We rarely use retention in sales contracts, but have recently done so, and in a recent claim via AFP, found that the system had calculated retention on lines that had already been 100% claimed. Overall the number works, but for the individual lines, it is not correct. I cant send that data to the customer.
Can anyone explain this process to me? please?
Hello Jonesly,
Two questions:
The reason I ask is that you could maybe have 0% default on your default tab and only apply the % retention on the particular lines you need to hold back?
Having it at the default tab will apply the retention % to all lines irrespective if they have been claimed or not - just something to bear in mind.
Have a look at these settings and see if you can use this as a workaround.
Regards
Nick
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.