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Retainage for Jobs

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Posted on by Trublu849

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Hey,

Does anyone have any experience for customer retainage on jobs in BC? We have tried the software from Suite Engine, but they have no way of adding a job # to a Sales Inv line. Any tips/help would be greatly appreciated.

Thanks!

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Project management

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YUN ZHU 62,742 Super User on at

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Retainage for Jobs

As far as I know, only Suite Engine currently offers this on AppSource. If the functionality is insufficient, you can try contacting them to discuss further customization.

Or contact your local partner to customize a new one.

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 6,225 Super User on at

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Retainage for Jobs

Out of the box there is nothing. You can try to create your billable lines where the retainage % is a separate line, otherwise you can look into third party apps such as cost control's job/project manager which has functionality for retainage Microsoft Dynamics 365 Business Central - Project Manager - Add-on Solution (costcontrolsoftware.com)

Here's a video they show how it works in NAV, it should work the same in BC: Retainage for Microsoft Dynamics NAV (youtube.com)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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