- SENT PRELIMINARY LIEN NOTICE
- This value defaults from the "Additional Info" window from the
customer record in Customer Information
but can be changed as required.
Select one of the following options:- Select Yes to apply a preliminary lien to this site.
- Select No if no lien should be applied to this site.
- Select Does Not Apply if this is not relevant for this site.
Click the
icon to access the details if a
lien is being served as outlined in Preliminary Notice.- DATE SENT
- Enter the date that the preliminary lien notice was sent.
This date is mandatory if a preliminary lien was sent. - AMOUNT
- Enter the optional amount of the lien.
This is information only, but the field can be used in Dynamic Reporting.
UPDATED DATE SENT- Enter the follow-up date of an existing preliminary lien notice.
- UPDATED AMOUNT
- Enter the optional follow-up amount for the lien.
SENT NNP NOTICE- This value defaults from the "Additional Info" window from the
customer record in Customer Information
but can be over-typed as required.
Select one of the following Notice of Non Payment options:- Select Yes if a Notice of Non Payment was sent to this site.
- Select No if no NNP was sent to this site.
- Select Does Not Applyif NNP does not apply to this site.
- DATE SENT
- Enter the date that the NNP was sent.
This date is mandatory if an NNP was sent.
AMOUNT- Enter the amount of the claim on the NNP.
This field is mandatory if an NNP was sent.
SENT CLAIM OF LIEN- This value defaults from the "Additional Info" window from the
customer record in Customer Information
but can be over-typed as required.
Select one of the following Claim of Lien options:- Select Yes if a Claim of Lien was sent to this site.
- Select No if no claim was sent to this site.
- Select Does Not Apply if the Claim of Lien does not apply to this site.
- DATE SENT
- Enter the date that the Claim of Lien notice was sent.
This date is mandatory if a Claim of Lien was sent.
AMOUNT- Enter the amount of the Claim of Lien.
This field is mandatory if a Claim of Lien was sent.
The Unpaid Revenue By Site detailed report includes lien amounts by site in the detailed breakdown with document numbers and dates.
CONTRACTOR'S NAME- Enter the name of the Contractor on the site.
SITE OPEN- Check this box to flag this job site as opened. In the site
lookup window on documents, only open or all sites can be
specified.
Uncheck this box to flag this site as closed.
Documents can only be created for open sites.
JOB SITE OPEN DATE- Accept today's date or enter the actual date the job site was opened.
SITE CONTACT INFORMATION- A window is provide to setup multiple site contacts as outlined
in Contact Information, and to define the
documents for this Site to be emailed to the appropriate contacts.
Note: If the Site is deleted, the Site Contacts are not deleted as they remain linked to the Customer Information.
ALLOW RENTAL CAP- A Rental Cap dollar amount can be assigned to individual rental
products in Rental Inventory to be used as
a maximum amount to be charged for the rental of the product.
This must first be activated in the Company Rate Parameters.
The customer must be set to allow rental capping in the "Billing Settings" of the Additional Info window of Customer Information to allow any of the customer's sites to utilize the rental cap.Check this box if the maximum rental caps should apply for this site.
Uncheck this box if rental capping does NOT apply to this site.Note: This field will be disabled if the customer is not flagged to Allow Rental Cap.
Finished?- Click OK to accept the information and exit the window.