Liens Parameter Maintenance

Use Liens Parameter Maintenance to control the liens process.  You can set the costs associated with preparing liens or 30-day notices, and you can set the minimum balance a customer must have in order for a lien to be generated.  You can also specify the Transaction Codes for generating the customer's lien detail, the letter cost transactions and lien interest transactions, if applicable.  In addition, you can specify which A/R balances to accumulate for the customers' lien amount and you can specify if you lien your customers more than once a year.

Tips:  

• Maintain the Lien Parameter record for each service you have, as the first step in the liens routines.  For the timing and sequence of the liens steps, see the Liens Procedure.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Lien Parameter Maintenance, click More.

   

  • Click the following sequence:  Processes from the Menu Bar, Liens, and Liens Parameter Maintenance.

  • Or, use the keyboard shortcut:  [ALT] [p] [p] [d].
     

  Liens Parameter Maintenance Window Example:

  

   

• Creating a new lien parameter record, click More.

  To create a new record choose one of these methods:

  • Enter the defined Service ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the defined Service ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new lien parameter record, New  displays near the Service ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Liens Parameter Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Service ID	Enter a defined Service Code as the Service ID. (2.0 numeric)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing lien parameter records, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To create a new lien parameter record or to display an existing record, enter the Service ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Title	Enter the title of the lien parameter record. (up to 20 characters)
  Description	Enter the full description associated with the lien parameter record. (up to 40 characters)
  Lien Transaction Codes
  Lien Tran Code	Enter the Transaction Code for generating lien transactions. (3.0 numeric) Notes:   To search for a Transaction Code, click Search or press [CTRL + f]. To create a new Transaction Code, click Fast Maintenance or press [CTRL + o].
  Lien Cost Tran Code	Enter the Transaction Code for generating lien cost transactions. (3.0 numeric) Notes:   To search for a Transaction Code, click Search or press [CTRL + f]. To create a new Transaction Code, click Fast Maintenance or press [CTRL + o].
  Lien Interest Tran Code	Enter the Transaction Code for generating lien interest transactions, if applicable. (3.0 numeric) Notes:   To search for a Transaction Code, click Search or press [CTRL + f]. To create a new Transaction Code, click Fast Maintenance or press [CTRL + o].
  Lien Cost Amount
  Letter Cost Amount	Enter the amount of the 30-day notice or lien letter costs. (6.2 numeric) Note:  You may need to edit the value of the Letter Cost Amount each time you process liens.
  Flat Cost Amount	Enter the flat fee for filing the lien if this is charged as a separate amount.  (6.2 numeric)
  Multi-Service Lien Cost	To print a single letter for all of a customer's services and to include one letter cost for all your services, click Yes in the drop-down list. To print separate letters for each service, click No in the drop-down list.
  Lien Parameters
  Send notices to both owners & tenants	To send notices to both owners and tenants, when applicable, click Yes in the drop-down list. To only send notices to the owner, click No in the drop-down list. Note:  Leave the default setting.
  Calculate Lien Amount From	To specify the customer A/R buckets to include when generating liens, enter the appropriate Age Group ID. (up to 5 characters) Notes:   Edifice sets the customers' lien amount by accumulating their A/R balances amounts that are within the specified Age Group. To search for an Age Group ID, click Search or press [CTRL + f]. To create a new Age Group, click Fast Maintenance or press [CTRL + o].
  Do accounts have multiple liens in a year	To process liens multiple times in a year, click Yes in the drop-down list. To only process liens once a year, click No in the drop-down list. Note:  NDS recommends setting this field to Yes.
  Lien Minimum Balance Amount	Enter the Minimum Balance a customer must have to be included in the lien process. (-6.2 numeric)
  Current Lien Year	Enter the current lien year. (2.0 numeric) Note:  Generally, you will edit the value of this field each year.
  Lien Post Date	Displays for your reference the date the Post Lien Transactions routine was last performed. Note:  This field is display-only at this time.
  Current Lien Month	Enter the current lien month. (1-12) Note:  Each time you process liens, you should verify the value of the Current Lien Month.

   

• Editing an existing lien parameter record, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1. To display the record to be changed, enter the Service ID and click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]
     
     Tip:  If you do not know the Service ID, you can click Search  to see a list of lien parameter records.

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

  4. To complete the edit process, click Save , or press [ENTER].
     Keyboard shortcut:  [ALT + s]

   

• Deleting an existing lien parameter record, click More.

   

  1. To display the record to be deleted, enter the Service ID and click Retrieve , or press [ENTER].
     Keyboard shortcut:  [ALT + t]
     Tip:  If you do not know the Service ID, you can click Search  to see a list of lien parameter records.

  2. Click File from the Menu Bar, and next click Delete .
     Keyboard shortcut:  [ALT] [f] [d]

  3. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
     
     Example:
     
     
     
     Note:  After you click Proceed, you will see the following message on the Status Bar.