Main Fields and Controls

 Proforma Tab – Displays the main information on proforma, such as Fees Value and Expenses, the Proforma Currency, the Associated Entry Periods, Discount/Addition Value, Invoice Revision, Issue Maximum Date etc.

Time – Use this option for proportional reduction or addition of the time sheets values. Once you choose this option, when changing time sheets value of Proforma/Contract/Case, the system covers their time sheets, reducing or decreasing proportionally reviewed hours.

Example:

Value of Time Sheets of Case of R$ 1.000,00, with a time sheet of R$ 300,00 and another of R$ 700,00.

After reducing the time sheets value of Case for R$ 800,00 the 2 (two) time sheets has reduced hours to reach a new value, so, the first one is changed from R$ 300,00 to R$ 240,00 and the second one from R$ 700,00 to R$ 560,00.

Important: To reach the exact value entered, the content of parameter MV_JURTS3 must be set as .T. (True), to enable the time is fractionated.

Last – This option is used for proportional reduction of time sheets value.

Once you choose this option, when changing time sheets value of Proforma/Contract/Case, the system covers their time sheets, removing the time sheets and the division when necessary.

Example:

In a proforma whose time sheets values are R$ 5.000,00, with 2 (two) cases, one of R$ 4.000,00 and another of R$ 1.000,00 in time sheets, when reducing the proforma value to R$ 2.500,00 the value of each one must be reduced to half (50%).

Therefore, the first one assumes value of R$ 2.000,00 and the second one R$ 500,00. So, the system divides, if necessary, the most recent time sheet of each one of the cases to reach the exact value.

So, the first case that has R$ 4.000,00 due to time sheet of R$ 2.800,00 and another of R$ 1.200,00 (most recent), when changing to R$ 2.000,00 has time sheet of R$ 1.200,00 removed from proforma for later collection or WO execution, and time sheet of R$ 2.800,00 is split in two: one of R$ 2.000,00 and another of R$ 800,00, and the last one is removed from proforma as well.  

All – This option, as option Last is only used for proportional reduction of time sheets value. The only difference in relation to option Last is: in this case, instead of removing entries during division, all time sheets are divided.

Example:

Value of Time Sheets of Case of R$ 2.000,00, with a time sheet of R$ 600,00 and another of R$ 1,400,00. After reduction of time sheets value of the case for R$ 1.800,00 the 2 (two) time sheets are divided to reach a new value, half in proforma, another half in removal.

Therefore, the first one is divided in one of R$ 540,00 and another of R$ 60,00 and only the first is linked to proforma. In relation to time sheet of R$ 1.400,00, it is divided in one of R$ 1.260,00 and another of R$ 140,00 from proforma.  

Below we describe the tabs displayed at the bottom of the screen, related to the Proforma Invoice tab

Contracts Tab – Display all contracts associated to proforma and values.

Junction Code – Contracts junction code, when the contract is associated to one.

Vl TS – Total value of time sheets of contract. It can be change as long as an adjust type is chosen (field Adjust Tp of Proforma tab).

Fixed Tab – Displays fixed installments associated to proforma. Only installment description can be changed.

Cases Tab – Displays all cases related to contract in which it is placed and its values as well.

d)Revised? the Revisor content may be: Yes, No and Partially. Viewing this field depends on the configuration of parameters MV_JREVILD and MV_JFSINC with the content 1.

e)Inst.Revision field memo in which the reviser adds information for the redactor/invoicing clerk.

Professionals Tab – Displays the Summary or Professionals of the case in which it is placed.

The same professional can be viewed more than once if it has entries with hour value and/or different categories.

Using this tab, you can change the quantity of hours of the professional in the field corresponding to the used time type (defined in parameter MV_JURTS2, and it can be UT, Fractionated Hour or Time (HH:MM)), so the system apportions the change in the time sheets. You can also change:

 a) Hour Value– Professional hour value.

 b) Pf Curr TS Vl – Total value of time sheets of proforma currency professional. It can be change as long as an adjust type is chosen (field Adjust Tp of Proforma tab).

