Print/Email Lien Waivers
Form ID: (CL502000)
On this form, you can print lien waivers, send them by email, and mark particular lien waivers as final ones. For more information about lien waivers, see Lien Waivers: General Information.
Form Toolbar
The form toolbar includes the buttons described below.
| Command | Description |
|---|---|
| Process | Initiates the printing or sending by email the lien waivers you have selected (by using the unlabeled check boxes) in the table. |
| Process All | Initiates the printing or sending by email all lien waivers in the table. |
Selection Area
In the Selection area, you can select the action to be applied to the lien waivers for the selected date range. You can also narrow the list of lien waivers in the table by specifying a project, vendor, and category of the lien waivers in this area.
| Element | Description |
|---|---|
| Action |
The action to be performed to the selected lien waivers when you click the Process or Process All button:
Important: If a vendor has no active mailings, the system will use the
mailings defined in the vendor class of this vendor for printing and emailing
documents.
|
| Project | The project whose lien waiver you want to view in the table. |
| Vendor |
The vendor whose lien waiver you want to view in the table. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
|
| Category | The category of the lien waivers you want to view in the table, which is one of
the following:
|
| Date Range | The start date and end date of the date range for which the lien waivers are shown in the table. |
| Show Processed | A check box that indicates (if selected) that the lien waivers that have already been processed are shown in the table. |
| Combine Documents into One File |
A check box that indicates (if
selected) that the system combines the processed documents into a single file and
attaches it to the email.
Attention: You can combine up to 100
documents into one file attached to an email. If more than 100 documents of a recipient
are included in processing, the system creates multiple emails, keeping the documents of
each attachment within this limit. For example, if 225 documents are being processed for
a recipient, the system creates three emails: two emails with 100 documents combined
into a single file, and one email with 25 documents combined. This check box is available only if Email Quote or Email Sales Order is selected in the Action box and the Send Documents in One Email check box is selected. |
| Print with DeviceHub |
A check box that indicates (if selected) that when you select a printing action and process documents, the system generates the preview and prints all selected documents using the DeviceHub tool application. This check box appears on the form only if both of the following conditions are met:
|
| Create Print Job per Document |
A check box that indicates (if selected) that the system will create a separate print job for each document sent to DeviceHub from the current processing form. You can use this check box, for instance, to prevent two different documents from being printed on different sides of one sheet. If the check box is cleared and you select multiple documents, the system may combine them into a single print job based on the type of the printed documents. This check box appears on the form only if both of the following conditions are met:
|
| Define Printer Manually |
A check box that indicates that you want to specify the printer to be used for printing documents. If the check box is cleared, the printer is automatically defined by the system. This check box appears on the form only if both of the following conditions are met:
|
| Printer |
The identifier of the printer to be used for printing documents. This box appears on the form only if both of the following conditions are met:
The box is available for selection if the Define Printer Manually check box is selected. |
| Number of Copies | The number of copies of each document to be printed via DeviceHub. This box appears on the form only if both of the following conditions are met:
|
Table
In this table, you can view the list of lien waivers that match any selection criteria that you have specified. You can also select the lien waivers to be processed—that is, those to be printed or emailed, depending on the action that you have selected.
| Column | Description |
|---|---|
| Included | An unlabeled check box that you can use to include the lien waiver in processing if you click Process. |
| Creation Date | The date when the lien waiver was created in the system. |
| Document Category | The category of the lien waiver, which can be one of the following;
|
| Status | The status of the lien waiver. |
| Required | A check box that indicates (if selected) that the lien waiver is required. |
| Received from Vendor | A check box that indicates (if selected) that the lien waiver was received from the vendor. |
| Received from Joint Payee | A check box that indicates (if selected) that the lien waiver was received from the joint payee. |
| Processed | A check box that indicates (if selected) that the lien waiver was processed. |
| Voided | A check box that indicates (if selected) that the lien waiver was voided. |
| Created Automatically | A check box that indicates (if selected) that the lien waiver was generated automatically. If the check box is cleared, the lien waiver was created manually. |
| Project | The project to which lien waiver is related. |
| Customer | The identifier of the customer associated with the lien waiver. |
| Customer Name | The name of the customer associated with the lien waiver. |
| Vendor | The identifier of the vendor associated with the lien waiver. |
| Vendor Name | The name of the vendor associated with the lien waiver. |
| Subcontract | The reference number of the subcontract associated with the lien waiver. |
| Subcontract Total | The total amount of the subcontract associated with the lien waiver. |
| Purchase Order | The reference number of the purchase order associated with the lien waiver. |
| PO Total | The total amount of the purchase order associated with the lien waiver. |
| AP Document Type | The type of the accounts payable document associated with the lien waiver. |
| AP Document Ref. Nbr. | The reference number of the accounts payable document associated with the lien waiver. |
| Bill Amount | The amount of the bill associated with the lien waiver. |
| Lien Waiver Amount (Vendor) | The amount covered by the lien waiver for the main vendor. This column is filled in if the lien waiver relates to a bill paid by joint payees. The main vendor is the vendor that is working directly with you on the project. |
| Lien Notice Amount | The pre-lien (lien notice) amount for the main vendor. |
| AP Payment Type | The type of the payment document associated with the lien waiver. |
| AP Payment Ref. Nbr. | The reference number of the AP payment associated with the lien waiver. |
| Payment Date | The date of the AP payment associated with the lien waiver. |
| Through Date | The date through which the lien waiver amount was calculated. |
| Joint Payee (Vendor) | The identifier of the joint payee vendor associated with the lien waiver. |
| Joint Payee | The name of the external joint vendor that is not recorded in the system. |
| Joint Amount Paid | The amount to be paid to joint payees according to the joint payment. |
| Joint Payee Lien Waiver Amount | The amount covered by the lien waiver for the joint vendor of the payment associated with this lien waiver. |
| Joint Lien Notice Amount | The pre-lien (lien notice) amount for the joint vendor. |
| Document ID | The unique identifier of the compliance document. |