Forms Used to Define Retainage Rules

Form Name

Form ID

Navigation

Usage

Retainage Rules Table Revisions

W5204D

Table Information (G5241), Retainage Rules Table

Click Add on the Work With Retainage Rules form.

Define a retainage rule.

Contract Master Revisions

W5201D

Daily Processing (G5210), Contract Master Revisions

Select a contract in the detail area and click Select on the Work With Contract Master form, and then select the Additional Detail tab.

Assign a retainage rule to a contract master.

Contract Billing Line Detail Revisions

W5202B

Daily Processing (G5210), Contract Billing Line Details

To assign a retainage rule to a change order, select the change order in the detail area and click Select on the Work With Contract Billing Line Details form.

To assign a retainage rule to a billing line, select the contract or change order that contains the billing line and click Select on the Work With Contract Billing Line Details form.

Assign a retainage rule to a change order or to a billing line.