{"id":788,"date":"2018-02-01T11:39:33","date_gmt":"2018-02-01T11:39:33","guid":{"rendered":"http:\/\/primam.com.br\/primamhelp\/?page_id=788"},"modified":"2025-02-21T15:39:14","modified_gmt":"2025-02-21T18:39:14","slug":"manutencao-de-credito","status":"publish","type":"page","link":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/","title":{"rendered":"Manuten\u00e7\u00e3o de Cr\u00e9dito a Clientes"},"content":{"rendered":"

Op\u00e7\u00e3o destinada a inclus\u00e3o, estorno ou transfer\u00eancia de cr\u00e9dito a clientes.<\/em><\/span><\/h3>\n


\nPS: A inclus\u00e3o de cr\u00e9ditos por esse m\u00f3dulo, <\/span>N\u00c3O<\/span>\u00a0aparecer\u00e1 na movimenta\u00e7\u00e3o\u00a0de caixa.\u00a0<\/span><\/span><\/em><\/span><\/h3>\n

Par\u00e2metros para Consulta de Manuten\u00e7\u00e3o de Cr\u00e9dito<\/span>
\n \"\"<\/span><\/h4>\n
    \n
  • Pesquisar por:<\/strong>\u00a0O usu\u00e1rio pode pesquisar utilizando as op\u00e7\u00f5es: C\u00f3digo ou Respons\u00e1vel;<\/span><\/li>\n
  • Pesquisar Registros:<\/strong>\u00a0Abastecer com a informa\u00e7\u00e3o que deseja procurar. O campo s\u00f3 pode ficar\u00a0em branco<\/strong>\u00a0caso o \u201cPesquisar por\u201d seja: Respons\u00e1vel ;<\/span><\/li>\n
  • Per\u00edodo:<\/strong>\u00a0Parametrizar o in\u00edcio e t\u00e9rmino;<\/span><\/li>\n
  • Opera\u00e7\u00e3o:<\/strong>\u00a0O usu\u00e1rio pode pesquisar Tipo: Inclus\u00e3o, Estorno ou Transfer\u00eancia;<\/span><\/li>\n
  • Cliente Origem:<\/strong>\u00a0O usu\u00e1rio pode adiciona um Cliente especifico;<\/span><\/li>\n
  • Cliente Destino:<\/strong> O usu\u00e1rio pode adiciona um Cliente especifico;<\/span><\/li>\n
  • Situa\u00e7\u00e3o:\u00a0\u00a0<\/strong>O usu\u00e1rio pode pesquisar Destino: Aguardando Aprova\u00e7\u00e3o, Aprovado ou Cancelado ;<\/span><\/li>\n
  • Considerar Cancelados:<\/strong>\u00a0Adiciona os documentos que foram cancelados;<\/span><\/li>\n
  • Ap\u00f3s parametriza\u00e7\u00f5es:<\/strong>\u00a0Clicar em Confirmar\u00a0\"\", para efetuar a consulta.<\/span><\/li>\n<\/ul>\n

    Nova Manuten\u00e7\u00e3o de Cr\u00e9dito<\/span><\/h4>\n

    Na janela de Par\u00e2metros para a Consulta da Manuten\u00e7\u00e3o de Cr\u00e9dito, clique\u00a0no\u00a0Bot\u00e3o incluir\u00a0\"\".<\/span><\/p>\n

    Preenchimento da Manuten\u00e7\u00e3o de Cr\u00e9dito<\/span>
    \n \"\"<\/span><\/h4>\n
      \n
    • Tipo:<\/strong>\u00a0 Especifica o tipo da manuten\u00e7\u00e3o de cr\u00e9dito;<\/span><\/li>\n
    • Valor:\u00a0 <\/strong>Preencher o valor da manuten\u00e7\u00e3o;<\/span><\/li>\n
    • Origem: <\/strong>O Cliente para que a Manuten\u00e7\u00e3o ser\u00e1 feita; Clique no Bot\u00e3o Pesquisar\u00a0\"\"\u00a0para procurar o cliente;<\/span><\/li>\n
    • Saldo Dispon\u00edvel:<\/b> Caso o clienta tenha algum saldo dispon\u00edvel. O valor desse salvo carregar\u00e1 nesse campo;<\/span><\/li>\n
    • Justificativa:<\/strong> Uma breve descri\u00e7\u00e3o da manuten\u00e7\u00e3o;<\/span><\/li>\n
    • Ap\u00f3s parametriza\u00e7\u00f5es:<\/strong>\u00a0Clicar em Confirmar\u00a0\"\", para salvar a manuten\u00e7\u00e3o.<\/span><\/li>\n<\/ul>\n

      Aprova\u00e7\u00e3o de Manuten\u00e7\u00e3o de Cr\u00e9dito<\/span>
      \n \"\"<\/span><\/h4>\n

