Building Differing Retention Amounts for Different Draw Request Lines
Complete the following steps to set up a draw request with line-specific retention amounts.
Setting up the contract:
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On the Site Map, click .
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At the Job field, enter the job number.
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At the Customer code field, enter the customer's code, or press Enter to accept the software default.
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Complete the Original contract and Contract date fields.
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Click the Details button.
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In the Contract Detail window, complete all applicable fields and then click OK until you return to the Site Map.
Setting retention by line item on the draw:
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On the Site Map, click .
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Complete the Job, Customer, Application, Application date, and Period to fields.
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In the grid select the Override retention checkbox.
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Complete the Retention % field or the Retention $ field, and then press Enter. Repeat until all special retention amounts have been entered.
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Click Save and return to the main menu.