Print/Email Lien Waivers

Form ID: (CL502000)

Note: This form is available only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

On this form, you can print lien waivers or send them by email.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


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: Email Lien Waiver: Generates emails for the lien waivers in accordance with the mailing settings on the Compliance Preferences (CL301000) form. Print Lien Waiver: Prints the lien waivers.
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: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Category	The category of the lien waivers you want to view in the table, which is one of the following: Conditional Partial Conditional Final Unconditional Partial Unconditional Final
Start Date	The start date of the date range for which the lien waivers are shown in the table.
End Date	The 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.

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; Conditional Partial Conditional Final Unconditional Partial Unconditional Final
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 (Vendor)	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 identifier of the subcontract 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	The identifier of the joint vendor record associated with the lien waiver.
External Joint Payee	The name of the joint vendor that is not recorded in the system.
Joint Amount	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.