Títulos a receber, movimentos e cliente — Pro
Empresa, filial, vencimento, saldo atual e dois sub-botões sob demanda.
NÃO OFICIAL — NÃO VALIDADA EM UMA INSTALAÇÃO ERP REAL. Para cobrança, atendimento, finanças e gestão: escolha empresa, filial e período do vencimento prorrogado antes da leitura. Consulte títulos a receber, situação nativa, emissão, vencimentos original/prorrogado, pagamento previsto, último pagamento, valor original e valor em aberto atual. Abra Movimentos registrados e Cliente atual somente quando precisar, com Detalhes completos e contatos do cadastro.
Por que Cifru? Adapte as configurações à sua forma de trabalhar. Escolha os campos, filtros e detalhes de que precisa e leve para o celular informações que talvez não estejam disponíveis no aplicativo móvel do seu sistema de gestão. As possibilidades dependem dos dados acessíveis na fonte autorizada e do seu plano Cifru.
Pro: uma fonte SQL Server, três listas, Detalhes e dois sub-botões; SQL SELECT somente leitura. Até 2.000 linhas por leitura; sem refresh periódico. Opções iniciais podem exigir consultas auxiliares. Reduza a seleção se o limite for atingido; ele não garante query barata. Verifique índices, timeout e plano de execução. Filtros/busca locais atuam somente nas linhas carregadas; não são ACL nem isolamento de empresa. Use acesso SQL restrito, autorizado, com SELECT mínimo. Pacote sem endereço de servidor, credenciais ou linhas de negócio.
A chave é empresa + filial + número textual + tipo; a sequência distingue os movimentos. Números e tipos preservam zeros, espaços internos e delimitadores. Sub-botões revalidam o título exato; não usam somente o número. O período é do vencimento prorrogado, não da emissão ou do movimento: o saldo é atual, não histórico nessa data. Todos os estados retidos entram; não exclui títulos cancelados/liquidados, créditos ou códigos desconhecidos. Situação não é inferida do saldo nem da data. Documento de origem é referência ERP, não número fiscal municipal.
Valor original, aberto e valores dos movimentos mantêm os números nativos na moeda da empresa; a denominação vem do país ligado à empresa, separada da moeda/índice base do título e da cotação registrada. Moeda ausente é avisada, nunca substituída por BRL/R$ ou pela moeda do título. Confira o cadastro monetário e esta unidade na instalação antes de usar. Sem conversão de câmbio, soma entre moedas, recomposição de saldo ou cálculo de juros, multas, aging e valor de liquidação. Não reproduz fórmulas multimoeda/regras locais do ERP. Um movimento não significa automaticamente recebimento de caixa; registros, sinais e zeros são preservados. Ausência de movimentos não prova pagamento, valor zero ou ausência de histórico no ERP.
Cadastro de cliente é atual, não histórico da emissão; ausência do cadastro não esconde o título. Sem CPF/CNPJ, dados bancários ou usuários internos. Base documental Senior 5.10.4; dbo; SQL Server 2012+. Verifique unicidade das chaves e cadastros, tipos, collation e datas date/datetime no import. Datas de vencimento anteriores a 1901 não entram; não cria data substituta. Tipos/comprimentos de layouts de importação não certificam DDL SQL. Testes documentais/sintéticos e DEMO não são execução em ERP real. Não se aplica automaticamente a Oracle, GO UP, Senior X ou SeniorERP da Romênia.
Documentação: https://documentacao.senior.com.br/gestaoempresarialerp/5.10.4/menu_recursos/consistencia_padrao_creceber_e301tcr.htm
https://documentacao.senior.com.br/gestaoempresarialerp/5.10.4/menu_financas/f301tcr.htm
Screenshots
What this package creates
1 Home2 Details3 lists1 sources to map
- Home: Títulos a receber
- Details: Movimentos registrados
- Details: Cliente atual
- Sub-button: Movimentos do título
- Sub-button: Cliente atual do título
Sources are mapped locally and verified before applying.
Custom queriesPRO3 SQL
Custom queries are a PRO feature. Cifru repeats read-only validation against the local source before execution.
