Searches - JURA162 - Legal Management - P12

Index

• 1 Purposes
• 2 Mind Map
• 3 Related Contents

Index

Purpose

Use this routine to search:

• Legal

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• Subjects, such as: Name/

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• Number of Lawsuits, through

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

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

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Mind Map

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

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1. Use a process with multiple responsible parties registered.
2. When you click Edit with the lawsuit open, access Related Features / Multiple Responsible Parties.
3. 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.
4. In No, cancel the edit in the history register. View the following message onscreen: Operation Canceled and edit not confirmed.
5. Click Ok in this message screen to cancel the editing of the data in this register, keeping them in their original form.
6. In Yes, fill out field Edit Reason with an explanation / justification.
7. Once you edit the register, view the register screen of the history.
8. If you choose Close to exit, you cancel the history register and the system displays a message: Operation Canceled and editing not confirmed.
9. 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.
10. Click Confirm in the history register to save the data edited in the Multiple Responsible Parties register as well.

• Index,
• Index Values,
• Adjustment Method and
• Updating Values

Configure types of:

• Legal Subjects,
• Search and
• Fields.

 
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 confirming, 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 the fields on the screen, divided in tabs, according to the selection of the item in the Configuration f the Search:
Fill out the Configurations and filter.
Click Search.
The system returns the records found.
 
Note

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

 
 
Edit
 
Delete
 
Edition in Batch
 

1. Enter any filter on the search screen
2. Select the Legal Subject then click Edition in Batch;
3. View screen requesting the completion of fields that must be edited.
4. Fill out, confirm, then click OK.
5. After viewing the system processing screen, the confirmation screen with the amount of edited records is displayed.
6. To exit, click Close.

Note
In case of any inconsistency, the system generates a message requesting the user a confirmation to proceed with manual edition. When selecting Yes, a screen to continue with edition is opened.
 
 

• Add process in the Printing Queue,
• Add all processes in the Printing Queue or
• Add Concessions in the Printing Queue.

View a new grid of Printing Queue, on the right side of the search.
Right click, then we will have options:

• Delete all lawsuits of printing queue, 
• Report printing and Customized Export (Excel), 
• Print lawsuits of printing queue or even 
• Print Concessions in the Printing Queue.

When adding records in the printing queue, the System validates whether they are different types of subjects; if positive, it informs that operation is not possible, otherwise, they are added to the queue.
When selecting Printing Concessions of Printing Queue, view the screen to select report, then wait printing. This option is only available in the Corporate subject and for users with right to access.
When issuing the lawsuit report, the System displays in the Config. Report  field, only the configurations for that type of legal subject.
This configuration is performed in the Auxiliary Register Report Configuration.
 
 
 
Export Results
Select the Legal Subject then click Export Results;
View screen to perform configurations;
Once configure, click Print.
When option Spreadsheet option, view the screen of Generation of Spreadsheet;
Select one of the view options, conclude it, then click Confirm
 
 
Customized Export
Query this option with access atCustomized Export - JURA108 - Legal Management - P12
Stages
 
Follow-ups
 
Commitments Agenda
 
Warranty Statements
 

Configure
In the search of follow-ups, use this resource to view the commitments of all team on screen, including the use of filter.
The commitments are displayed with different background colors per result:

• Concluded -> Yellow
• Canceled -> Blue
• Pending -> Orange

Note
Teams are respectively registered with leaders and subordinates.
For a better view, add follow-ups for the participants of the team.
When not selecting a team, only the Follow-ups of the participant linked to the current user is viewed.
View the Configure option on screen, and accessing view Wizard for the configuration of the Work Area;
The screen is explicative, then enter the possible divisions as follows:

• Grid;
• Fields;
• Calendar;
• Chart and
• WebBrowser;

Enter the amount of sections and to proceed, click Next, then start the completion of sections by indicating the vertical proportion and data of columns;
Fill out the fields, only remembering that WebBrowser option is only available in the configuration of the WebBrowser option.
The View field and Type fields are made available when the option is Chart then proceed the configuration, click Next;
According to the amount of defined sections. Then, see the screen for configuration displayed in columns. Continue in the configurations, and to conclude, click Finalize;
Now, a well-succeeded screen of configuration is displayed, and the view of the configuration is seen on screen.
 
