Lien Management Settings screen
Use the Lien Management Settings screen to establish basic information that ProContractor uses to control how liens are handled for a company, including the defaults for auto-creating lien notices and releases and the type of notifications you will receive.
ProContractor has a default set of lien management settings. You can modify these settings as needed.
General Settings
-
When entering an invoice, calculate the lien release amount by subtracting the retainage amount from the purchase/billing amount: No
-
When selecting vendor invoices for payment, notify if lien releases sent earlier have not been received: Yes
Vendor-Related Options
|
Function |
Auto-Create Option |
Lien Management Review Required |
|---|---|---|
|
Enter Purchase Order |
Lien Notice |
No |
|
Enter Subcontract |
Lien Notice |
Yes |
|
Enter Subcontract Change Order |
Lien Notice |
Yes |
|
Create PO from Estimate |
Lien Notice |
Yes |
|
Enter Vendor Invoice |
Received Conditional Release |
Yes |
|
Select Vendor Invoice for Payment |
Received Conditional Release |
Yes |
Customer-Related Options
|
Function |
Auto-Create Option |
Lien Management Review Required |
|---|---|---|
|
Project |
Do Not Auto Create |
No |
|
Enter Owner Change Order |
Do Not Auto Create |
No |
|
Enter Project Manager Worksheet |
Do Not Auto Create |
No |
|
Enter Contract Invoice |
Do Not Auto Create |
Yes |
|
Enter Manual Time & Material Invoice |
Do Not Auto Create |
No |
|
Enter Generated Time & Material Invoice |
Do Not Auto Create |
No |
|
Enter Cash Receipts |
Do Not Auto Create |
No |
|
Enter Customer Invoice |
Do Not Auto Create |
No |
If you choose not to have ProContractor auto-create lien notices and/or releases, you can still create and manage lien notices and releases using the Enter Customer Lien Notice & Release screen or the Enter Vendor Lien Notice & Release screen.