Statically verified read-only
$.components.workspaceSelection.datasets.0.sqlQuerySELECT CONCAT(t.CODEMP,N':',t.CODFIL,N':',DATALENGTH(t.NUMTIT),N':',t.NUMTIT,N':',DATALENGTH(t.CODTPT),N':',t.CODTPT) AS TitleKey, t.CODEMP AS CompanyID, t.CODFIL AS BranchID, CONCAT(N'T',t.NUMTIT) AS TitleContext, CONCAT(N'P',t.CODTPT) AS TypeContext, t.CODCLI AS CustomerID, CONCAT(t.NUMTIT,N' / ',t.CODTPT) AS Title, COALESCE(NULLIF(c.NOMCLI,N''),N'Cadastro não disponível') AS Customer, CASE t.SITTIT WHEN N'AB' THEN N'AB · Aberto Normal' WHEN N'AN' THEN N'AN · Aberto Negociação' WHEN N'AS' THEN N'AS · Aberto Suspenso' WHEN N'CA' THEN N'CA · Cancelado' WHEN N'LQ' THEN N'LQ · Liquidado Normal' WHEN N'LC' THEN N'LC · Liquidado Cartório' WHEN N'LS' THEN N'LS · Liquidado Substituído' WHEN N'PE' THEN N'PE · Aberto PE (Pagamento Eletrônico)' ELSE CASE WHEN t.SITTIT IS NULL THEN N'Não informada' ELSE CONCAT(N'Código nativo: ',t.SITTIT) END END AS Status, CASE WHEN NULLIF(p.CODMOE,N'') IS NULL THEN N'Não informada — conferir no ERP' ELSE CONCAT(p.CODMOE,CASE WHEN NULLIF(b.DESMOE,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',b.DESMOE) END) END AS CompanyCurrency, CONCAT(t.CODTNS,CASE WHEN NULLIF(n.DESTNS,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',n.DESTNS) END) AS TitleTransaction, CASE WHEN t.NUMNFV IS NULL OR t.NUMNFV=0 THEN NULL ELSE CONCAT(t.NUMNFV,N' / ',t.CODSNF) END AS OriginInvoice, t.CODEMP AS Company, t.CODFIL AS Branch, t.DATEMI AS IssueDate, t.DATENT AS EntryDate, t.VCTORI AS OriginalDue, t.VCTPRO AS CurrentDue, t.DATPPT AS PlannedPayment, t.ULTPGT AS LastPayment, t.VLRORI AS OriginalAmount, t.VLRABE AS OpenAmount, t.CODMOE AS TitleCurrency, t.COTEMI AS IssueRate, t.OBSTCR AS Notes, t.CODPOR AS Collector, t.CODCRT AS Portfolio, t.CODFPG AS PaymentMethod, t.CODREP AS Representative, t.CODCCU AS CostCenter, t.CTAFIN AS FinancialAccount, t.CTARED AS GLAccount, t.FILNFV AS OriginBranch FROM dbo.E301TCR t LEFT JOIN dbo.E085CLI c ON c.CODCLI=t.CODCLI LEFT JOIN dbo.E001TNS n ON n.CODEMP=t.CODEMP AND n.CODTNS=t.CODTNS LEFT JOIN dbo.E070EMP e ON e.CODEMP=t.CODEMP LEFT JOIN dbo.E006PAI p ON p.CODPAI=e.CODPAI LEFT JOIN dbo.E031MOE b ON b.CODMOE=p.CODMOE WHERE t.CODEMP IS NOT NULL AND t.CODFIL IS NOT NULL AND t.NUMTIT IS NOT NULL AND t.CODTPT IS NOT NULL AND t.VCTPRO>='19010101'
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.1.sqlQuerySELECT CONCAT(CONCAT(m.CODEMP,N':',m.CODFIL,N':',DATALENGTH(m.NUMTIT),N':',m.NUMTIT,N':',DATALENGTH(m.CODTPT),N':',m.CODTPT),N':',m.SEQMOV) AS MovementKey, CONCAT(m.CODEMP,N':',m.CODFIL,N':',DATALENGTH(m.NUMTIT),N':',m.NUMTIT,N':',DATALENGTH(m.CODTPT),N':',m.CODTPT) AS TitleKey, m.CODEMP AS CompanyID, m.CODFIL AS BranchID, CONCAT(N'T',m.NUMTIT) AS TitleContext, CONCAT(N'P',m.CODTPT) AS TypeContext, CONCAT(m.NUMTIT,N' / ',m.CODTPT) AS Title, CASE WHEN NULLIF(p.CODMOE,N'') IS NULL THEN N'Não informada — conferir no ERP' ELSE CONCAT(p.CODMOE,CASE WHEN NULLIF(b.DESMOE,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',b.DESMOE) END) END AS CompanyCurrency, CONCAT(m.CODTNS,CASE WHEN NULLIF(n.DESTNS,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',n.DESTNS) END) AS MovementTransaction, m.SEQMOV AS MovementNumber, m.DATMOV AS MovementDate, m.VLRMOV AS MovementAmount, m.VLRLIQ AS MovementNet FROM dbo.E301MCR m INNER JOIN dbo.E301TCR t ON t.CODEMP=m.CODEMP AND t.CODFIL=m.CODFIL AND t.NUMTIT=m.NUMTIT AND t.CODTPT=m.CODTPT LEFT JOIN dbo.E001TNS n ON n.CODEMP=m.CODEMP AND n.CODTNS=m.CODTNS LEFT JOIN dbo.E070EMP e ON e.CODEMP=m.CODEMP LEFT JOIN dbo.E006PAI p ON p.CODPAI=e.CODPAI LEFT JOIN dbo.E031MOE b ON b.CODMOE=p.CODMOE WHERE m.CODEMP=:company AND m.CODFIL=:branch AND CONCAT(N'T',m.NUMTIT)=:title_context AND CONCAT(N'P',m.CODTPT)=:type_context AND m.CODEMP IS NOT NULL AND m.CODFIL IS NOT NULL AND m.NUMTIT IS NOT NULL AND m.CODTPT IS NOT NULL AND m.SEQMOV IS NOT NULL
static read-only checks passed
Statically verified read-only
$.components.workspaceSelection.datasets.2.sqlQuerySELECT CONCAT(t.CODEMP,N':',t.CODFIL,N':',DATALENGTH(t.NUMTIT),N':',t.NUMTIT,N':',DATALENGTH(t.CODTPT),N':',t.CODTPT) AS TitleKey, t.CODEMP AS CompanyID, t.CODFIL AS BranchID, CONCAT(N'T',t.NUMTIT) AS TitleContext, CONCAT(N'P',t.CODTPT) AS TypeContext, c.CODCLI AS CustomerID, CASE c.SITCLI WHEN 'A' THEN N'Ativo' WHEN 'I' THEN N'Inativo' ELSE COALESCE(c.SITCLI,N'Não informada') END AS CustomerStatus, CASE c.TIPCLI WHEN 'J' THEN N'Pessoa jurídica' WHEN 'F' THEN N'Pessoa física' ELSE COALESCE(c.TIPCLI,N'Não informada') END AS PersonType, c.NOMCLI AS CustomerName, c.APECLI AS TradeName, c.CIDCLI AS City, c.SIGUFS AS State, c.ENDCLI AS Street, c.NENCLI AS StreetNumber, c.BAICLI AS District, c.FONCLI AS Phone, c.INTNET AS Email FROM dbo.E085CLI c INNER JOIN dbo.E301TCR t ON t.CODCLI=c.CODCLI WHERE t.CODEMP=:company AND t.CODFIL=:branch AND CONCAT(N'T',t.NUMTIT)=:title_context AND CONCAT(N'P',t.CODTPT)=:type_context AND t.CODEMP IS NOT NULL AND t.CODFIL IS NOT NULL AND t.NUMTIT IS NOT NULL AND t.CODTPT IS NOT NULL AND c.CODCLI=:customer
static read-only checks passed
View the JSON being importedcollapsed by default
{
"components": {
"sourceSlots": [
{
"displayName": "Senior Gestão Empresarial — SQL Server",
"id": "EDAECFBF-2AF4-5A27-8107-350C0EED9A1B",
"kind": "sqlServer",
"requiredObjects": [
"dbo.E001TNS",
"dbo.E006PAI",
"dbo.E031MOE",
"dbo.E070EMP",
"dbo.E085CLI",
"dbo.E301MCR",
