Liens Prepare Notice Workfile

Use the Liens Prepare Notice Workfile routine to generate the information for the 30-day notices or liens in the Lien Notice Workfile.  The generated information includes customers who have delinquent balances and their amounts to go to lien for their unpaid balances.

Notes:  

• Before you begin the Prepare Notice Workfile routine, maintain the appropriate Lien Parameter record to ensure that lien processing is set up for the appropriate Current Lien Year, appropriate Current Lien Month and correct letter costs.

• Generally, the Liens Prepare Notice Workfile routine is the second step in the process of generating liens.  For more information, see the Liens Procedure.

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

Directions:

To see directions for...

• Opening the Liens Prepare Notice Workfile routine, click More.

   

  • Click the following sequence:  Processes from the Menu Bar, Liens, and Prepare Notice Workfile.

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

  Liens Prepare Notice Workfile Window Example:

  

   

• Choosing the selections at the prompt options, click More.

   

  Liens Prepare Notice Workfile Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the services to include, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All .
  Companies	To select the companies to include, click to check the appropriate companies listed. Tip:  To quickly select or de-select all companies listed, click Check All .
  Finance Periods	To select the finance periods to include, click to check the appropriate finance periods listed. Tip:  To quickly select or de-select all finance periods listed, click Check All .
  Open Item Billing Date	To include all customers with overdue invoices in the Liens workfile, enter the billing date for the open items.  All items that meet the date criteria, will be included in the workfile.
  	To start the Prepare Notice Workfile routine, click Proceed or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape without creating the Workfile, click Cancel. Keyboard shortcut:  [ALT +c]
  	To close the Prepare Notice Workfile routine when the routine is complete, click Done. Keyboard shortcut:  [ALT + d] Important:  The following message alerts you when the routine is finished: ** COMPLETE **