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 generate documents using payment data as a trigger.
No Trigger (Manual) - Manually process documents.
Payment Data Trigger
Lien can automatically generate a lien document and merge payment data into the document 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 Docs, Payment Data is referred to as a “trigger” because the processing of payment data automatically triggers a lien document to be generated and queued. Either BuildPro or SupplyPro may utilize the trigger.
If the user chooses to use the Payment Data trigger, the user must choose the Process mode and the Apply To option.
Process - In SupplyPro, only one Process mode is available. All automatically geneated lien documents will be sent to the queue until the supplier electronically signs them.
Send to Queue - As soon as BuildPro receives payment data, a lien document is generated in SupplyPro and placed in the queue. The user can review and correct the document before electronically signing the lien document and transmitting it to the builder.
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 in SupplyPro. If the user chooses the Payment Data trigger, only one recurring doc in each 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 in SupplyPro. If the user chooses the Payment Data trigger, only one recurring doc in each 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 in SupplyPro. If the user chooses the Payment Data trigger, only one recurring doc in each 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 send Payment Data, only one (POs & EPOS) or two recurring docs (POs or EPOs) can be set up for automatic processing per builder account. All other recurring docs must be processed manually. A user can set up an unlimited number of recurring docs for each builder account that are manually processed.
For builders who do not send Payment Data, all recurring docs must be set to the Manual trigger. Each time a lien document needs to be generated, the user must go to the Process Recurring Doc page to generate the lien document.