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The Negotiations tab in the Matters Edit Mode allows you to track ongoing negotiations between adversarial parties. Primarily, this tab is used in litigated matters, although it also could be helpful in contract matters and in settling non-litigated claims. For an entity or person to appear in the dropdown list under the From, To, and Accepted By fields, the entity or person must be listed as a player for the matter.
Fields
From Party – The name of the party who is sending an offer/demand.
To Party – The name of the party who is receiving the offer/demand.
Negotiation Date – The date the offer/demand was received.
Negotiation Type – A classification for the offer/demand.
Amount Ours – The amount to be paid by your company.
Amount Total – The total amount to be paid.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Accepted/Rejected – An indication of whether the offer/demand has been accepted or rejected.
Accepted/Rejected Date – The date the offer/demand was accepted/rejected.
Amount Ours Foreign – The amount to be paid by your company expressed in a currency other than the entity’s base currency.
Amount Percent – The percentage of the total amount that the company owes or is demanding.
Amount Total Foreign – The total amount to be paid in a currency other than the entity’s base currency.
Conversion Rate – The rate used to convert the amount of the offer/demand to the currency type of the company.
Currency Type – The currency in which the offer/demand is expressed.
Expire Date – The date the offer/demand will no longer be in effect.
Offer/Demand – An indication of whether the negotiation is an offer or demand.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.