Adding liens to line items

  1. In My Infor, ensure that the Lien Eligible Accounts item is displayed.
  2. In the Lien Eligible Accounts grid, select each account that has line items that you want to add liens to.
  3. Click the down arrow button and select Lien Specific. Infor Public Sector shows the Lien Specific Subset dialog box. The Account # field shows the selected account, and the Line Items grid shows the line items for that account that are eligible for liens. If you selected more than one account, the dialog box shows the first selected account. You can use the Next and Previous buttons to scroll to the other accounts. You can also click Remove to remove an account from the list without adding liens.
  4. Specify the lien scheme you want to use in the Lien Scheme field.
  5. In the Line Items grid, select each line item for which you're adding a lien.
  6. Click Lien.
    Infor Public Sector adds liens to the selected line items, selecting milestones according to the rules defined in Collections Setup. If you selected more than one account, Infor Public Sector then loads the next account in the Lien Specific Subset dialog box. Repeat the steps above until you reach the last account.