Sage Construction & Real Estate

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Lien Waivers

Posted By Kelly Lacy over 4 years ago

Does anyone know how to create a lien waiver in an easy, step by step way? I have a lot of knowledge based articles and have spoken with Sage reps but have never been able to get a clear, concise, simple way of doing this.

Thank you!

0 wheumann over 4 years ago

Are you using Sage 300 CRE (Construction+) or Sage 300 (generic ERP)? If the former, you or someone monitoring this forum can move your question there. If the latter, there is no simple way. I've done this with a Crystal Report attached to an AR invoice, but it's based on the way my client does their invoicing and yours is likely different. When the invoice is about to print, the user selects Conditional vs Unconditional and Progress vs Final; then most info fills in from invoice but user can override if needed. If that's an avenue you'd like to pursue, let me know.
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0 Derek Vink over 4 years ago in reply to wheumann

Moving this post to the Sage 300 CRE forum in the Sage Construction and Real Estate Support Group.

Thanks,

Derek
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