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Add Retainer Balance to Project Invoice

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Posted on by Rennecia Barran

Does anyone know if it is possible to add the retainer balance to a project invoice?

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Microsoft Dynamics GP

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Isaac Olson on at

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RE: Add Retainer Balance to Project Invoice

Hello,

I have not personally tested this, but I would assume that you could use the On Account Amount from the Project Card which would be the remaining balance of the retainer fee that has not been applied to billings yet.

This would be in the PA Project Master File also known as the PA_Project_MSTR or the PA01201 table.

select ACCTAMNT,* from PA01201 where PAPROJNUMBER = 'XXXXXXX'

I would see if that field is available to select on your Project Invoice format, and if not, you could potentially create table relationship in Report Writer to be able to pull that field as well.

Thanks!

Isaac Olson

Microsoft Support

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