SAMPro supports Partial and Final Lien Waiver Processing. This expended functionality supports the generation of Partial and Final Lien Waiver documents for subcontractors following the generation of AP Checks. Both the Job and Vendor must be flagged as Lien Waiver Required before a Purchase Order is generated to implement this enhancement so that the PO's Lien Waiver flag will carry through to the individual Vendor Invoices and AP Checks.
The Lien Waiver Documents generated by the new reports would then be sent to the Contractors for their signatures/notarization.
Click Report Lien Waiver Partial or Report Line Waiver Final for details on these reports.
Vendor
Lien Waiver Req'd?
This field should be checked if Lien Waivers are required for this Vendor for a Job that also requires Lien Waivers. Lien Waiver Processing is only enabled if both the Vendor and Job require Lien Waivers.
Job
Lien Waiver Req'd?
This field should be checked if Lien Waivers are required for this Job. Note that Lien Waiver Processing will only be enabled if both the Vendor and Job require Lien Waivers. In version 9.0, only the Job's Lien Waiver status was considered.
Purchase Order
Lien Waiver Req'd (below Vendor Id)
This field is displayed from the Vendor record.
Lien Waiver Req'd (to the right of the Job Id)
When BOTH the Job Record's Lien Waiver Required and the Vendor's Lien Waiver Required fields are checked, Purchase Orders for this Job and Vendor will also be flagged as Lien Waiver Required when they are created. If a Work Order referenced in the PO header, the Lien Waiver flag will also be checked if BOTH the Work Order's header Job and the Vendor require Lien Waivers.
The PO's Lien Waiver flag will carry through to individual Vendor Invoices and AP Checks.
AP Journal
Lien Waiver Req'd?
This field will be checked if the PO used to generate it required Lien Waivers.
Vendor Invoice (Internal)
Lien Waiver Req'd?
This field will be checked if the AP Journal used to generate it required Lien Waivers.
AP Check Record (Internal)
Lien Waiver Req'd?
This field will be checked if the AP Journal / Vendor Invoice used to generate it required Lien Waivers.