Setting up a Lien Release

Learn how to set up a lien release for a job or a vendor.

Before proceeding with this procedure, you should make sure that the correct document tracking code is set up in your system for lien releases. If none exists, you will first have to add the document tracking code.
  1. On the Site Map, click Accounts Payable > Maintenance > Document Tracking.
  2. In the Vendor field, enter the vendor code you are applying the lien release to, or double-click on this field to select from a list of available vendor codes.
  3. In the Subcontract # field, enter the subcontract number you are applying the lien release to, double-click on this field to select from a list of available subcontract numbers.
    Note: If subcontract number is not entered, then all actions defined in the detail portion of the screen will be applied to all of the vendor's activity. For example, a lien release can be printed without a specific subcontract. The "contract amount" on the report is equal to the check issued.
  4. At the Tracking item field, enter the tracking item code you have designated for lien releases, or double-click on this field to select from a list of available codes.
  5. In the Actions field, type "6" which will trigger the software to print a lien release during the check print.
  6. In the Date entered field, enter the date on which the tracking time was set up or press Enter to accept the software default.
  7. In the By field, enter the operator who set up the tracking item or press Enter to accept the software default.
  8. In the Comment field, enter a brief comment. This field is optional.
  9. Click the Lien Details button at the top of the screen and enter Lien description, Last draw #, and a Legal description. Once you have completed this window, click Save.
    Note: Entry in this window is optional.