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Subcontract Payment Schedule Details Report Does Not Show Retention This Claim

Currently, the 'Summary Subcontract Payment Schedule' and 'Subcontract Payment Schedule Details' reports display only the total retention held to date, rather than the specific retention amount associated with each individual claim. It would be beneficial for subcontractors if the 'Subcontract Payment Schedule Details' report, at a minimum, could show the retention amount held per claim - similar to how it displays original subcontract sum and approved variation items authorised per claim. This change would enhance transparency and allow subcontractors to more effectively track their retention on a month-to-month basis.

  • Mikayla Turska
  • Nov 12 2024
Company ShevGroup
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Andrew Tucker commented
    18 Nov 01:04

    Hi There,
    I believe this is possible already by a parameter setting, or through the
    implementation of an alternate form.
    Would you mind logging a Support request and mentioning my name ("Andrew
    Tucker requested I log this as a case for configuration assistance")
    Some other tips...

    - Did you know it is also possible to combine the Summary and Detail
    form into ONE form, if you are not doing that already.
    - And also if you find the Forms are automatically popping up when
    exiting the SC Claim process, there is a configuration option to switch
    that off if you find it annoying, so that you can just print on demand.
    - Thirdly, there are now options available to automatically attach the
    SC Claim form to the Related Content for the claim, when completing the
    claim process.
    - And lastly, you can email those forms directly to the subbie if not
    configured to do that already. And this email can be audited.

    cheers
    Andrew

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