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Portuguese to English translations [PRO] Bus/Financial - Mining & Minerals / Gems
Portuguese term or phrase:glosa / glosar
This is an email chain discussing final settlement of accounts between 2 companies (within the mining industry). I want to check that I am understanding the use of "glosa"/"glosando" in the correct way in this context. In particular, these words appear twice in this email chain, and I'm not sure if they refer to the same thing or not.
Thank you for any information or opinions you can provide
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This email chain discussed a spreadsheet that has a list of invoices, and credits given to the customer (probably due to items that were returned or maybe some type of service was cancelled), and then additional charges that were added based on price changes. They are trying to calculate the final balance due to be paid to the Vendor.
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Email #1 from Customer to Vendor Representative.
"...Segue o valor do retroactivo a favor da Vendor Company. Neste valor ja esta contemplado o retraoctivo dos finos de devolucao.
R$1,029,372.02
Neste valor ainda temos que descontar a glosa realizada pela Vendor Company no dia 07/05."
Q1: Do you think "glosa" here refers to a discount due to a cancellation by the Vendor? That's what I initially thought, but I got confused by seeing the "glosando" in a subsequent email in the chain which I think refers to finance charges. I am now wondering if the "glosa" here refers to a discount due to finance charges applied by the Vendor on 07/05. But if it was finance charges applied by the Vendor, it wouldn't be a discount, it would be an an additional credit for the Vendor right? See Emails below and Q3.
--- Email #2 email from Vendor to Customer. [AAA found some errors in calculations by BBB, and sends corrections]
... Email #3 from Customer to Vendor
"...Acabei de conversar com o [a different person in the Vendor's company] sobre a planilha enviada. Realmente existe um erro de formular e valores. Por favor desconsiderar o e-mail enviado...
Enviaremos en breve uma nova planilha correta. Por favor continuar glosando os 50% nos vencimentos referentes ao retroactivo"
Q2: What does "continuar glosando os 50% nos vencimentos..." mean? Does it mean"Please continue charging the 50% finance charges on past due amounts with regard to the retroactive amount?"
Or is there a possibility that the "glosando" here could refer to something that is not finance charges?
If "glosando os 50%" refers to finance charges here, do you think that "descontar a glosa" in Q1 may refer to finance charges, or could Q1 still be about a cancellation of an order or service by the Vendor?
I.e. Does it seem most probably that the use of glosa in Email #1 and glosando in Email #3 just refer to separate things, so that in Email #1 it refers to a cancellation, and in Email #3 it refers to finance charges? Or is there some completely different way to interpret one or both of these emails?
"Glosa", or (maybe) an "invoice justifiable deduction'', is actually made by the client on the amount allegedly obliged to be paid regarding one or more items of a certain invoice. Such deduction may or not be contested by the entrepreneur who was issuer of that invoice. Here is an example: “(a) havendo recusa em até 10% da quantidade física dos serviços amostrados, não será glosado nenhum valor à pagar decorrente da medição correspondente, desde que sejam corrigidas as falhas desses serviços dentro dos prazos estabelecidos pela fiscalização, de acordo com o Pólo de Manutenção correspondente; [PREGÃO SABESP ON-LINE CSS 41.736/16 Prestação de Serviços de Engenharia Operacionais e Comerciais para a Unidade de Negócio Médio Tietê – RM, da Diretoria de Sistemas Regionais – R - Programa de Redução de Perdas de Água e Eficiência Energética (JICA)] I’m sorry for the link sent previously, it doesn’t open; try Google the unquoted two words sabesp glosa!
The "glosa" is NOT a deduction or a discount. It's merely the dispute or contestation of an invoiced amount. The amount is not refused, cancelled or anything like it. It is only contested or disputed by the client, that is, the contractor will have to justify or provide additiona evidence to be able to receive it. It will only become a deduction if it's not approved, in a LATER stage of the invoicing, long after the glosa. And again, the glosa is an act of the client, whereas the discount or deduction is an act of the contractor. The glosa DOES NOT mean it's not approved, it won't be paid or any discount or deduction will occur. It's a mere contestation, period.
Hi Mario and Gilmar, I do agree that a deduction may be a preferred term for 'glosa' than a discount, althought I am not sure since they appear to me mean the same. (However, my Webster advises the other way around (!): “dis·count (v. disÆkount, dis kountÆ; n., adj. disÆkount), v.t. 1. to deduct a certain amount from (a bill, charge, etc.): All bills that are paid promptly will be discounted at two percent.” AND “de·duc·tion (di dukÆshÃn), n. 1. the act or process of deducting; subtraction. 2. something that is or may be deducted: She took deductions for a home office and other business expenses from her taxes.” As of what comes first, after my time as Sabesp’s engineer preceded by some years as a contractor, I must disagree: the contracted party (consultant) submits the invoice to Sabesp (the contractor party or client). The later analyses and either approve it or do a discount regarding one or more items of such invoice. Its payment may not correspond to its total depending on whether the contractor did accept or not the reasons submitted by the contracted party related to the said discount. Of course, a legal action against the contractor may sometimes take place.
