With one of the updates the retainage pay type was removed from the selection in the payment workfile. It makes it difficult to get those ones to pull in that were already out there released the old way.
TINA Baker
| Company | Market & Johnson, Inc. |
| Job Title / Role | Assistant Controller |
| I need it... | Yesterday...Come on already |
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Likely but not yet planned
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Likely but not yet planned
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We want to make the selection of released retainage/holdback for payment processing an easier process and are looking for the best way approach. We recognize that filtering by job and subcontract pay type may pull in more open invoices than desired if you are only targeting released retainage. Adding an explicit option to pull only open retainage may be one way to improve the process.
With out the retainage pay type in the AP Payment Workfile, there is no good way to pull in just released invoices for payment, causing extensive work slowing for this process. When paying subcontractors you cannot pull in their released retainage because it does not go back to Subcontract Payables. The only way to pull it in is by vendor, which is not helpful when you have 30-50 subcontractors on an average job and you are paying upward of 10 jobs. There is an open issue for this, so if this suggestion is not an option, please advise what options thereare besides time a consuming manual work around to make this user friendly.
You are no longer able to post a invoice line using the retainage pay type - instead it should be posted as a job or subcontractor pay type, whichever applies, and use the retainage field on the line - make it 100% retainage if needed.
You can still access/include existing lines entered with your retainage pay type in AP Payment Workfile by NOT using the pay type filter.