 
Parameter MV_JENVENT enabled
When the parameter MV_JENVENT has content 1 (enabled), place the cursor in the Entity field, and press F3 key to access the Selection of Entities screen, with the purpose of indicating the type of Entities among :-

• Customers,
• Contacts,
• Suppliers,
• Employees or
• Adverse Parties;

After selecting the Entity click button ? to access the screen of standard query of the selected type;
Select Entity press OK to return to Involved grid;
Filled out information according to guidelines described in  Main Fields.
See also the functionalities available in Other Actions.
See also the features available in Other Actions.
Parameter MV_JENVENT disabled
When MV_JENVENT parameter has content entered in 2 (disabled);

1. Fill out the Customer? field with Yes, if the involved is a customer;
2. Fill out the Main? field with Yes, if the involved is the main actor of the process;
3. Fill out the Supplier? field with Yes, if the involved is a supplier;
4. Fill out the remaining fields according to information available;

Filled out information according to guidelines described in  Main Fields.
See also the functionalities available in Other Actions.
See also the features available in Other Actions.
Incidents
When accessing Other Actions/Incidents select among:

• Open list of incidents or
• Open Origin Process

Select the incident and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit. Select the Contract Code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
Related
When accessing Other Actions/Bound, the system displays the screen to select the

1. Select the Legal Matter code and click in one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit.
2. When choosing Bind option, see the screen with fields to be filled out in the upper part.
3. Fields with a magnifying glass next to it allow to query registered data.
4. When finishing the registration, confirm in Binding.

Related
When accessing Other Actions/Related, the process relationships screen is accessed.
In this option, add, edit or delete relationships
Select the Destination code and click one of the available option on the footer of the page, where: View, Edit, Bind, Add, Delete and/or Unbind and Exit. When choosing Bind option, see the screen with fields to be filled out in the upper part. Fields with a magnifying glass next to it allow to query registered data. When finishing the registration, confirm in Binding.
Objects
 
When accessing Other Actions/Objects, the Objects register screen is accessed.
In this option, add, edit or delete Objects.
Warranties
When accessing Other Actions/Warranties, the Warranties register screen is accessed.
In this option, add, edit or delete Warranties.

1. In concept, nor all warranties involve values in Financials, however, when an asset is pledged, configure the integration with Financials module (SIGAFIN), as follows:
2. Configure parameter MV_JINTVAL with 1=Yes, to enable the integration and availability of the Fin. Integ. field on screen.
3. If content of parameter is 2=No, the field is not viewed.
4. Besides, configure MV_JALCADA parameter with 2 not to use the control of jurisdictions of Purchases module (SIGACOM);
5. Fill out the fields of the routine and in the Fin.Integ. field, enter Yes.

Billing
When accessing Other Actions/Billing select among:

• Contract. In this access, the Contracts of Billing.In this option, you can add, edit or delete Contracts of Billing.
• Fixed Entries In this access, the Fixed Entries screen. In this option, you can only view or research.
• Fixed Entry Batch In this access, the Fixed Entries in Batch screen is displayed. In this option, you can only view or research.

The completion of the Fin. Integration (item 4) with No, prevents the view of the bill, when the option is activated, upon displaying the following message Bill not found for view..
The Type Code and Currency Code fields are not editable any longer cannot be edited.
Save Model
This option is available in Other Actions/Save Model when the option is add. You can save a model with information of the process, to use the main data next registration.
Expenses
When accessing Other Actions/Expenses the following screen is accessed: Expense/Fee
In this option, add, edit or delete Expenses.
Find the Payment Term field, then select one among the options available and confirm it.
Attachments
Access Other Actions/Attachments
Configure MV_JDOCUME parameter to view the access to this feature in the routine.

• Corresponding - presents the edition in the Correspondent register.
• Process - presents the edition in the proceeding, closed or not, because it can be reopened.

Configure [ MV_JTVENPH|http://tdn.totvs.com/pages/viewpage.action?pageId=239030162] parameter to block operations when the process is closed.
The MV_JFLXCOR parameter configured with 1 does not allow Corresponding in the instance, but in the Follow-ups register.
When registering Role at Workand configure the User Profile , you can define the access to records, fields, and features for trainees and lawyers.
 

Related Contents

• Searches - Processes
• Customized Export
• Attachments
• Search
• Legal Subject x Fields
• Brand Type
• Brand Status
• Brand Nature
• Action Type

Use option Search with the alternatives:

Attachment / Progress / Follow-up.

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Related Contents

• Searches - Lawsuits
• Customized Export
• Annexes
• Search
• Legal Matter x Fields
• Brand Type
• Brand Status
• Brand Class
• Lawsuit Types