Before setting up documents, it is important to understand how Lien Docs processes lien documents. Lien Docs has the ability to process lien documents in two ways:

• Payment Data Trigger - Automatically process documents using payment data as a trigger.

• No Trigger (Manual) - Manually process documents.

Payment Data Trigger

Lien can automatically merge payment data into a specific lien document and auto-send the document to the correct supplier in SupplyPro. To take advantage of this automation, the BuildPro company must be integrated with its back-office accounting system and send payment data to BuildPro.

In Lien Documents, Payment Data is referred to as a ”trigger” because the processing of payment data automatically triggers a lien document to be generated and transmitted to the supplier. For the first version of Lien Documents,  Payment Data is the only available trigger. Either BuildPro or SupplyPro may utilize the trigger.

If the user chooses to use the Payment Data trigger, the user must choose how to process the lien documents and to which orders to apply the trigger.

• Process - The Process mode determines if the lien doc will be automatically processed (sent to the supplier once the trigger occurs) or sent to the queue (for review before sending to the supplier.

• Automatically Process - As soon as BuildPro receives payment data (check number, check total) for a PO, EPO, or both, a lien document is generated from the recurring document and immediately transmitted to the supplier. Any time a recurring doc lien template is set to automatically process and the data cannot be found, for whatever reason, the document will be sent to the queue for the user to manually input the data.

• Send to Queue - As soon as BuildPro receives payment data, a lien document is generated and placed in the queue. The user can review and correct the document before manually transmitting it to the supplier.

• Apply To - The user must choose whether to apply the trigger to POs, EPOs, or both.

• Both POs and EPOs - If BuildPro receives payment data for a PO or EPO, the lien document is automatically generated. If the user chooses this trigger option, only one recurring doc in this division can be set up for automatic processing. All other recurring docs must processed manually.

• EPOs Only - If BuildPro receives payment data for an EPO, the lien document is automatically generated. If the user chooses this trigger option, only one recurring doc in this division can be set up for EPO automatic processing and one recurring doc for PO automatic processing. All other recurring docs must processed manually.

• POs Only - If BuildPro receives payment data for a PO, the lien document is automatically generated. If the user chooses this trigger option, only one recurring doc in this division can be set up for PO automatic processing and one recurring doc for EPO automatic processing. All other recurring docs must processed manually.

No Trigger (Manual)

For builders who use the Payment Data Trigger, only one or two recurring docs (see above section) can be set up for automatic processing. All other recurring docs must be processed manually. Each company division can set up an unlimited number of recurring docs that are manually processed.

Each time a lien document needs to be transmitted to the supplier, the user must go to the Process Recurring Doc page to process and transmit a lien document to the supplier.