"dbo.E301TCR"
],
"requiresCustomSQL": true
}
],
"workspaceSelection": {
"commonFields": [],
"datasets": [
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Senior Gestão Empresarial",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "A823AD41-2F2F-5735-9829-E2ABAC3341A2",
"key": "CurrentDue",
"type": "date"
},
{
"direction": "ascending",
"id": "F094C9A1-3511-5EF8-A6DF-28F2E4E65492",
"key": "TitleKey",
"type": "text"
}
],
"id": "F5BEBB16-E835-5392-AEDF-5EF8058B2D18",
"mappings": [
{
"commonFieldKey": "",
"key": "TitleKey",
"label": "Chave interna do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CompanyID",
"label": "Chave interna da empresa",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CompanyID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BranchID",
"label": "Chave interna da filial",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "BranchID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TitleContext",
"label": "Contexto interno do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TypeContext",
"label": "Contexto interno do tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TypeContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerID",
"label": "Chave interna do cliente",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Title",
"label": "Título / tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Title",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Customer",
"label": "Cliente atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Customer",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Status",
"label": "Situação registrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Status",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CompanyCurrency",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TitleTransaction",
"label": "Transação do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleTransaction",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OriginInvoice",
"label": "Documento ERP de origem / série",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "OriginInvoice",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Company",
"label": "Empresa (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "Company",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Branch",
"label": "Filial (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "Branch",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "IssueDate",
"label": "Emissão",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "IssueDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "EntryDate",
"label": "Entrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "EntryDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OriginalDue",
"label": "Vencimento original",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OriginalDue",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "CurrentDue",
"label": "Vencimento prorrogado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CurrentDue",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "PlannedPayment",
"label": "Pagamento previsto",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PlannedPayment",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "LastPayment",
"label": "Último pagamento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "LastPayment",
"type": "date",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OriginalAmount",
"label": "Valor original registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OriginalAmount",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "OpenAmount",
"label": "Valor em aberto atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OpenAmount",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "TitleCurrency",
"label": "Moeda / índice do título (parâmetro)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleCurrency",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "IssueRate",
"label": "Cotação de emissão registrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "IssueRate",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Notes",
"label": "Observação do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Notes",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Collector",
"label": "Portador (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Collector",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Portfolio",
"label": "Carteira (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Portfolio",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "PaymentMethod",
"label": "Forma de pagamento (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "PaymentMethod",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Representative",
"label": "Representante (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "Representative",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CostCenter",
"label": "Centro de custo (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CostCenter",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "FinancialAccount",
"label": "Conta financeira reduzida",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "FinancialAccount",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "GLAccount",
"label": "Conta contábil reduzida",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "GLAccount",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "OriginBranch",