Time Sheets Tabs – Displays the time sheets of the case in which it is placed.

 Using this tab, you can change the quantity of hours of the time sheet in the field corresponding to the used time type (defined in the parameter MV_JURTS2, and it can be UT, Fractionated Time or Time (HH:MM)). You can also change:

 a) Date – Time sheet date.

 b) Rev Part Acr – Revised Participant Acronym, that is, participant displayed in the invoice.

 When changing this field, the time sheet value is recalculated by considering the hour value of the revised professional acronym.

 Example:

 Time sheet worked by professional of Junior category that has hour value of R$ 100,00. If the revised professional is changed for another professional whose category is Operational e hour value of R$ 200,00, the time sheet value is doubled. To distribute profits or professional production analysis, the worked time keeps referring to Junior professional.

 c) Activ Code – Activity code of time sheet. Example: Meeting, Petition Elaboration etc.

 d) Description – Description of time sheet.

 e) Hour Value – Hour Value of time sheet professional. When changed in the time sheet, the hour value only worths for it, and there is no consequence in the fees table. But, in the proforma, a new record is created for the professional with differentiated hour value.

 f) Pf Curr TS Vl – Total value of time sheets in proforma currency.

At the bottom of the screen the Expenses Tab – Displays the time sheets of the case in which it is placed. Enables to only change the expense description (by parameter MV_JALTDSP you can define if the expense can be changed).

At the bottom of the screen the Fixed Entries Tab – Displays the expenses of the case in which it is placed. Enables to only change the description of the entry and the field Inv Fee Vl, that is the value invoiced.

Additional Inv. Tab – Displays additional invoice values and data.

History Tab – Keeps history of proforma changes and allows manual record when necessary.

 Automatic records refer to issue/redo and cancellation/substitution of the proforma, storing user, date, time and change history. Option Revision also creates records in history.

  Field Automatic (NX4_AUTO) is filled out automatically. LegalDesk syncs only the automatics.

Field History Type, with Issue, Sending to Revision, Other Changes, Reviser Changes; Revision Finished; Cancelation; Substitution, is filled out by the system, with no interference from LegalDesk.

Payers Tab – In this tab, you can use the addition, deletion, change of payers and information, such as, percent, discount, contact, currency etc. On the bottom part of this tab, see Invoice Follow-up grid enabling the addition of contacts to receive invoice in each payer.

Quotation Tab – Displays quotation used for conversion of entries or to use it for payer invoices with national different currency.

Daily or monthly quotation is used according to content of parameter MV_JTPCONV.

Revision Tab – This screen displays all entries and proforma cases, as well as tabs described above, but, it focuses in enabling you to view and change the proforma on the part of the partnership, leaving only important fields for proforma analysis.

a) Composition Option – It is a summary text being collected in the case.

In the case file, you can determine a standard text that is changed in proforma and is displayed in the invoice report when option Use Composition that is selected during issue. This option is a facilitator for automatic completion of composition in proforma cases.

Two options are displayed: Proforma and Case. When selectingProforma, the composition is replied for all proforma cases, when selecting Case, it is only for the case in which is is placed. Irrespective of the choice, then options below are available, with one difference: when opting Case, you can reenter composition.

Time Sheets Description – The system builds a text with all descriptions of time sheets of the case. If option Proforma option, it is for all Cases.

Invoice – Enables you to select an invoice for compositions copy. In this case, fill out the Office and the Invoice.

Case – The composition of the Case file is copied for proforma case.

b) Option Copy PF Comp – This functionality copies compositions of proforma cases for the case file.

c) Option Corr Txt TS – Enables orthographic correction of time sheet description in which it is placed.

d) Option Original Value – When activating this option, view 2 (two) options: Proforma and Case.

