Question:
Some of my subcontractors start at 12% retention and we reduce this to 10% then 5% as the project progresses. How do I allow this in Spitfire?
Answer:
Users need a Role with the the DOC | Can Override Retention capability to edit retention percent. Keep in mind that this capability can be assigned by Doc Type. Relevant Doc Types include:
- Commitment: A user with the DOC | Can Override Retention capability for Commitments can change retention percent on any line. The next Pay Request will use the new percentage.
- CCO: A user with the DOC | Can Override Retention capability for CCOs can change retention percent on any line by using a CCO. The next Pay Request will use the new percentage. This increases the audit trail and documentation behind the change.
- Pay Request: A user with the DOC | Can Override Retention capability for Pay Requests can change retention percent on any line effective for this Pay Request.
Additional Comments:
If the commitment line was established with ‘no retention‘ the user needs the DOC | Update account encoding capability in order to enable retention. See also KBA-01298 for reviewing retention on a payment request.For more information about Role capabilities, see the White Paper Designing User Roles.
KBA-01361; Last updated: October 19, 2016 at 13:31 pm;
Keywords: edit retention, subcontract, overriding retention, changing retention percent,