Changing Retention Throughout a Project

The Draw Request Billing Entry screen allows you to enter retention amounts or percentages for each detail line of the contract. These retention allocations override the retention rate of the draw as a whole. This is particularly useful when certain billing items, such as change orders, afford a different retention requirement, including none (0.0%).

  1. On the Site Map, click Accounts Receivable > Data Entry Draw Request.
  2. Complete the Job, Customer, Application, Application date, and Period to fields.
  3. Click the Details button.
  4. Complete the % complete field for each bill item.
  5. Click the Expand button.
  6. Select the Retention % override checkbox.
  7. Complete the Retention % or Retention amt fields, and then click OK.
  8. Complete any other retention overrides and click OK until you return to the Site Map.