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Lien Waiver Formats Setup

Make the following menu selections to display this grid:

Setup—Job Costing—Lien Waiver Formats

Use this menu option to manage the setup of Lien Waiver Formats. Using this option, you can define and maintain the Lien Waiver Formats that the system uses for the generation of lien waivers.

Lien Waiver Formats are created and edited using a rich text editor, which is similar to a word processing editor. One special tool in the editor is the Add Fields button, used to insert fields into the format for items that can vary from one lien waiver to another, for example check number, lien waiver number, etc. You can also use the Add Fields button to include up to ten lines of Legal Description text that you added to the Job (in Setup—Job Costing—Jobs) on the Lien Waivers Tab.

Fields

Add Lien Waiver Format

Click the button to add a new Lien Waiver format. The Choose Template pop-up opens so that you can choose a format to use as the basis for the format you are adding. The system-provided formats are:

Blank - A blank format that has no content. Use the rich text editor to add content from scratch.

Final Sample - A sample editable Final Lien Waiver and Release format that you save with a new name.

Progress - Sample - A sample editable Progress Lien Waiver and Release format that you save with a new name.

All other formats in the Choose Template pop-up are user-created formats that are listed so that you can use them for creating a new format.

Refer to instructions later in this topic for information on how to add a format.

Format

The label for the Lien Waiver Format. For example, Format 100. Actions you can perform are as follows

Click the link to display the Edit Lien Waiver Format page.

Click this column title to sort the grid by Format.

Click the Filter button to filter the grid by this column.

Description

The description for the Lien Waiver Format. For example, Lien Waiver Format 100. Actions you can perform are as follows.

Click this column title to sort the grid by Description.

Click the Filter button to filter the grid by this column.

Delete  

Use the Delete button to delete a Lien Waiver Format. Only Lien Waiver Formats that are not being used have the Delete icon available.

Also, the system-supplied formats Blank, Final - Sample, and Progress - Sample, cannot be deleted.

Header

After selecting to add or edit a Lien Waiver Format, these fields appear in the header:

Format Required field

Enter a label for the Lien Waiver Format. For example, Format 100. The name of the format must be unique to the database.

Description Required field

Enter a description for the Lien Waiver Format. For example, Lien Waiver Format 100.

Rich Text Editor

rich text editor (unlabeled)

Use the rich text editor to add or edit text. Notice that the editor is similar to a word processing editor, with the usual tools available.

Editor tools

To identify the tools, place the mouse over icons on the toolbar to view the tool tips.

NOTE that the Copy, Paste, Cut, Undo, and Redo, functions do not have icons, but can be replicated using keyboard shortcuts:

Copy = Ctrl+C

Cut = Ctrl+X

Paste = Ctrl+V

Undo = Ctrl+Z

Insert Field (button)

Place the cursor where you want to insert a field and click theInsert Fieldbutton. A pop-up list of options appears. Select an option from the list and the field appears in the rich text editor at the cursor location with brackets around it, for example {Last Invoice Date}.

Refer to the Lien Waivers Tab in Job Costing—Jobs for an example of how these fields work.

The fields and options are:

Check - Number, Date, Amount (Numerical), Amount (Written), Joint Payee

Lien Waiver - Number, Last Invoice Date, Job Amount (Numerical), Job Amount (Written)

Company - Name, Address #1- #3, City, State, Zip Code

Control - Page Break

Job - Number, Name, Location, Address #1 - #3, City, State, Zip Code, Legal Description #1 - #10 (refer to Lien Waivers Tab in Job Costing—Jobs).

Vendor - Phone Number, Fax Number, Name, Address #1 - #3, City, State, Zip Code, Type, Payments YTD, Short Name

Customer - Name, Address #1 - #3, City, State, Zip Code

Procedures

  1. Select Setup—Job Costing—Lien Waiver Formats and then click Add Lien Waiver Format. The Choose Template pop-up screen appears,
  2. Select a format from the pop-up to use as the basis for the format you are adding. The rich text editor appears as a blank field, if you selected the Blank format, or with text and other formatting available for you to edit based on the format chosen.
  3. Use the field list to help you create the new Lien Waiver Format.
  4. Click Save. The Lien Waiver Format setup grid appears again.
  1. Access the Lien Waiver Format Setup grid by selecting Setup—Job Costing—Lien Waiver Formats.
  2. Use Filter buttons on the grid to locate the Lien Waiver Format you want to edit, if necessary, and then select a link in the Format column for the format you want to edit. The rich text editor appears.
  3. Use the field list to help you edit the format.
  4. Click Save. The Lien Waiver Format Setup setup grid appears again.
  1. Access the Lien Waiver Format Setup grid by selecting Setup—Job Costing—Lien Waiver Formats.
  2. Use Filter buttons on the grid to locate the Lien Waiver Format you want to delete, if necessary.
  3. Click the Delete button in the Delete column. A delete button does not appear in the grid for formats that cannot be deleted because they are in use.
  4. Click OK to confirm the deletion.

Job Cost Overview

Job Costing Overview

Grid Pagination Controls

 

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