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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add Retainer Balance t...
Finance | Project Operations, Human Resources, ...
Suggested Answer

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? 

Categories:
Microsoft Dynamics GP
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  • Suggested answer
    Isaac Olson Profile Picture
    Isaac Olson Microsoft Employee on at

    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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