      Ap\u00f3s confirmar a manuten\u00e7\u00e3o de cr\u00e9dito, a mesma ficar\u00e1 na janela de consulta, podendo ser cancelada, utilizando o Bot\u00e3o\u00a0\"\"\u00a0( depois de aprovada a mesma n\u00e3o poder\u00e1 ser cancelada), ou aprovada. Para aprovar a manuten\u00e7\u00e3o de cr\u00e9dito: Abra o documento e clique no Bot\u00e3o\u00a0\"\", para aprovar.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

      Op\u00e7\u00e3o destinada a inclus\u00e3o, estorno ou transfer\u00eancia de cr\u00e9dito a clientes. PS: A inclus\u00e3o de cr\u00e9ditos por esse m\u00f3dulo, N\u00c3O\u00a0aparecer\u00e1 na movimenta\u00e7\u00e3o\u00a0de caixa.\u00a0 Par\u00e2metros para Consulta de Manuten\u00e7\u00e3o de Cr\u00e9dito Pesquisar por:\u00a0O usu\u00e1rio pode pesquisar utilizando as op\u00e7\u00f5es: C\u00f3digo ou Respons\u00e1vel; Pesquisar Registros:\u00a0Abastecer com a informa\u00e7\u00e3o que deseja procurar. O campo s\u00f3 pode ficar\u00a0em branco\u00a0caso […]<\/p>\n","protected":false},"author":2,"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-788","page","type-page","status-publish","hentry"],"wppr_data":{"cwp_meta_box_check":"No"},"acf":[],"yoast_head":"\nManuten\u00e7\u00e3o de Cr\u00e9dito a Clientes - 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\/manutencao-de-credito\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manuten\u00e7\u00e3o de Cr\u00e9dito a Clientes - Manual do ERP Primam\" \/>\n<meta property=\"og:description\" content=\"Op\u00e7\u00e3o destinada a inclus\u00e3o, estorno ou transfer\u00eancia de cr\u00e9dito a clientes. PS: A inclus\u00e3o de cr\u00e9ditos por esse m\u00f3dulo, N\u00c3O\u00a0aparecer\u00e1 na movimenta\u00e7\u00e3o\u00a0de caixa.\u00a0 Par\u00e2metros para Consulta de Manuten\u00e7\u00e3o de Cr\u00e9dito Pesquisar por:\u00a0O usu\u00e1rio pode pesquisar utilizando as op\u00e7\u00f5es: C\u00f3digo ou Respons\u00e1vel; Pesquisar Registros:\u00a0Abastecer com a informa\u00e7\u00e3o que deseja procurar. 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O campo s\u00f3 pode ficar\u00a0em branco\u00a0caso […]","og_url":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/","og_site_name":"Manual do ERP Primam","article_modified_time":"2025-02-21T18:39:14+00:00","og_image":[{"url":"http:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/man_credito2.png","type":"","width":"","height":""}],"twitter_card":"summary_large_image","twitter_misc":{"Est. tempo de leitura":"4 minutos"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/","url":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/","name":"Manuten\u00e7\u00e3o de Cr\u00e9dito a Clientes - Manual do ERP Primam","isPartOf":{"@id":"https:\/\/primam.com.br\/primamhelp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/#primaryimage"},"image":{"@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/#primaryimage"},"thumbnailUrl":"http:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/man_credito2.png","datePublished":"2018-02-01T11:39:33+00:00","dateModified":"2025-02-21T18:39:14+00:00","breadcrumb":{"@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/#breadcrumb"},"inLanguage":"pt-BR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/"]}]},{"@type":"ImageObject","inLanguage":"pt-BR","@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/#primaryimage","url":"http:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/man_credito2.png","contentUrl":"http:\/\/primam.com.br\/primamhelp\/wp-content\/uploads\/2018\/02\/man_credito2.png"},{"@type":"BreadcrumbList","@id":"https:\/\/primam.com.br\/primamhelp\/manutencao-de-credito\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"In\u00edcio","item":"https:\/\/primam.com.br\/primamhelp\/"},{"@type":"ListItem","position":2,"name":"Manuten\u00e7\u00e3o de Cr\u00e9dito a Clientes"}]},{"@type":"WebSite","@id":"https:\/\/primam.com.br\/primamhelp\/#website","url":"https:\/\/primam.com.br\/primamhelp\/","name":"Manual do ERP Primam","description":"Innovae Brasil Engenharia de Software","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/primam.com.br\/primamhelp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"pt-BR"}]}},"_links":{"self":[{"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/pages\/788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/comments?post=788"}],"version-history":[{"count":18,"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/pages\/788\/revisions"}],"predecessor-version":[{"id":6587,"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/pages\/788\/revisions\/6587"}],"wp:attachment":[{"href":"https:\/\/primam.com.br\/primamhelp\/wp-json\/wp\/v2\/media?parent=788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}