You have the option to generate Commitments in Greenlight CM™.
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:
Filtering Options for different views exist so that commitments are not retrieved where there are no associated job matches in Greenlight.
4.Select one of the radio buttons. This modifies the Commitment entries that display in this table.
Unmatched - These are commitments neither matched nor ignored.
Not Sent - These are commitments with no Sent Date.
Not Signed - These are commitments with no Sign Date.
Matched - These are commitments that are already matched.
Ignored - These are commitments already marked as Ignored. You can reset this status to Unmatched.
5.Click Retrieve to refresh the list and retrieve any added commitments from the bridged accounting system.
6.(Optional) To narrow the list of commitments, enter a keyword in the filter the list based on the sorted column field.
The table updates to display those entries based on the radio button you selected and match the text you entered.
Adding or Importing Commitments
1.Click Add.
The Add / Import Commitments dialog displays with the New Commitment radio button is selected by default. Complete the following steps to add a new commitment manually:
Note: Date, Total and editable field displays may vary based on your accounting system.
a.In the Commitment Number field, add the number for this commitment.
b.In the Commitment Type field, use the dropdown to select from Purchase Order, Subcontract, Other or leave the field blank.
c.In the Vendor and Job fields, use the dropdowns to select the correct companies.
Note: If you are adding a commitment from either the Vendor Commitments or Job Commitments pages, these values populate systematically.
d.In the Commitment Date field, enter the appropriate date.
The date format is MMDDYYYY.
e.In the Original Total field, enter that amount.
f.In the Cost To Date field, enter that amount.
g.In the Change Order Total field, enter that amount.
h.In the Payments field, enter the payment amount.
i.In the Retainage field, enter that amount.
j.In the Sent Date field, enter the date the commitment was sent.
Note: This field cannot be systematically populated.
k.In the Signed Date field, enter the date the commitment was signed.
There is direct compliance checking against the commitment, based on the Signed Date. This is configurable as the Company level and checks can be configured (No Signed Date Required, Subcontract Signed Date Required, PO Subcontract Signed Date Required, Both Signed Dates Required).
Note: This field cannot be systematically populated.
l.In the Start Date field, enter the start date.
Note: This field cannot be systematically populated.
m.(Optional) Enter a description for the commitment in the Description field.
2.Complete the following steps to import a new commitment:
a.Select the Import Commitments radio button.
Note: If you are importing commitments from either the Vendor Commitments or Job Commitments pages, the retrieved list only contains commitments for the current job. Commitments cannot import if the vendor has not yet been added in Greenlight. However, if the vendor does exist in Greenlight but is not yet associated with the current job, Sage Paperless Construction creates the job/vendor record and assigns the commitment.
b.Choose if you want to import commitments from the Greenlight Commitments List or the Bridge Connection.
Commitments populate in the grid.
c.Select the check box(es) for the commitment(s) you want to import. You can also use the Select All and Unselect All buttons if needed.
3.Click Add.
The commitment vendor is added to the left navigation bar under the associated job.
4.Click to highlight the commitment in the grid and click Match to add the commitment to the vendor on a specific job.