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  • DT_Provision_Audit

DT_Provision Audit

Requirement Features

Product Line:

Microsiga Protheus®

Industry:

Legal

Module:

SIGAJURI

Routine:

Routine

Technical Name

JURA112a

Audit Report of Provision Detailed and Summarized

Routine(s) involved

Technical Name

JURA094

Values in Discussion

JURA095Legal Subjects
JURA105Related Parts
JURA112Accounting
JURXFUNBSIGAJURI Generic Routines
JURXLOAD Loads initial information of SIGAJURI
RUP_JURISIGAJURI Data Dictionary Update
TJURPESQFWFollow-up Search

TJURPESQUISA

Search

Initial Registration:

Prognostic Register; Follow-up Result Register; Follow-up Type Register

Parameter(s):

MV_JVLPROV - 1=Provision value edited by process or 2=Provision value by screen of order values;
MV_JCMOPRO - Code of provision currency that will be used on the provision update, when the currency is not completed on the legal matter. 

Request (ISSUE):PCREQ-3710

Country(ies):

All

Database:

All

Tables:

NQS - Follow-up Types;
NQN - Follow-up Result;
NQ7 - Prognostic;
NTA - Follow-up;
NZK - Follow-up Tasks;
NSZ - Legal Matters;
NSY - Discussion Values;
NV3 - Transaction History.

Operational system(s):

Windows

Versions/Release:

12.1.7



Description 

Allows to control the legal liability provision, issuing the audit report for provisioned values, prognostic control. 

 

Procedures for Implantation 

The system is updated right after applying the update package (Patch) of this ticket. 

1.      Apply the ticket patch and run the routine UPDDISTR once. 

2.      On the module SIGACFG access Database\Dictionary\Database and check that parameters MV_JVLPROV and MV_JCMOPRO are created according to specifications below:

 

Variable Name:

MV_JVLPROV

Type:

C

Description:

Indica se o valor de provisão será o valor Indicado no processo (valor = 1) ou se virá da tela de valores dos pedidos (2)

Default Value:

1


 

Configuration Procedures

CONFIGURATION OF MENUS

1. On the Configurator (SIGACFG), access Environments/Register/Menu (CFGX013) and enter the new menu option Provision Audit, according to the following instructions:

Menu

Updates

Submenu

Legal Subjects

Routine Name

Provision Audit

Program

JURA112a

Module

SIGAJURI

Type

Default Protheus

 

Procedures for Use

  1. On Legal (SIGAJURI), access Updates / Legal / Follow-ups /  Type (JURA021); register or edit a type and configure fields Approv. Term and Approval Tp.; 
  2. Now access Updates / Legal / Follow-ups /  Result (JURA017), Register or Edit a result keeping it  with the type 4 - In Approval; 
  3. Access Updates / Legal / Legal Matters / Prognostic (JURA006), Register or Edit a prognostic keeping it with the type 1 - Probable; 
  4. Access the routine of Legal Matters Search Updates / Legal Matters / Search (JURA162) and check that the system displays the legal matter search. 
  5. Add a new process or edit an existing one; 
  6. Edit the field provision value which is on the values grouping, complete the necessary fields to save the modification; 
  7. When the modification is saved, a message reporting the need of approving the approval follow-up of provision value is displayed, to apply the update of the process value; 
  8. After clicking Close on the message above, the process returns to the provision value that was before the modification; 
  9. In this very moment an approval follow-up of provision value is generated, with pending status. 
  10. Access the Follow-up routine in  Updates / Legal Matters / Follow-ups (JURA106). 
  11. Search the follow-ups and locate the one with the status 4 - Under Approval, its subtitle is white; 
  12. This follow-up must have its result modified to completed, to apply the provision value modification on process; 
  13. The result modification to completed is executed via FLUIG. 
  14. For more details access DT_PCREQ-4267_Fluig_Follow-up Approval Flow; 
  15. After modifying the follow-up to completed the process is updated and the table NV3 - Transaction History is generated, used on accounting processes; 
  16. Access the Legal Matters Search routine in  Updates / Legal Matters / Search (JURA162). 
  17. Search the process that had the provision value edited and view it; 
  18. Check the provision values; 
  19. This very same approval process, will also be executed, by modifying the process to the status Closed. 
  20. Access the Accounting routine in  Updates / Legal Matters / Accounting (JURA112). 
  21. In this routine click the option Accounting; 
  22. Access the option Questions and configure the parameters and then  Run; 
  23. In this moment the provision values above generated will be accounted; 
  24. Access the Provision Audit routine in  Updates / Legal Matters / Provision Audit (JURA112a). 
  25. Complete the cutting date parameters, in order that it ranges accountings executed on the previous item; 
  26. Click Audit; in this moment 2 Excel files are generated; 
  27. Detailed Audit Report, with the provision value information of each process one by one; 
  28. Summarized Audit Report, with the provision value information grouped by the modification status;