The "glosa" is the dispute or the client's contestation. It is NOT a discount whatsoever. A discount, or better yet, a deduction may be the outcome of a glosa, a way to settle it. But considering a glosa as a discount is a mistake, because, as Hilton well mentioned below, the contractor may provide evidence of the progress bill and charge the exact same amount as the original, without any discount, and the glosa would still have occured anyway. The glosa is an act of the client, whereas the discount is an act of the contractor.
After the invoice receives a partial or total “glosa”, two things may happen: (1) the issuer accept it and submit a new invoice “filtered” as needed (2) the issuer contest and explain why he/she does not agree to receive less than the invoice total (just like Mario said). So, the triggering fact is the “glosa,” which perhaps can be said a *grounded/justifiable discount*, I guess.
I really don't know.....perhaps Mário Freitas can clarify this for all of us (including the Asker). As I already posted a wrong answer, I better stay away from this doubt you're pointing out, if you know what I mean :)
The item dispute follows the "glosa", right? Otherwise, the particular item "glosado" wouldn't need any justification, it could be paid as the approved ones in my view.
I trust Mario on this. I know he's got a lot of experience working with mining industry translations. As a matter of fact we worked together on a large translation project a couple of years ago and he was the editor/proofreader and proved to be very good with his knowledge on the subject.
I worked in engineering projects for SNC-Lavalin and WorleyParsons for six years in Brazil, in the Procurement area. The "glosas" were always a nightmare, because they always represented extra work and delayed payments.
In mining projects, a "glosa" is an item not approved for payment. It is not cancelled or disregarded, whatsoever. The client only requires futher explanation or evidence to pay it, but it will likely be paid on a later date, not cancelled. It is also not a discount. The amount does not change. There may be deductions, but it's not a discount. It's due to an amount unduly charged or overcharged.
Thank you everyone! Just as a clarification, this is Brazilian portuguese, and these words from emails between people in Brazil. I think they are all Brazilian.
Thank you Ana Rita, it helps to know that in Brazilian portuguese, "glosa" means "discount". Q1 then becomes easy. But what would Q2 be translated?
PORT: "Por favor continuar glosando os 50% nos vencimentos referentes ao retroactivo" ENG? "Please continue to discount 50% from the expired contracts with regard to the retroactive amount"?
I'm probably now not understanding "vencimentos" now in this context...
I don't think this text is PT-PT. Glosa is a word rarely used in PT-PT and does not mean discount or anything of the sort. The expression "continuar glosando" is pure PT-BR (it would be "continuar a glosar" in PT-PT). I would translate glosa/glosando as disregard (noun and verb).
Your text seems to be Portugal Portuguese. In Brazilian Portuguese 'glosa' means a discount (no matter what the reason), an amount that is refused payment in an invoice. Maybe because of a technicality (a wrong billing code, for example), or because the job was not properly done. Maybe in Portugal it has a slightly different meaning. Please check with colleagues from Portugal.
Automatic update in 00:
Answers
4 hrs confidence: peer agreement (net): +1
not approved to pay / do not pay
Explanation: IN YOUR CONTEXT: For some reason, some item of the invoice is not approved to be paid. This is the only meaning I know for "glosa" in Brazilian Portuguese FOR THE GIVEN CONTEXT. See (6) below, and (3) as well, after "Do grego": glo.sa s.f.fa) I. Nota breve e explicativa que se apõe à margem de texto obscuro, ao lado de palavra difícil, desconhecida, estrangeira, muito técnica ou regional, ou que se insere entre as linhas do texto. 2. Coleção dessas notas; glossário (3). 3.P.ext. Qualquer anotação marginal ou interlinear em alguma publicação. 4. Interpretação ou explicação propositadamente falsa, deturpada ou desvirtuada. 5. Composição poética em que cada estrofe termina por um dos versos de um mote escolhido. 6. Rejeição ou cancelamento de um orçamento, verbas, contas, etc., por considerá-los indignos de crédito: a auditoria fez a glosa das contas do instituto, considerando-as inaceitáveis. • Não se confunde com grosa. A Do grego glõssa = língua, pelo latim medieval glõsa = interpretação, glosa. glosar v.t.d. [1. esclarecer (um texto ou escrito) por meio de glosa(s) ou comentário(s): glosar um texto clássico; 2. fazer comentários malévolos sobre; censurar; criticar: esta nossa oposição prima apenas por glosar o governo, sem oferecer alternativas; 3. receitar ou cancelar (parte de uma conta, de um orçamento); 4. desenvolver mediante glosas ou em versos (um mote); 5.pop. suprimir (parte de um texto ou escrito)] e v.i. (fazer glosas). Grande Dicionário SACCONI da língua portuguesa (Luis Antonio Sacconi -SP-Nova Geração 2010)
Hilton F Santos Brazil Local time: 17:45 Works in field Native speaker of: Portuguese PRO pts in category: 8
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peer agreement (net): +1