"label": "Filial do documento de origem",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "OriginBranch",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
}
],
"maxRows": 2000,
"name": "Títulos a receber",
"primaryKey": "TitleKey",
"queryParameters": [],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"Title",
"Customer",
"Status",
"CompanyCurrency",
"TitleTransaction",
"OriginInvoice",
"TitleCurrency",
"Notes",
"Collector",
"Portfolio",
"CostCenter"
],
"sourceID": "EDAECFBF-2AF4-5A27-8107-350C0EED9A1B",
"sqlQuery": "SELECT CONCAT(t.CODEMP,N':',t.CODFIL,N':',DATALENGTH(t.NUMTIT),N':',t.NUMTIT,N':',DATALENGTH(t.CODTPT),N':',t.CODTPT) AS TitleKey, t.CODEMP AS CompanyID, t.CODFIL AS BranchID, CONCAT(N'T',t.NUMTIT) AS TitleContext, CONCAT(N'P',t.CODTPT) AS TypeContext, t.CODCLI AS CustomerID, CONCAT(t.NUMTIT,N' / ',t.CODTPT) AS Title, COALESCE(NULLIF(c.NOMCLI,N''),N'Cadastro não disponível') AS Customer, CASE t.SITTIT WHEN N'AB' THEN N'AB · Aberto Normal' WHEN N'AN' THEN N'AN · Aberto Negociação' WHEN N'AS' THEN N'AS · Aberto Suspenso' WHEN N'CA' THEN N'CA · Cancelado' WHEN N'LQ' THEN N'LQ · Liquidado Normal' WHEN N'LC' THEN N'LC · Liquidado Cartório' WHEN N'LS' THEN N'LS · Liquidado Substituído' WHEN N'PE' THEN N'PE · Aberto PE (Pagamento Eletrônico)' ELSE CASE WHEN t.SITTIT IS NULL THEN N'Não informada' ELSE CONCAT(N'Código nativo: ',t.SITTIT) END END AS Status, CASE WHEN NULLIF(p.CODMOE,N'') IS NULL THEN N'Não informada — conferir no ERP' ELSE CONCAT(p.CODMOE,CASE WHEN NULLIF(b.DESMOE,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',b.DESMOE) END) END AS CompanyCurrency, CONCAT(t.CODTNS,CASE WHEN NULLIF(n.DESTNS,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',n.DESTNS) END) AS TitleTransaction, CASE WHEN t.NUMNFV IS NULL OR t.NUMNFV=0 THEN NULL ELSE CONCAT(t.NUMNFV,N' / ',t.CODSNF) END AS OriginInvoice, t.CODEMP AS Company, t.CODFIL AS Branch, t.DATEMI AS IssueDate, t.DATENT AS EntryDate, t.VCTORI AS OriginalDue, t.VCTPRO AS CurrentDue, t.DATPPT AS PlannedPayment, t.ULTPGT AS LastPayment, t.VLRORI AS OriginalAmount, t.VLRABE AS OpenAmount, t.CODMOE AS TitleCurrency, t.COTEMI AS IssueRate, t.OBSTCR AS Notes, t.CODPOR AS Collector, t.CODCRT AS Portfolio, t.CODFPG AS PaymentMethod, t.CODREP AS Representative, t.CODCCU AS CostCenter, t.CTAFIN AS FinancialAccount, t.CTARED AS GLAccount, t.FILNFV AS OriginBranch FROM dbo.E301TCR t LEFT JOIN dbo.E085CLI c ON c.CODCLI=t.CODCLI LEFT JOIN dbo.E001TNS n ON n.CODEMP=t.CODEMP AND n.CODTNS=t.CODTNS LEFT JOIN dbo.E070EMP e ON e.CODEMP=t.CODEMP LEFT JOIN dbo.E006PAI p ON p.CODPAI=e.CODPAI LEFT JOIN dbo.E031MOE b ON b.CODMOE=p.CODMOE WHERE t.CODEMP IS NOT NULL AND t.CODFIL IS NOT NULL AND t.NUMTIT IS NOT NULL AND t.CODTPT IS NOT NULL AND t.VCTPRO>='19010101'",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Senior Gestão Empresarial",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "descending",
"id": "50ADEC3C-B267-514D-BC68-0235C49D25AA",
"key": "MovementDate",
"type": "date"
},
{
"direction": "ascending",
"id": "3A359890-D23E-53B8-B412-0A891F86A176",
"key": "MovementKey",
"type": "text"
}
],
"id": "F12C0403-FB93-59B7-A81B-EF73B1B95B17",
"mappings": [
{
"commonFieldKey": "",
"key": "MovementKey",
"label": "Chave interna do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "MovementKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TitleKey",
"label": "Chave interna do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CompanyID",
"label": "Chave interna da empresa",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CompanyID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BranchID",
"label": "Chave interna da filial",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "BranchID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TitleContext",
"label": "Contexto interno do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TypeContext",
"label": "Contexto interno do tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TypeContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Title",
"label": "Título / tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Title",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CompanyCurrency",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "MovementTransaction",
"label": "Transação do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "MovementTransaction",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "MovementNumber",
"label": "Movimento (sequência)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "MovementNumber",
"type": "number",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "MovementDate",
"label": "Data do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "MovementDate",
"type": "date",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "MovementAmount",
"label": "Valor do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "MovementAmount",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "MovementNet",
"label": "Valor líquido do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "MovementNet",
"type": "number",
"visibleInDetail": true,
"visibleInList": true
}
],
"maxRows": 2000,
"name": "Movimentos do título",
"primaryKey": "MovementKey",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "CompanyID",
"id": "9F862543-F274-50A6-B687-8A854DD3E06B",
"name": "company",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "BranchID",
