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Finance | Project Operations, Human Resources, ...
Suggested answer

Automatically apply a percentage of a retainer to invoices

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Posted on by

Hello,

Is there a way to have a percentage of a retainer applied to an invoice?

We are currently manually typing in the value of the retainer we want to apply to an invoice. This is time consuming. 

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  • mm123 Profile Picture
    2,535 on at
    RE: Automatically apply a percentage of a retainer to invoices

    Ali,

    We have received a similar request from our customer, going with a  custom solution. Interested to learn, Please reach me out.

    samr(at)expsoltech(dot)com

  • Suggested answer
    Jeff Grant Profile Picture
    on at
    RE: Automatically apply a percentage of a retainer to invoices

    Hello Mystique,

    Although definitely a good idea, there currently isn't a way to automatically apply a percentage retainer value to an invoice in Dynamics GP.

    If this is a needed item I would recommend reviewing add-on products available for Dynamics GP created by alternate software companies to see if there may be an add-on product already existing that allows such functionality: www.isv-central.com/.../products.aspx

    Also, as this is a good example of 'real world' need for Dynamics GP I would also encourage you to recommend including such a feature in a future code release (which is also the very best route to developmental attention for the product): experience.dynamics.com/.../

    Best Regards,

    Jeff Grant

    Microsoft Dynamics GP Support

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