Accounts Payable – Linked to Contracts

When entering a job related Accounts Payable invoice linked to a Contract, the amount of retention on the invoice is worked out on the invoice header screen, similar to when doing an invoice linked to Purchase Order.

 

Even though both Contract & Progress Claim Certificates may relate to the same Contract commitment, once the first claim has been processed via one method, users should not change the invoice link type to the other as the retentions held will not be seen by the other method. For example, if the claim entered was an Accounts Payable Invoice linked to a Contract, subsequent claims should always be linked to the contract, not a progress claim certificate.