"id": "6435BFA5-84BF-5412-B0DB-5BFD3FEB77DB",
"name": "branch",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "TitleContext",
"id": "76E2111F-C736-5600-80F1-B4F1490E04CD",
"name": "title_context",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "TypeContext",
"id": "C7E3694B-B92C-5370-911C-F04F78E74C1B",
"name": "type_context",
"source": "parentField",
"type": "text"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"Title",
"CompanyCurrency",
"MovementTransaction"
],
"sourceID": "EDAECFBF-2AF4-5A27-8107-350C0EED9A1B",
"sqlQuery": "SELECT CONCAT(CONCAT(m.CODEMP,N':',m.CODFIL,N':',DATALENGTH(m.NUMTIT),N':',m.NUMTIT,N':',DATALENGTH(m.CODTPT),N':',m.CODTPT),N':',m.SEQMOV) AS MovementKey, CONCAT(m.CODEMP,N':',m.CODFIL,N':',DATALENGTH(m.NUMTIT),N':',m.NUMTIT,N':',DATALENGTH(m.CODTPT),N':',m.CODTPT) AS TitleKey, m.CODEMP AS CompanyID, m.CODFIL AS BranchID, CONCAT(N'T',m.NUMTIT) AS TitleContext, CONCAT(N'P',m.CODTPT) AS TypeContext, CONCAT(m.NUMTIT,N' / ',m.CODTPT) AS Title, CASE WHEN NULLIF(p.CODMOE,N'') IS NULL THEN N'Não informada — conferir no ERP' ELSE CONCAT(p.CODMOE,CASE WHEN NULLIF(b.DESMOE,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',b.DESMOE) END) END AS CompanyCurrency, CONCAT(m.CODTNS,CASE WHEN NULLIF(n.DESTNS,N'') IS NULL THEN N'' ELSE CONCAT(N' · ',n.DESTNS) END) AS MovementTransaction, m.SEQMOV AS MovementNumber, m.DATMOV AS MovementDate, m.VLRMOV AS MovementAmount, m.VLRLIQ AS MovementNet FROM dbo.E301MCR m INNER JOIN dbo.E301TCR t ON t.CODEMP=m.CODEMP AND t.CODFIL=m.CODFIL AND t.NUMTIT=m.NUMTIT AND t.CODTPT=m.CODTPT LEFT JOIN dbo.E001TNS n ON n.CODEMP=m.CODEMP AND n.CODTNS=m.CODTNS LEFT JOIN dbo.E070EMP e ON e.CODEMP=m.CODEMP LEFT JOIN dbo.E006PAI p ON p.CODPAI=e.CODPAI LEFT JOIN dbo.E031MOE b ON b.CODMOE=p.CODMOE WHERE m.CODEMP=:company AND m.CODFIL=:branch AND CONCAT(N'T',m.NUMTIT)=:title_context AND CONCAT(N'P',m.CODTPT)=:type_context AND m.CODEMP IS NOT NULL AND m.CODFIL IS NOT NULL AND m.NUMTIT IS NOT NULL AND m.CODTPT IS NOT NULL AND m.SEQMOV IS NOT NULL",
"tableName": ""
},
{
"cacheMode": "live",
"calculatedFields": [],
"customQueryIntegrationName": "Senior Gestão Empresarial",
"endpointPath": "",
"fetchSortRules": [
{
"direction": "ascending",
"id": "F094C9A1-3511-5EF8-A6DF-28F2E4E65492",
"key": "TitleKey",
"type": "text"
}
],
"id": "DA957755-A46A-52AB-B1F5-8B9DADD64C4F",
"mappings": [
{
"commonFieldKey": "",
"key": "TitleKey",
"label": "Chave interna do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleKey",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CompanyID",
"label": "Chave interna da empresa",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CompanyID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "BranchID",
"label": "Chave interna da filial",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "BranchID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TitleContext",
"label": "Contexto interno do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TitleContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TypeContext",
"label": "Contexto interno do tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TypeContext",
"type": "text",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerID",
"label": "Chave interna do cliente",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic",
"sourceColumn": "CustomerID",
"type": "number",
"visibleInDetail": false,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerStatus",
"label": "Situação do cadastro atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CustomerStatus",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "PersonType",
"label": "Tipo de pessoa",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "PersonType",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "CustomerName",
"label": "Nome do cadastro atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "CustomerName",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "TradeName",
"label": "Nome fantasia atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "TradeName",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "City",
"label": "Cidade",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "City",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "State",
"label": "UF",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "State",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Street",
"label": "Endereço atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Street",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "StreetNumber",
"label": "Número",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "StreetNumber",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "District",
"label": "Bairro",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "District",
"type": "text",
"visibleInDetail": true,
"visibleInList": false
},
{
"commonFieldKey": "",
"key": "Phone",
"label": "Telefone cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Phone",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
},
{
"commonFieldKey": "",
"key": "Email",
"label": "E-mail cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text",
"sourceColumn": "Email",
"type": "text",
"visibleInDetail": true,
"visibleInList": true
}
],
"maxRows": 2000,
"name": "Cliente atual do título",
"primaryKey": "TitleKey",
"queryParameters": [
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "CompanyID",
