{"id":6802,"date":"2025-08-27T14:15:47","date_gmt":"2025-08-27T17:15:47","guid":{"rendered":"https:\/\/primam.com.br\/primamhelp\/?page_id=6802"},"modified":"2025-08-27T16:41:11","modified_gmt":"2025-08-27T19:41:11","slug":"cr-movimentacao","status":"publish","type":"page","link":"https:\/\/primam.com.br\/primamhelp\/cr-movimentacao\/","title":{"rendered":"CR &#8211; Movimenta\u00e7\u00e3o"},"content":{"rendered":"<h2 style=\"text-align: center;\">Contas a Receber &#8211; Movimenta\u00e7\u00e3o<\/h2>\n<h3>O Menu dispon\u00edvel oferece uma variada gama de op\u00e7\u00f5es:<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6785\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber.png\" alt=\"\" width=\"1063\" height=\"147\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber.png 1063w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-300x41.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-1024x142.png 1024w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-768x106.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber-50x7.png 50w\" sizes=\"auto, (max-width: 1063px) 100vw, 1063px\" \/><\/p>\n<ul>\n<li>Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-862\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-novo.png\" alt=\"\" width=\"34\" height=\"34\" \/> para Incluir novo Documento.<\/li>\n<li>Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-319\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot%C3%A3o-editar.png\" alt=\"\" width=\"46\" height=\"40\" \/> para altera\u00e7\u00e3o das informa\u00e7\u00f5es;estou<\/li>\n<li>Clique no Bot\u00e3o<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-430\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/botao-visualizar.png\" alt=\"\" width=\"36\" height=\"40\" \/>\u00a0para visualizar o documento selecionado;<\/li>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-464\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2017\/10\/bot%C3%A3o-excluir.png\" alt=\"\" width=\"36\" height=\"40\" \/> para cancelar o documento selecionado. (N\u00e3o h\u00e1 exclus\u00e3o de documentos da Base somente altera\u00e7\u00e3o status);<\/li>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1874\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/05\/bot\u00e3o-altera\u00e7\u00e3o.png\" alt=\"\" width=\"45\" height=\"37\" \/> para acessar os Par\u00e2metros de Pesquisa;<\/li>\n<li>Clique no Bot\u00e3o\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2413\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2019\/08\/botao-impressora.png\" alt=\"\" width=\"43\" height=\"41\" \/> para o <strong>Menu de Impress\u00e3o<\/strong>;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6788 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp.png\" alt=\"\" width=\"440\" height=\"337\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp.png 440w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp-300x230.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/08\/contas-a-receber_imp-50x38.png 50w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/p>\n<h4>Novo Contas a Receber<\/h4>\n<ul>\n<li><strong>Clique no Bot\u00e3o Incluir<\/strong>\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-862\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-novo.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para incluir uma nova conta a receber. Campos assinalados com &#8221; <strong>* <\/strong>&#8221; s\u00e3o campos obrigat\u00f3rios.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-6722 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1.png\" alt=\"\" width=\"678\" height=\"532\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1.png 819w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-300x236.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-768x603.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_1-50x39.png 50w\" sizes=\"auto, (max-width: 678px) 100vw, 678px\" \/><\/p>\n<p>Na Aba Cobran\u00e7as teremos informa\u00e7\u00f5es sobre o endere\u00e7o para envio da Cobran\u00e7a, que poder\u00e1 ser diferente do endere\u00e7o da Venda.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6723 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2.png\" alt=\"\" width=\"763\" height=\"251\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2.png 818w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-300x99.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-768x253.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_2-50x16.png 50w\" sizes=\"auto, (max-width: 763px) 100vw, 763px\" \/><\/p>\n<p>Podemos integrar o Contas a Receber com opera\u00e7\u00f5es Cont\u00e1beis<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6724 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3.png\" alt=\"\" width=\"755\" height=\"312\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3.png 823w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-300x124.