Contracts and Invoices - Pre-lien

Program/Screen: CXPLCI/CXPLCIC1

Description:

Use this program to review customer contracts and invoices that are associated with pre-lienMechanism for being able to place a lien on a customer in case they go bankrupts.

 

Click a link to advance to that section of the topic.

 

 

Navigation

Access this screen from the Pre-lien submenu in the Accounts Receivable application.  Enter the name or number of the customer for which you want to review pre-lien contracts and invoices.  To further focus the contracts and invoices list, enter a job number or a project number.  You can also indicate whether you want to review open rentals, returns, sales invoices, and so on.  Use the filters above the columns in the list to pull up specific records or sets of records.

 

Additional Program Screens

Display Contract Customer Information

Fax/E-mail Window

Contract Rental History

 

Options

Option

Description

5

Display.  Enter 5 in the Option field to access the Display Contract Customer Information screen for that contract or invoice.

6

Reprint.  Enter 6 in the Option field to reprint the contract.

7

Fax.  Enter 7 in the Option field to access the Fax/E-mail Window and enter information necessary to fax or e-mail the contract.

8

Transaction History.  Enter 8 in the Option field to access the Contract Rental History screen and review the history of transactions for that contract.

 

Fields

Customer Name or Number

Enter the name or number of the customer for which you want to review pre-lien contracts and invoices.

 

Job Number

If applicable, enter the number of a jobRecord that represents a particular work site for a customer. for which you want to review pre-lien contracts and invoices.

 

Project Number

If applicable, enter the number of a projectGrouping of multiple customer jobs working on the same development venture. for which you want to review pre-lien contracts and invoices.

 

Currency

If applicable, enter the code for the currency of the pre-lien contracts and invoices you want to review.

 

Open Rentals

Indicate whether you want to include open rental contracts in the list.  The default setting is Y.

 

Returns

Indicate whether you want to include rental returns in the list.  The default setting is N.

 

Cycle Bills

Indicate whether you want to include cycle bills in the list.  The default setting is N.

 

Sales Invoices

Indicate whether you want to include sales invoices in the list.  The default setting is N.

 

Sales Orders

Indicate whether you want to include sales orders in the list.  The default setting is N.

 

Reservations/Quotes

Indicate whether you want to include rental reservations and quotes in the list.  The default setting is Y.

 

Work Orders

Indicate whether you want to include work orders in the list.  The default setting is N.

 

Customer Name

Displays the name of the customer for whom you are reviewing pre-lien contracts and invoices.

 

Back to top

Contracts and Invoices List

 

Contract

Displays the number of the contract or invoice.

 

Sequence

Displays the sequence number associated with the contract or invoice.  The sequence number increments from 0000 every time a transaction is made against a contract.

 

Type

Displays the type of transaction such as RESERV for rental reservation or OPEN for open rental contract.

 

System Date

Displays the origination date for the transaction.

 

Location

Displays the location that originated the transaction.

 

Job Location

Displays the location of the job associated with the contract/invoice.

 

Pre-lien Release

Displays the code that describes the reason for releasing the pre-lien.  Valid codes include:

 

Pre-lien

Indicates whether a pre-lien was applied to the job associated with the contract.

 

Amount

Displays the amount associated with the transaction.

 

Payment/Adjustment

If applicable, this field displays any payments made or adjustments taken for an invoice.

 

Balance

Displays the current balance of the invoice.

 

Last Payment

Displays the date of the last payment made against the invoice.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

 

Related Programs

Create/Update Rental

Customer Contract Inquiry

Job Maintenance - Pre-lien Information

Pre-lien Report

 

 

 

Back to top