"id": "9F862543-F274-50A6-B687-8A854DD3E06B",
"name": "company",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "BranchID",
"id": "6435BFA5-84BF-5412-B0DB-5BFD3FEB77DB",
"name": "branch",
"source": "parentField",
"type": "number"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "TitleContext",
"id": "76E2111F-C736-5600-80F1-B4F1490E04CD",
"name": "title_context",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "TypeContext",
"id": "C7E3694B-B92C-5370-911C-F04F78E74C1B",
"name": "type_context",
"source": "parentField",
"type": "text"
},
{
"constantValue": "",
"dayOffset": 0,
"fieldKey": "CustomerID",
"id": "B22A7FDA-D4B5-53D9-8A88-B495E529FC24",
"name": "customer",
"source": "parentField",
"type": "number"
}
],
"refreshPolicy": {
"enabled": false,
"intervalMinutes": 60
},
"rootArrayPath": "",
"rowLimitEnabled": true,
"searchKeys": [
"CustomerStatus",
"PersonType",
"CustomerName",
"TradeName",
"City",
"State",
"Street",
"StreetNumber",
"District",
"Phone",
"Email"
],
"sourceID": "EDAECFBF-2AF4-5A27-8107-350C0EED9A1B",
"sqlQuery": "SELECT CONCAT(t.CODEMP,N':',t.CODFIL,N':',DATALENGTH(t.NUMTIT),N':',t.NUMTIT,N':',DATALENGTH(t.CODTPT),N':',t.CODTPT) AS TitleKey, t.CODEMP AS CompanyID, t.CODFIL AS BranchID, CONCAT(N'T',t.NUMTIT) AS TitleContext, CONCAT(N'P',t.CODTPT) AS TypeContext, c.CODCLI AS CustomerID, CASE c.SITCLI WHEN 'A' THEN N'Ativo' WHEN 'I' THEN N'Inativo' ELSE COALESCE(c.SITCLI,N'Não informada') END AS CustomerStatus, CASE c.TIPCLI WHEN 'J' THEN N'Pessoa jurídica' WHEN 'F' THEN N'Pessoa física' ELSE COALESCE(c.TIPCLI,N'Não informada') END AS PersonType, c.NOMCLI AS CustomerName, c.APECLI AS TradeName, c.CIDCLI AS City, c.SIGUFS AS State, c.ENDCLI AS Street, c.NENCLI AS StreetNumber, c.BAICLI AS District, c.FONCLI AS Phone, c.INTNET AS Email FROM dbo.E085CLI c INNER JOIN dbo.E301TCR t ON t.CODCLI=c.CODCLI WHERE t.CODEMP=:company AND t.CODFIL=:branch AND CONCAT(N'T',t.NUMTIT)=:title_context AND CONCAT(N'P',t.CODTPT)=:type_context AND t.CODEMP IS NOT NULL AND t.CODFIL IS NOT NULL AND t.NUMTIT IS NOT NULL AND t.CODTPT IS NOT NULL AND c.CODCLI=:customer",
"tableName": ""
}
],
"pages": [
{
"actions": [
{
"id": "292B066A-C499-5A2F-939A-A39247460291",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "295D416B-7B27-5561-9BEC-CA838163DB4F",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "F12C0403-FB93-59B7-A81B-EF73B1B95B17",
"title": "Movimentos registrados",
"urlKey": ""
},
{
"id": "35AAFCCA-48CC-5278-A4DB-62A3F84A1DCF",
"kind": "showRelated",
"relatedInitiallyExpanded": false,
"relatedPresentation": "separate",
"relatedPreviewLimit": 12,
"relatedRowStyle": "cards",
"relatedShowsCount": true,
"relationID": "6846186E-8756-5362-ACFE-E7BFC17B9CED",
"systemImage": "list.bullet.rectangle",
"targetDatasetID": "DA957755-A46A-52AB-B1F5-8B9DADD64C4F",
"title": "Cliente atual",
"urlKey": ""
}
],
"badgeKey": "Status",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Company",
"label": "Empresa (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Branch",
"label": "Filial (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OriginalDue",
"label": "Vencimento original",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CurrentDue",
"label": "Vencimento prorrogado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OriginalAmount",
"label": "Valor original registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "OpenAmount",
"label": "Valor em aberto atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "F5BEBB16-E835-5392-AEDF-5EF8058B2D18",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Title",
"label": "Título / tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Customer",
"label": "Cliente atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Status",
"label": "Situação registrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "TitleTransaction",
"label": "Transação do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "OriginInvoice",
"label": "Documento ERP de origem / série",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Company",
"label": "Empresa (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Branch",
"label": "Filial (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "IssueDate",
"label": "Emissão",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "EntryDate",
"label": "Entrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "OriginalDue",
"label": "Vencimento original",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "CurrentDue",
"label": "Vencimento prorrogado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "PlannedPayment",
"label": "Pagamento previsto",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "LastPayment",
"label": "Último pagamento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "OriginalAmount",
"label": "Valor original registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "OpenAmount",
"label": "Valor em aberto atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Parâmetros do título — sem conversão de valores",
"detailRole": "information",
"isVisible": true,
"key": "TitleCurrency",
"label": "Moeda / índice do título (parâmetro)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Parâmetros do título — sem conversão de valores",
"detailRole": "information",
"isVisible": true,
"key": "IssueRate",
"label": "Cotação de emissão registrada",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "Notes",
