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Lien Rights Tracking

  • August 29, 2024
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dguild
Freshman I

Has anyone thought of a way to track project lien rights expirations based on last labor or materials furnishing date and open AR invoices? 

An example would be if I last furnished labor on a project 80 days ago (last Project Transaction date is 80 days ago) and I’m still not paid (the AR Invoice is still open) and based on the project location State lien law I have to file within 90 days or I lose my lien rights.  I would like a Business Event to trigger an e-mail subscriber giving me 10 days to get my lien filed.

Right now we’re doing this manually by reviewing the last Project Transaction dates on projects whose AR invoices are late on the AR Aging report.  

Sound doable in-house?  Go talk to my service provider?  Too complex for anyone to accomplish?  😁

Thanks!

   

 

Best answer by iqraharrison

 @dguild hi there! how many states do you typically do work in?  When i was an end user, the company i worked for was nationwide so managing all the lien law dates, when to initially file, etc. was hard to track so they used a company called Level Set. 

on the flip side, if you wanted to stay within acumatica, i would think you would need some sort of indicator on the project (maybe just the project address is enough) to specify which state it would fall in.  then I would have a GI for each state or maybe a combination of states if the “file within days” are the same (in your example you used 90 days).  you could bring in the AR invoice and as conditions specify you want only open status documents to come in and it’s 80 days overdue for the invoice date or due date.  from there, you should be able to set up a business event to trigger an email with the list of projects that are approaching the lien expiration date 

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David Guild
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    iqraharrison
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    • August 29, 2024

     @dguild hi there! how many states do you typically do work in?  When i was an end user, the company i worked for was nationwide so managing all the lien law dates, when to initially file, etc. was hard to track so they used a company called Level Set. 

    on the flip side, if you wanted to stay within acumatica, i would think you would need some sort of indicator on the project (maybe just the project address is enough) to specify which state it would fall in.  then I would have a GI for each state or maybe a combination of states if the “file within days” are the same (in your example you used 90 days).  you could bring in the AR invoice and as conditions specify you want only open status documents to come in and it’s 80 days overdue for the invoice date or due date.  from there, you should be able to set up a business event to trigger an email with the list of projects that are approaching the lien expiration date 

    Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
    Chris Hackett
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