元請契約ツールで発注者への請求書に保留金を設定または解除する (従来)

このページでは、所有者への請求書管理の従来のエクスペリエンスについて詳しく説明しました。従来のエクスペリエンスでは、これらの手順を請求書管理ツールでも実行できます。「発注者への請求書に保留金を設定または解除する (従来)」を参照してください。最新化されたエクスペリエンスには、同等のページはありません。代わりに、保留金の値を編集する機能は、[ 契約の会計処理法を使用して項目を更新する] セクションの [発注者への請求書を編集する] の一部になりました。

目的

You can use the steps below to:

Set the Retainage Amount. Enter a percentage to calculate the withholding amount. This percentage will be applied to all of the line items on the invoice. For example, enter 10% to withhold 10% on each invoice line item.
Release the Retainage Amount. Enter a percentage to calculate the amount to release on the invoice. This moves the calculated amount from the 'Currently Retained' column to the 'Released this Period' column in the prime contract. You can adjust this amount to perform a partial or full release as follows:
- A partial release indicates an amount is being withheld. For example, you would enter 50% if you are halfway through the project and your invoice is for a progress payment.
- A final release means you are releasing the full amount and retainage is no longer being withheld. For example, you would enter 100% after all of a project's contractual obligations are substantially complete and your invoice is for final payment.