Hi,Yes this functionality does already exist.You can create a business opportunity with lines that do not have a sales part defined but rather a description. Once the header of the business opportunity is confirmed there is the ability to convert this to a sales contract. This will create sales contract items for each of the business opportunity lines, with the value being copied across as well as the description of the line etc. Hope this helps!Tom
Hi Faisal, Retention is held at a Contract level. If you create a Sub Contract Valuation, in EE, on the General tab (retention section). There are 2 fields ‘Application Released’ and ‘Certified Released’. You will see the total held retention in the ‘Total Remaining’ field. Enter a value into the ‘Certified Released’ (can use ‘Application Released’ but not mandatory), if you want to release the full amount held, enter the same value that is held in the ‘Total Remaining’ field. Then if you process your Valuation through as normal, this will clear down the retention. Hope that helps. Tom
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