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-768x317.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_3-50x21.png 50w\" sizes=\"auto, (max-width: 755px) 100vw, 755px\" \/><\/p>\n<p>Clique no \u00edcone\u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1326\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/09\/botao_hist_cliente.png\" alt=\"\" width=\"44\" height=\"37\" \/> para An\u00e1lise do Hist\u00f3rico do Cliente.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6725 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4.png\" alt=\"\" width=\"768\" height=\"380\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4.png 976w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-300x148.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-768x380.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2025\/07\/Contas-Receber_4-50x25.png 50w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/p>\n<p><em>Ap\u00f3s os lan\u00e7amento dos dados clique no Bot\u00e3o Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/p>\n<h3>Altera\u00e7\u00e3o Data Vencimento<\/h3>\n<p><em>Aten\u00e7\u00e3o: Visando manter a integridade dos Dados Iniciais do Documento, a Data de Vencimento do T\u00edtulo n\u00e3o ser\u00e1 alterada ap\u00f3s a Confirma\u00e7\u00e3o, permitindo a qualquer momento de uma nova negocia\u00e7\u00e3o validar o vencimento inicial. Caso haja necessidade de uma Reprograma\u00e7\u00e3o dos vencimentos das Parcelas o Campo Programa\u00e7\u00e3o dever\u00e1 ser utilizado e poder\u00e1 ser alterado quantas vezes for necess\u00e1rio. <\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3974 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber.png\" alt=\"\" width=\"787\" height=\"240\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber.png 787w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-300x91.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-768x234.png 768w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2022\/11\/Contas-Receber-50x15.png 50w\" sizes=\"auto, (max-width: 787px) 100vw, 787px\" \/><\/p>\n<p><em>Vale a pena salientar que todos os relat\u00f3rios ter\u00e3o como base o Campo Programa\u00e7\u00e3o caso o mesmo esteja preenchido para valida\u00e7\u00e3o do Vencimento do T\u00edtulo.<\/em><\/p>\n<ul>\n<li>Clique no Bot\u00e3o Desdobramento\u00a0<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-948\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-desdobramento.png\" alt=\"\" width=\"24\" height=\"24\" \/><\/strong>\u00a0;<\/li>\n<li>Clique no Bot\u00e3o Simula\u00e7\u00e3o de Desdobramento\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-951\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/bot\u00e3o-calc.png\" alt=\"\" width=\"17\" height=\"19\" \/>;<\/li>\n<li>Lance o parcelamento;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-952 aligncenter\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9.png\" alt=\"\" width=\"779\" height=\"121\" srcset=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9.png 779w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9-300x47.png 300w, https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/contas_receber9-768x119.png 768w\" sizes=\"auto, (max-width: 779px) 100vw, 779px\" \/><em> Fa\u00e7a a conferencia das novas parcelas e Clique em Confirmar\u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-877\" src=\"https:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/botao-salvar.png\" alt=\"\" width=\"18\" height=\"18\" \/>, para salvar a edi\u00e7\u00e3o.<\/em><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contas a Receber &#8211; Movimenta\u00e7\u00e3o O Menu dispon\u00edvel oferece uma variada gama de op\u00e7\u00f5es: Clique no Bot\u00e3o para Incluir novo Documento. Clique no Bot\u00e3o para altera\u00e7\u00e3o das informa\u00e7\u00f5es;estou Clique no Bot\u00e3o\u00a0para visualizar o documento selecionado; Clique no Bot\u00e3o\u00a0 para cancelar o documento selecionado. (N\u00e3o h\u00e1 exclus\u00e3o de documentos da Base somente altera\u00e7\u00e3o status); Clique no [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":[],"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"class_list":["post-6802","page","type-page","status-publish","hentry"],"wppr_data":{"cwp_meta_box_check":"No"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CR - Movimenta\u00e7\u00e3o - Manual do ERP Primam<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/primam.com.br\/primamhelp\/cr-movimentacao\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CR - Movimenta\u00e7\u00e3o - Manual do ERP Primam\" \/>\n<meta property=\"og:description\" content=\"Contas a Receber &#8211; Movimenta\u00e7\u00e3o O Menu dispon\u00edvel oferece uma variada gama de op\u00e7\u00f5es: Clique no Bot\u00e3o para Incluir novo Documento. 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