Joining Contracts
This routine lists contracts of invoicing that can be joined. Fulfilling the requirement of customers that have several cases/contracts at law office and they want to invoice all only once.
The contract joint can be done with contracts of different Group of Customers/Customer/Store, the unique restraint is one contract cannot be associated to more than one contract joint.
When there is a contract joint, its pieces of information are considered in the previous invoice generation, instead of the individual contracts. Even though the previous invoice has registers of only one of the case or contracts of joint.
The contract joint information that prevail to the contract content at the previious invoice issue is:
| • | Previous Ivc Currency - Currency for generating the previous invoice |
| • | Law Ofc Cod. Law office of contract invoicing |
| • | Pre Lang Cod- Language of the previous invoice |
| • | Max Day Prnt- Maximum printing day of previous invoice |
| • | Rev Acron- Acronym of person who will review the previous invoices |
| • | Discr Case - Define if it itemizes all cases at report or if there will be a general bill for grouping the transactions of all cases (content of Inv Bill field). |
| • | Ivc Bill Bill of case grouping: |
| • | Payers (Payers tab) |
| • | Invoice Transfer (Invoice Transfer tab) |
Fill out the Sugg. Contr. field with the code of one contract you want to enter at joint to use it as reference at the fill out of Previous Ivc Curr, Law Ofc Cod and Pre Lang Cod, thus functioning as a facilitator. Besides, this contract is automatically entered as joint contract.
Configure parameter MV_JVLPERJ to check percentage of contracts joint.
Previous conditions - Registers
Of Customers; Cases; Contract of Invoicing.
Procedures
To join the contracts:
| 1. | At Joining Contracts, click Add. |
It displays the screen for adding data, divided into two folders:
Joining Contracts
Fill out the Description and Main Cl fields so the system enables the Suggested Contracts field.
Choose the contract suggested. The system fills out some fields from the contract selected.
Bind the other contracts.
| 2. | Fill out fields according to field help instructions. |
| 3. | Check the data and confirm. |
At this grid, it binds the contracts that are part of the contract joint. It can bind contracts of any Group/Customer/ Store.
At this grid, it displays the cases associated to the contract that is positioned at Data of Contracts Bind. |
Payers
It is displayed in columns with the data related to the payers.
Invoice transfer At this grid, one can list contacts for transferring the invoice.
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