When selecting Proforma, the system checks the time sheets of all proforma cases replying the quantity of hours entered for the quantity of hours revised, that is, returns the time sheets for the quantity of hours worked. This change is not reversible, after screen confirmation.

When option Case is selected, the adjustment is only performed in time sheets of the Case in which it is placed.

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

Remove – Remove the contracts, cases and/or selected entries. It is important to highlight that if a contract is selected, all cases and entries associated to it are selected as well; if a case is selected, all entries related to it are also removed.

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

Transfer – Transfer selected entries for another case. A new screen is opened to choose Customer/Store/Case to which the transfer is performed.

Divide TS – Divides selected time sheets, and a new screen is opened to choose the Customer/Store/Case and division time revised and entered. You can also edit time sheet description.

Add New TS – Enables you to add a new time sheet through opening of the entry screen of time sheet. If it is an associated case to any proforma contract and is in the period of time sheets of proforma, it is automatically associated.

Actions in Lot TS – This option opens the Operations in Lot of Time Sheet (available in Time Sheet screen) filtering only time sheets of proforma for change.

Rounding up hours (e-billing) - Used for the rounding up of fractionated hours of all proforma time sheets.

Example:

Two Time sheets of proforma have fractionated revised hours, 0,79 and 0,11. After rounding up, they respectively become 0,80 and 0,10.

Important: This option only works when content of parameter MV_JURTS3 is set as .T. (True), in relation to fractionated hours permission.

 f) Option Select – It is a facilitator of proforma records selection. Enables you to select at once all contracts, fixed installments, cases, professionals, select the time sheets, fixed prices and expenses of all proforma or only the contract or case in which it is placed or clear all.

 g) Option New – Enables you to add time sheets, expenses and entries, fixed prices in proforma, as long as the entry is in the period filtered to associate in proforma issue and is part of the case associated to contract/contracts junction related to proforma.

 h) Option Summary – Recalculates the proforma and displays a summary on screen. When there are entries in another currency, the national currency column and another with value in other currency are displayed, including conversion rate. Besides, as recalculation is made, after summary, the proforma returns to the Analysis status if it is as Changed.

•        Revision – It has the following options: Delivery, Return, Issue Invoice and Issue Minute.

Delivery: Used for registration of proforma delivery for revision.

Generates a proforma history by completing information of Outflow Date, Outflow Time, Reviser and History (for all selected proformas) and change the Proforma collection status.

View screen to enter Reviser, Outflow Date, Outflow Time, History and Collection Status. The reviser is suggested in Proforma, outflow date and time are suggested with server date.

Return: Used for the registration of proforma return sent for revision. A proforma history is generated by completing information of Return Date and Return Time for histories with return date in blank with completed outflow date. View screen to enter proforma collection status and change this field in selected proformas.

Issue Invoice: Change the field Proforma Issue Type for Invoice.

The field Proforma Issue Type only for biller control, so this change neither modifies the proforma status, not enables you to issue invoice for this proforma.

Issue Minute: Change the field Proforma Issue Type for Minute. The field Proforma Issue Type is used for biller control , so this change neither changes the proforma status, nor enables you to issue minute for this proforma.

Analysis: Proforma with status Issue Invoice and Issue Minute or Canceled Minute returns for Analysis status when this option is activated. Proforma in Changed status only return for Analysis status when option Redo is activated or Summary.

Issue Minute: Proforma with status Analysis are changed for Issue Minute status by this option. To issue proforma minute, proforma must have this status.

Issue Invoice: Proforma with status Analysis or Issue Minute are changed for Issue Invoice status by this option. Proforma must have Issue Invoice status to be enabled in printing/issue queue.

Partnership Minute: It works the same manner as Issue Minute, but, it can be used to differentiate the minute when sending for validation of the Partner of the one validated by Customer.

Send for queuing: Enables the selected proforma with Issue Minute status in the proforma minutes issue queue.

Issue: Open proforma minutes issue screen.

This feature is only available if parameters MV_JFSINC and MV_JREVILD have content 1-Yes.