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?
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.
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,