Pre-Lien Report

 

The Operation field is a user defined field. An Operation can be set up for Pre-lien, Pre-lien exempt and Lien filed. Each contract would need to be changed accordingly. When the report is run these “Operation” types can be excluded or included. Some companies will get a lien number. If they need it on the report they could put it in the job-site field.

 

You can select which operations to exclude from the report from the drop-down menu.  You can also choose to include all from the Customer Group.

 

 

 

The report will list Customer, Contract, Date Out, Contract Total, Status (Open, Closed) Operation and Job Site.