| „ | Lien Info Lookup Options – These controls are used to determine if the lien release is related to a customer (receivable invoices) or a vendor (payable invoices). In addition, these controls will determine how the lookup data is filtered and displayed. |
| Use this box to lookup the customer or vendor information on ALL jobs. If this option is NOT checked, then the lookup information will be filtered for the current job only. |
| This option is used for vendor releases only and can slow down the system performance if there are a lot of associated vendor records in the system. If this option is checked, then each time a new vendor is selected from the drop down list, all associated records will be queried and displayed on the fly. If this option is NOT checked, then the Lookup Vendor Invoice and Lien Info button can be used to lookup the related information as needed. |
| • | Receivables / Payables Selection |
| This option is used to select the type of release to be created. If the release will be for a customer, then select the Receivables option. If the release will be for a vendor, supplier, or subcontractor, then select the Payables option. |
| This lookup control will contain a filtered list of customers or vendors depending on the type of release being created. |
Customers – If a Receivable Lien Release is being created, then a list of all customers that have been invoiced on the current job will be displayed (including miscellaneous A/R invoices as well as contract billings). If the All Jobs option is checked, then the list will include all customers who have ever been invoiced.
Vendors / Suppliers – If a Payable Lien Release is being created, then a list of all vendors and material suppliers on the current job will be displayed. This list will include all vendors that have open payables or have been paid in the past. The material supplier names are pulled from the Liens Tab on the Vendor | Client List. If the All Jobs option is checked, then the list will include all customers who have ever been invoiced.
| The Customer data is only displayed for Receivable Lien Releases and includes a list of customer invoices based on the current customer selection and the filter options. |
| The Vendor data is only displayed for Payable Lien Releases and includes a list of vendor invoices as well as an additional list of supplier liens if applicable. Both lists are based on the current vendor selection and the filter options. |
| • | Lookup Vendor Invoice and Lien Info |
| This Button is used to manually lookup and populate the Vendor Data Grid when the Auto Lookup option is NOT checked. |
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