Greenlight CM™ runs a service on a scheduled interval importing new commitments and updating imported accounting data. You can manually import commitments before Greenlight CM™ runs this import. If a vendor was already added, you can add a vendor to a job if there is a vendor commitment.
Important Even if a vendor was added to the job, it is essential to match the commitment to the vendor so Greenlight CM™ can keep track of the subcontract amounts and changes. If any changes occur to a match contact in the accounting system, Greenlight CM™ will update the changes. This information may be used on lien waiver reports and lien waiver forms. |
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, 
.
The main screen displays with the Dashboard tab active:
3.In the left navigation bar, click Commitments.
The following screen displays:
4.Click the Import Greenlight Jobs Only checkbox.
5.Click Retrieve, 
.
6.Locate the commitment from the grid.
Note: If you are using the Commitment Matching feature to add vendor records and commitment data to job records, you can ignore or remove commitments that you do not want to track by clicking Ignore, 
.
7.If the vendor and job are imported into Greenlight CM™, click Match, 
.
The Commitment Matches Found dialog box similar to the following will display:
8.If you want to add the commitment to the existing job/vendor combination, click Add to Existing, 
. The Commitment Matches Found dialog box will close and the vendor will be added under the job in the left navigation bar.
If you want to create a new instance for this job/vendor combination, click Create New Record, 
. The Commitment Matches Found dialog box redisplays with a new message. Click Use Match, 
, to copy insurance details, click Add, 
, to add the vendor but not the insurance details.
9.If the vendor was added to previous jobs, Greenlight CM™ will ask if you would like to match insurance data from the other projects, click Match, .
If the vendor was added to previous jobs and you do not want to match insurance data from other projects, click Add, .
10.Click New Job, 
, to add a new job. The Create New Job to Company dialog box displays where you can add it.
11.Click New Vendor, 
, to add a new vendor. The Create New Vendor dialog box displays where you can add it.