"label": "Observação do título",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "Collector",
"label": "Portador (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "Portfolio",
"label": "Carteira (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "PaymentMethod",
"label": "Forma de pagamento (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "Representative",
"label": "Representante (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "CostCenter",
"label": "Centro de custo (código)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "FinancialAccount",
"label": "Conta financeira reduzida",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "GLAccount",
"label": "Conta contábil reduzida",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "OriginBranch",
"label": "Filial do documento de origem",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "88D8781F-F8CE-5E90-9F5A-15B05127E8DB",
"openFilters": [
{
"datePeriodOptions": [
"today",
"currentMonth",
"last7Days",
"last30Days",
"last90Days"
],
"id": "D4380767-E84E-50CF-B1C0-323BA2F1E652",
"includeAllOption": false,
"key": "CurrentDue",
"title": "Período do vencimento prorrogado",
"type": "date"
},
{
"id": "4BF88980-9B8D-50C1-9855-0539AB07083E",
"includeAllOption": false,
"key": "Company",
"title": "Empresa",
"type": "number"
},
{
"id": "4646DAB5-14F7-57B7-9366-BD95181409C7",
"includeAllOption": false,
"key": "Branch",
"title": "Filial",
"type": "number"
}
],
"pageSize": 100,
"requiresOpeningFilterSelection": true,
"showOnHome": true,
"sortRules": [
{
"direction": "descending",
"id": "A823AD41-2F2F-5735-9829-E2ABAC3341A2",
"key": "CurrentDue",
"type": "date"
},
{
"direction": "ascending",
"id": "F094C9A1-3511-5EF8-A6DF-28F2E4E65492",
"key": "TitleKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "Title",
"systemImage": "doc.text",
"title": "Títulos a receber",
"titleKey": "Customer"
},
{
"actions": [],
"badgeKey": "MovementNumber",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "MovementDate",
"label": "Data do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "MovementAmount",
"label": "Valor do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "MovementNet",
"label": "Valor líquido do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"datasetID": "F12C0403-FB93-59B7-A81B-EF73B1B95B17",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Title",
"label": "Título / tipo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "CompanyCurrency",
"label": "Moeda da empresa — valores abaixo",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "MovementTransaction",
"label": "Transação do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "MovementNumber",
"label": "Movimento (sequência)",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Datas e cobrança",
"detailRole": "information",
"isVisible": true,
"key": "MovementDate",
"label": "Data do movimento",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "MovementAmount",
"label": "Valor do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
},
{
"detailGroup": "Valores registrados — moeda da empresa",
"detailRole": "information",
"isVisible": true,
"key": "MovementNet",
"label": "Valor líquido do movimento registrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "automatic"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "6FA0B18D-4D02-55EB-B837-E5981313EBD1",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "descending",
"id": "50ADEC3C-B267-514D-BC68-0235C49D25AA",
"key": "MovementDate",
"type": "date"
},
{
"direction": "ascending",
"id": "3A359890-D23E-53B8-B412-0A891F86A176",
"key": "MovementKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "Title",
"systemImage": "doc.text",
"title": "Movimentos do título",
"titleKey": "MovementTransaction"
},
{
"actions": [],
"badgeKey": "",
"cardEnrichments": [],
"cardFieldLayout": [
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "CustomerStatus",
"label": "Situação do cadastro atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "TradeName",
"label": "Nome fantasia atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "State",
"label": "UF",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Phone",
"label": "Telefone cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "",
"detailRole": "information",
"isVisible": true,
"key": "Email",
"label": "E-mail cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
}
],
"datasetID": "DA957755-A46A-52AB-B1F5-8B9DADD64C4F",
"dateFilterKey": "",
"dateFilterLastDays": 7,
"dateFilterPreset": "none",
"detailFieldLayout": [
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "CustomerStatus",
"label": "Situação do cadastro atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "PersonType",
"label": "Tipo de pessoa",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "CustomerName",
"label": "Nome do cadastro atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "TradeName",
"label": "Nome fantasia atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "City",
"label": "Cidade",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "State",
"label": "UF",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Street",
"label": "Endereço atual",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "StreetNumber",
"label": "Número",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "District",
"label": "Bairro",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Phone",
