Maybe when posting the invoice in AP you use "M" for material instead of "S" for Subcontractor it would toggle it to not print a lien waiver.

that does not trigger it - it is by vendor type.  and vendor is a sub 

In the vendor setup is where you specify what kind of vendor type you want the vendor to be.  In Job cost setup in Compliance is where you check what "type" of vendor you want lien waivers generated.  If you don't want a lien waiver created for a particular vendor with "sub" as their type in vendor setup, you would have to change the type of vendor in the vendor setup.  However, this carries to all projects - once you wanted a lien waiver created for this particular vendor on another project for a "sub" type you would have to change the vendor type back to sub.

Not an option for this - vendor is a sub and works on many active projects.  But occasionally will supply materials as a Vendor.  Cant switch them back and forth.   

Same problem we have

It would be a topic for SAGE to look at revamping the lien waiver process in general.  We don't use it to the fullest because it is so generic and we can't produce the waivers the way we would like them so we just use the register as a guide to know what we have received and what is outstanding.  We just manually type our own waivers.  I am open to suggestions if anyone has gotten this product to work properly :)

I have had clients setup 2 vendors with the type at the end of the vendor name (Material) (Sub).

Then log the appropriate invoices under the proper vendor.

SAGE, revamp....lmao.  Now that is funny!!!

And Major, with the correct setup and crystal report, you should be able to produce exactly what you want.  You just need triggers in the report to support your business rules regarding lien waivers.

We could limit the LW design to just the Subcontract category - good idea.  we will see if that will work for them.  Always good to get others ideas.  

Unfortunately no one has had the time to go through this to make it work.  We were hoping that the waivers would be simple but they became too complex and time consuming to work with.  When dealing with material vendors and paying multiple jobs on the same check it was too confusing to vendors and our own AP department!

Bill -

That's a good idea and would work on the customer side document.  The only caveat is, it wouldn't match the waiver amount in Subcontractor Compliance

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