Customer Inquiry - Receivables by Job field descriptions

Fields are presented in alphabetical order within each section.

Jobs

Completion %: Displays the percent complete. The percentage is calculated from the accumulative Sales JTD amount divided by the preliminary lien amount.
Estimated Completion Date: Displays the date on which the company or contractor estimates the entire job will be complete.
First Sale Date: Displays the date of the first sale. This date is critical. You have a certain number of days from the date of the first sale to file a preliminary lien for your claim.
Job Close Date: If the ship-to job has been closed, displays the closing date.
Job ID: Displays the current value of the Job ID and Revision Number that are tied to the customer order.
Job Title: Displays the title that is given to the job.
Revised Estimation Date: If the job completion date has to be changed or extended, displays the revised completion date.
Sales JTD ($): Displays the actual invoiced sales for this ship to/job to date.
Ship To: Displays the ship to address associated with this job.

Bonded: If this ship-to job is bonded, this option is set to Yes.
Description: Displays descriptive information associated with the job such as, location, name, or project.
Filed [Initials]: Displays the date the preliminary was filed, followed by the initials of the person who filed it.
First Sale: Displays the date of the first sale. This date is critical. You have a certain number of days from the date of the first sale to file a preliminary lien for your claim.
General: Displays the name of the general contractor.
Hold if Over: If the ship to has exceeded the sales limit, this option is set to Yes to hold orders placed.
Lender: Displays the name of the lending institution.
Lien Amount: Displays the actual amount for which the lien was filed.
Lien - Filed [Initials]: If the conditions of the job were not were not met, a lien may be filed to protect your interests. Displays the date the lien was filed, followed by the initials of the person who filed it.
Owner: Displays the name of the owner.
Preliminary – Amount: Displays the expected total cost of the job.
Preliminary – With: A preliminary lien officially covers your interests in this ship-to job. The preliminary lien is generally filed with the state government where the job is located. It reserves your ability to file a lien for the amount you have estimated your portion to be.