Setting Maximum Retention Amounts for Contracts
You can set maximum retention amount to be based on a percentage of the contract or by a flat amount. Once you set a maximum retention amount, a message in red displays at the top of the JB Progress Billing form that says "Contract set for Max Retention limits."
Click on one of the following drop-down links for instructions on both methods.
Setting Maximum Retention Based on Percentage
The following instructions detail how to set the maximum retention amount based on a percentage of the contract.
You have now set a maximum retention amount for the contract
Setting Maximum Retention Based on an Amount
The following instructions detail how to set the maximum retention amount based on a flat amount.