"label": "Telefone cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
},
{
"detailGroup": "Contexto registrado",
"detailRole": "information",
"isVisible": true,
"key": "Email",
"label": "E-mail cadastrado",
"locationLabelKey": "",
"locationLongitudeKey": "",
"presentation": "text"
}
],
"detailLiveRefreshSeconds": 0,
"fixedFilters": [],
"id": "4E8B9BB3-4EC8-5D3E-9655-3122D0E00E9B",
"openFilters": [],
"pageSize": 100,
"requiresOpeningFilterSelection": false,
"showOnHome": false,
"sortRules": [
{
"direction": "ascending",
"id": "F094C9A1-3511-5EF8-A6DF-28F2E4E65492",
"key": "TitleKey",
"type": "text"
}
],
"subtitle": "",
"subtitleKey": "City",
"systemImage": "doc.text",
"title": "Cliente atual do título",
"titleKey": "CustomerName"
}
],
"relations": [
{
"childDatasetID": "F12C0403-FB93-59B7-A81B-EF73B1B95B17",
"childKey": "TitleKey",
"id": "295D416B-7B27-5561-9BEC-CA838163DB4F",
"name": "Movimentos registrados",
"parentDatasetID": "F5BEBB16-E835-5392-AEDF-5EF8058B2D18",
"parentKey": "TitleKey"
},
{
"childDatasetID": "DA957755-A46A-52AB-B1F5-8B9DADD64C4F",
"childKey": "TitleKey",
"id": "6846186E-8756-5362-ACFE-E7BFC17B9CED",
"name": "Cliente atual",
"parentDatasetID": "F5BEBB16-E835-5392-AEDF-5EF8058B2D18",
"parentKey": "TitleKey"
}
],
"widgets": []
}
},
"format": "cifru-configuration-package",
"formatVersion": 1,
"manifest": {
"applicationName": "Senior Gestão Empresarial",
"configurationLanguages": [
"pt"
],
"countries": [
"BR"
],
"createdAt": "2026-10-10T00:00:00Z",
"description": "NÃO OFICIAL — NÃO VALIDADA EM UMA INSTALAÇÃO ERP REAL. Para cobrança, atendimento, finanças e gestão: escolha empresa, filial e período do vencimento prorrogado antes da leitura. Consulte títulos a receber, situação nativa, emissão, vencimentos original/prorrogado, pagamento previsto, último pagamento, valor original e valor em aberto atual. Abra Movimentos registrados e Cliente atual somente quando precisar, com Detalhes completos e contatos do cadastro.\n\nPor que Cifru? Adapte as configurações à sua forma de trabalhar. Escolha os campos, filtros e detalhes de que precisa e leve para o celular informações que talvez não estejam disponíveis no aplicativo móvel do seu sistema de gestão. As possibilidades dependem dos dados acessíveis na fonte autorizada e do seu plano Cifru.\n\nPro: uma fonte SQL Server, três listas, Detalhes e dois sub-botões; SQL SELECT somente leitura. Até 2.000 linhas por leitura; sem refresh periódico. Opções iniciais podem exigir consultas auxiliares. Reduza a seleção se o limite for atingido; ele não garante query barata. Verifique índices, timeout e plano de execução. Filtros/busca locais atuam somente nas linhas carregadas; não são ACL nem isolamento de empresa. Use acesso SQL restrito, autorizado, com SELECT mínimo. Pacote sem endereço de servidor, credenciais ou linhas de negócio.\n\nA chave é empresa + filial + número textual + tipo; a sequência distingue os movimentos. Números e tipos preservam zeros, espaços internos e delimitadores. Sub-botões revalidam o título exato; não usam somente o número. O período é do vencimento prorrogado, não da emissão ou do movimento: o saldo é atual, não histórico nessa data. Todos os estados retidos entram; não exclui títulos cancelados/liquidados, créditos ou códigos desconhecidos. Situação não é inferida do saldo nem da data. Documento de origem é referência ERP, não número fiscal municipal.\n\nValor original, aberto e valores dos movimentos mantêm os números nativos na moeda da empresa; a denominação vem do país ligado à empresa, separada da moeda/índice base do título e da cotação registrada. Moeda ausente é avisada, nunca substituída por BRL/R$ ou pela moeda do título. Confira o cadastro monetário e esta unidade na instalação antes de usar. Sem conversão de câmbio, soma entre moedas, recomposição de saldo ou cálculo de juros, multas, aging e valor de liquidação. Não reproduz fórmulas multimoeda/regras locais do ERP. Um movimento não significa automaticamente recebimento de caixa; registros, sinais e zeros são preservados. Ausência de movimentos não prova pagamento, valor zero ou ausência de histórico no ERP.\n\nCadastro de cliente é atual, não histórico da emissão; ausência do cadastro não esconde o título. Sem CPF/CNPJ, dados bancários ou usuários internos. Base documental Senior 5.10.4; dbo; SQL Server 2012+. Verifique unicidade das chaves e cadastros, tipos, collation e datas date/datetime no import. Datas de vencimento anteriores a 1901 não entram; não cria data substituta. Tipos/comprimentos de layouts de importação não certificam DDL SQL. Testes documentais/sintéticos e DEMO não são execução em ERP real. Não se aplica automaticamente a Oracle, GO UP, Senior X ou SeniorERP da Romênia.\n\nDocumentação: https://documentacao.senior.com.br/gestaoempresarialerp/5.10.4/menu_recursos/consistencia_padrao_creceber_e301tcr.htm\nhttps://documentacao.senior.com.br/gestaoempresarialerp/5.10.4/menu_financas/f301tcr.htm",
"licenseCode": "Cifru-Community-1.0",
"minimumCifruVersion": "1.1.0",
"minimumPlan": "pro",
"packageID": "15299514-A7DB-5B69-BCEF-50BC8C56B6A1",
"rootButtonCount": 1,
"summary": "Empresa, filial, vencimento, saldo atual e dois sub-botões sob demanda.",
"tags": [
"Senior Gestão Empresarial",
"SQL Server",
"Contas a receber",
"Cobrança",
"Pro"
],
"title": "Títulos a receber, movimentos e cliente — Pro"
}
}