Content
Purpose
This feature is used to calculate acts that will be viewed later on the Statement.
When accessing the routine, view the screen to configure the Statement Generation of Correspondent:
| Deck of Cards |
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| effectDuration | 0.5 |
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| history | false |
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| id | samples |
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| effectType | fade |
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|
| Card |
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| default | true |
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| id | 1 |
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| label | Information |
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| The first screen displays an explicative message with the purpose of generating the header and the items for the Correspondent Statement, that allows viewing and/or editing values paid to correspondents. Fill out information according to guidelines described in Main Fields. Click Run to process and view the resulting file. |
| Card |
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| default | true |
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| id | 2 |
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| label | Questions |
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| View questions that allow configuring data required in the statement; Fill out information according to guidelines described in Main Fields. |
| Card |
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| default | true |
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| id | 3 |
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| label | Process Log |
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| Information display complies with set parameters and viewing is in columns. |
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Main Fields
| Deck of Cards |
|---|
| effectDuration | 0.5 |
|---|
| history | false |
|---|
| id | samples |
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| effectType | fade |
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Field | Description |
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Period
From/To
| Enter start and end periods. | Correspondening 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. |
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