the proforma invoice must be in this status.

All

• Reverse Selection - Use this option to reverse the existing selection. If all records are selected, use this option to deselect them all.

Minute

• Send to Queue - It offers, in the proforma invoice minutes issue queue, the selected proforma invoices in Issue Minute status.

• Issue - It opens the proforma invoice minutes issue screen.

Cancel

It cancels the proforma invoices selected onscreen. This action cannot be undone. You need to issue a new proforma invoice in the Proforma Invoice Issue screen.

Select the proforma invoices you wish to cancel and click this option.

This system displays a confirmation screen.

Redo

It recalculates the proforma invoice values and gives you the option to create the proforma invoice report on the screen, on Word or Printer. Moreover, the way the recalculation is performed, after redoing it, the proforma invoice reverses the Analysis status if set to Edited.

Summary

It recalculates the proforma invoice values and states a summary onscreen. When entries exist in another currency, it displays one column in the domestic currency and another with the value in the other currency, including the conversion rate. Moreover, the way the recalculation is performed, after the summary the proforma invoice reverses the Analysis status if set to Edited.