PRINT A/R LIEN WAIVER FORMS
Use the Print A/R Lien Waiver Forms screen to print lien waiver documents for Accounts Receivables. The options available are Print Test Lien Waiver, Print Lien Waiver, and Reprint Lien Waiver.
To print lien waivers, the following conditions must exist:
-
There must be an entry on the Manage Project Waiver Information screen for both the vendor and the project.
-
A bill or cash receipt has been posted for the customer in question.
-
The project and lien waiver must be linked on the Manage Project User Flow screen in Costpoint Project Setup.
Deltek provides a Standard RPT file that displays an example of a lien waiver document along with its supporting detail. Using Report Windows, you can create custom waivers to satisfy the requirements of different states.
You must have already posted invoices and cash receipts for the customer before you can print a lien waiver for that customer. You can post invoices and cash receipts through either the Post Billing menu in Costpoint Billing or the Post Cash Receipts screen.
You can print AR lien waivers for invoice, interim receipts, or final receipt. To print a final waiver for a vendor, you must select the Print Final Waiver check box on the Manage Project Waiver Information screen.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Select Ranges
Print Option
From the drop-down list, select the process that you want to run.
The options are:
Print Test Lien Waiver is the default value for this field. Changing this selection will enable/disable access to other fields.
Waiver Doc Code
Enter, or click 
to select, a waiver documentation code. The waiver document code is originally set up on the Manage Lien Waiver Document Names screen.
AR Posting Source
Billing
Select this option if your posting source is from Costpoint Billing.
Cash Receipt
Select this option if your posting source is from Costpoint Accounts Receivable.
Posting Period
Use this row to specify a range of posting periods to include on the report.
Option
From the drop-down list, select the range of posting periods to include on the report.
The options are:
-
All — Select this option to include all posting periods on the report. The Start and End fields are disabled for this option.
-
One — Select this option to include only one posting period on the report. Enter the posting period in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of posting periods on the report. Enter the beginning posting period in the Start field, and enter the ending posting period in the End field.
-
From Beginning — Select this option to include a range that starts from the beginning of all available posting periods and ends with the posting period that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range that starts with the posting period that you enter in the Start field and ends with the last posting period of all the periods. The End field is disabled for this option.
Start Fiscal Year
Enter, or click to select, the starting fiscal year of the lien waiver documents you want to print.
Start Period
Enter, or click to select, the starting fiscal period of the lien waiver documents you want to print.
Start Subperiod
Enter, or click to select, the starting fiscal subperiod of the lien waiver documents you want to print.
Start Date
This field displays the start date depending on the fiscal year, period, and subperiod that you enter.
End Fiscal Year
Enter, or click to select, the ending fiscal year of the lien waiver documents you want to print.
End Period
Enter, or click to select, the ending fiscal period of the lien waiver documents you want to print.
End Subperiod
Enter, or click to select, the ending fiscal subperiod of the lien waiver documents you want to print.
End Date
This field displays the end date depending on the fiscal year, period, and subperiod that you enter.
Customer Account
Use this row to specify a range of customer accounts to print.
Option
Select the range of customer accounts that you want to include on the report.
The options are:
-
All — Select this option to include all customer accounts on the report. The Start and End fields are disabled for this option.
-
One — Select this option to include only one customer account on the report. Enter the customer account in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of customer accounts on the report. Enter the beginning customer account in the Start field, and enter the ending customer account in the End field.
-
From Beginning — Select this option to include a range that starts from the beginning of all available customer accounts and ends with the customer account that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range that starts with the customer account that you enter in the Start field and ends with the last customer account of all available customer accounts. The End field is disabled for this option.
Start
Enter the starting customer account to include in the range. If you select All or From Beginning in the Range Option field, this field is unavailable.
End
Enter the ending customer account to include in the range. If you select All, One, or To End in the Range Option field, this field is unavailable.
Lien Number
Use this row to select the lien waivers that you want to reprint.
Option
Select the range of liens that you want to include on the report.
The options are:
-
All — Select this option to include all lien numbers on the report. The Start and End fields are disabled for this option.
-
One — Select this option to include only one lien number on the report. Enter the lien number in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of lien numbers on the report. Enter the beginning lien number in the Start field, and enter the ending lien number in the End field.
-
From Beginning — Select this option to include a range that starts from the beginning of all available lien numbers and ends with the lien number that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range that starts with the lien number that you enter in the Start field and ends with the last lien number of all the available lien numbers. The End field is disabled for this option.
Start
Enter the starting lien number to include in the report. If you select All or From Beginning in the Lien Number Option field, the Start field is unavailable.
End
Enter the ending lien number to include in the report. If you select All, One, or To End in the Lien Number Option field, the End field is unavailable.