The Lien report displays the list of lien documents by division. It displays the date sent to SupplyPro and allows the user to view lien document PDF for transmitted and signed documents.

Where does that come from?

Below is a list of information in the Lien report and where the information comes from.

Report Filters

Division - For company-level users, list all divisions in the user's org. For division-level users, list the user's division. Filter by one division.

Community - Lists all communities in the selected division.

Job Status - Filter the report by job status. Defaults to Active.

Job - Lists all jobs in the selected community. Filter by one job or all jobs.

Supplier - Lists all suppliers in the selected division. Filter by one supplier or all suppliers.

Recurring Doc - Lists all recurring docs set up for the selected division, including deleted recurring docs. Filter by one recurring doc or all recurring docs.

Doc Status - Choose to display 'Signed' documents, 'Unsigned' documents, or all documents.

Auto-Processed - 'Yes' will display only documents that are set to the payment trigger and have already been processed. (Documents in the queue will appear on the report after they are processed). 'No' will display only documents that are manually processed. 'All Documents' displays all documents regardless of how they were processed.

Date Range From/To - Enter a date range to view only documents created within those dates. Or, click the Select Dates button to change the type of date filter. Choose from: Custom (Enter Date Range), Today, Yesterday, Next X Days, Last X Days, This Week/Month/Quarter, To Date Week/Month/Quarter, Last Week/Month/Quarter, No Date Filter.

Report Columns

Job Status - Displays the status of the job.

Supplier - Displays the name of the supplier that received the lien document.

Document Name - Displays the name of the lien document, the date it was created, and the unique lien ID number.

Status - Displays the status of the lien document, 'Signed' by the supplier or 'Transmitted' (unsigned by the supplier).

Sent to SupplyPro - Displays the date and time the lien document was transmitted to the supplier.

Auto Process - Shows 'Y' if the document was automatically processed using the payment data trigger or 'N' if the document was manually processed.

View Doc - Click on the View link to view the lien document PDF. If the document status is 'Transmitted,' the PDF displays the words "For Review Only" across the document. If the document is 'Signed,' the PDF displays the name of the user who electronically signed the document and the date it was signed in the bottom left of the document.