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Contents of the Print A/R Lien Waiver Forms Screen

Use the fields and options to configure the Print A/R Lien Waiver Forms screen.

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, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
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 on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on 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 on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Select Ranges

Field Description
Print Option

From the drop-down list, select the process that you want to run.

The options are:

  • Print Test Lien Waiver (default)
  • Print Lien Waiver
  • Reprint Lien Waiver

    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

Field Description
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.

Field Description
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.

Field Description
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.

Field Description
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.