What the settings determine

Accounts Payable

• Determines when to create a lien waiver
• Options: when you enter the invoice, select the invoice for payment, or pay the invoice

Job Cost

• Determines when to create a lien waiver for the job
• Options: when you enter or pay the invoice, or when you change settings to allow entry to closed jobs

Verify settings in Accounts Payable

Note: Changing these settings isn’t retroactive.

1. Automatically create

1. In Accounts Payable, from the File menu, select Company Settings, AP Settings, Compliance Settings.
2. Go to the Conditional Lien Waivers tab and/or Unconditional Lien Waivers tab.
3. Set Automatically create [conditional/unconditional] lien waivers to Create.
4. Select the desired Create partial lien waivers at option:
   • Invoice Posting: Creates the lien waiver record when the invoice is posted
   • Invoice Payment Selection: Creates the lien waiver record when you select the invoice for payment
   • Invoice Payment: Creates the lien waiver record when you pay the invoice (by check, electronic (EFT), or credit card)
   • Note: Payment discounts from vendors only show on the lien waiver if you select Invoice payment

2. Through Date

1. Select the desired Lien Waiver through date option. Sage 300 CRE uses this setting as a default only when setting up new jobs.
2. You can change it on the job in JC Setup, Jobs, Compliance tab, Through date definition settings. The setting acts as the through date on the lien waiver for the date covered for work.

3. Enable lien waivers based on job settings?

Determine if you need to select Enable lien waivers for all vendors based on job compliance settings.

• Select the setting if:
  • You want to enable automatic lien waiver creation for all vendors based on the job settings
  • You won't select Create lien waivers for this vendor based on job settings for each vendor
• Clear this check box if:
  • You want to require that users individually select the vendors for lien waivers
  • You’ll select Create lien waivers for this vendor based on job settings for each vendor

4. Finish settings

1. Select any other options as desired. Refer to the What's This? help on the fields for more information about the field or setting.
2. Click OK to exit the Compliance Settings window.
3. Click OK to exit the AP Settings window.

5. If you didn't enable based on job settings

If you didn’t select the Enable lien waivers for all vendors based on job compliance settings option:

1. Go to AP Setup, Vendors.
2. For each vendor that needs a lien waiver, go to the Insurance/Compliance tab.
3. Select the Create lien waivers for this vendor based on job settings check box.

Verify settings in Job Cost

1. Go to Job Cost, Setup, Jobs, Job Compliance tab.
2. Select the Generate Lien Waiver check box for each vendor type that needs to receive a lien waiver.
3. Click the Min. Amount for Lien Waivers button to verify the minimum amount entered.
   1. If there's a minimum amount requirement, enter it or change the amount if it’s incorrect.
   2. If there’s no minimum and you always want a lien waiver, leave the minimum amount blank.

Print lien waivers

When you create the lien waivers, they don't automatically print. You can print them or send them as email attachments. You do this from the Lien Waivers tab of the Subcontractor Compliance Management window or from the Reports menu. To print the lien waiver forms, see steps to print the waivers in Accounts Payable.

Manually create lien waivers

If waivers still don't generate, you can manually create any missing lien waivers.

1. Go to Accounts Payable Tasks, Subcontractor Compliance Management, Lien Waivers tab.
2. Select the Job and the Vendor.
3. Add new records on the last row on the grid with the asterisk (*).
4. If you receive a "Duplicate key value..." error when trying to complete or save the record, see steps to resolve the error.

Where can I find the Subcontractor Compliance Management Training Supplement document?