Generating Waivers By Job Using The Generate Waivers Feature 

Waivers can be generated on a large scale without having to access individual vendor records.  Users can create multiple waiver records by Job using the Generate Waivers.  These features allow users to select numerous vendors by Job and can create multiple waiver records, send and print from one Grid.  If you have a connection with your ERP System, you can use the AP Invoice feature within the Generate Waivers Grid that will allow you to pull check or invoice data from your ERP System.  To learn more about the AP Invoice feature, review Generating Waivers Using the ERP Data section.  This section will review how to generate multiple waivers by Job.

      1)    Click on the Add Waivers Button located at the top of the program to access the Generate Waivers Dialog Box.

      2)   From the Generate Waivers Dialog Box, select the Job from the Job Pull-Down Menu. Then select the Waiver Form from the Waiver Type Drop-Down Menu.

      3)   Enter a Through Date in the Through Date Field. Note: The through date will automatically pre-fill according to how the Through Date was set from the Job Level Lien Waiver Config 

      4)   Enter the date that you want to receive the signed waiver back from the Vendor in the Due Date Field. If the current date exceeds the Due Date, then Greenlight will flag the Vendor as non-compliant, and a warning will be added to Out of             Compliance Dashboard and the Outstanding Lien Waiver Reports.

      5)   Click on the Select Vendors Button to access the Vendor Selection Screen Dialog Box. 

      6)   From the Vendor Selection Screen Dialog Box, click on the Select Box next to the desired Vendor(s). If a Prime Vendor has a Tier associated with them, then the tier will automatically be selected. Users can also click on the Select All Button         to include all the Vendors on the Job.

      7)   Fill in the Amount for the lien on the Vendor Waiver Grid. Users can also edit any of the fields in the Grid.

      8)  Once the Grid has been edited, click on the Select All Non-Generated Button to select all the Vendors on the Grid. 

      9)   Click on the Generate Waivers Button.

      10)     Once the waivers have been generated, the users can email the waivers to the Vendors by selecting the Email Template from the top right of the screen and clicking on the Email Button.  (Note: Review Creating Email Templates to learn                how to create waiver email templates)

      11)   If you want to print the forms, you can click on the Print Button.