Views:

Applies to Product -Dynamics 365 Project Operations


What’s happening?
Charges value not floating on retention in release invoice for project purchase orders.


Reason:
This with charges not floating may be related to the configuration of the cost amount calculation feature for project vendor invoice retention terms.


Resolution:
For Charges Not Floating:

  1. Ensure that the "Enable cost amount calculation feature for project vendor invoice retention term" is enabled in Feature management workspace. This feature will post the total invoice amount into your project and allow your vendor retention to flow through the GL properly.
  2. Verify that the vendor retention terms are correctly set up, including retention percentage and release percentage. Here you can find more information: Create and apply vendor payment retention terms | Microsoft Learn
  3. Review voucher entries to ensure they are correct, confirming that the retention amount is posted to the correct accounts.