Track vendor liens in Sage 100 CON

by Kelcie Jensen, Sage Certified Consultant

Don’t waste your time in Excel!

Have you been tracking liens in an Excel spreadsheet? Did you know that you can log that information in Sage 100 CON to directly track vendor liens?

Tracking lien rights can be an important function of any Construction office. Whether it is tracking pre-liens from subcontractors and vendors or sending your own pre-lien notices, Sage 100 Contractor can help with streamlining this process.

To track liens from vendors

  1. Open the 3-5 Jobs (Accounts Receivable) window.
  2. Using the data control, select the job.
  3. On the Options menu, click Lien Waivers.
  4. In the Pre-lien# text box, enter the pre-lien number. (Note: The pre-lien number is a reference number provided by the vendor.)
  5. In the Vendor text box, enter the vendor number of the vendor who sent the pre-lien.
  6. If the pre-lien includes a second vendor, enter the vendor number in the Second Vendor text box.
  7. In the Received text box, type Yes if you received a pre-lien from the vendor.
  8. In the Date Received text box, enter the date of when you received the pre-lien.
  9. In the First Date text box, enter the date when the vendor first appeared on the job.
  10. In the Last Date text box, enter the date when the vendor finished the job.
  11. In the Lien Rights text box, type Yes if the vendor has lien rights.
  12. In the Joint Check text box, type Yes if the vendor is paid with a joint check.
  13. In the Final Waiver text box, type Yes if you have received the final lien waiver from the vendor.
  14. In the Final Date text box, enter the date when the final lien waiver was received.

Repeat the steps for each pre-lien you receive, then click File and Save.

To auto-generate and send pre-liens

  1. Open the 3-5 Jobs (accounts Receivable) window.
  2. Using the data control, select the job.
  3. On the Options menu, click Pre-Lien Information.
  4. There, depending on the nature of your project and your company’s needs, you can fill out the information needed.
  5. Print the pre-lien from 3-1-10 Pre-Lien Notices.

This information can be modified to match your company’s needs.

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