Question

HOW DOES RETENTION CALCULATE AND WHEN?

  • 27 January 2021
  • 1 reply
  • 131 views
J
Rank
Badge +2

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?

 

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1 reply

N
Rank
Userlevel 4
Badge +6

Hello Jonesly,

 

Two questions:

  1. Are you using default retention fields on the default tab of the sales contract? (see below screenshot)

 

  1. Are you aware of Item Retention Override % field on the Item No row? (shown below)

 

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

Regards, Nick
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