This option is found on the Claim forms.
When selected the:
- Retention amount will include these rows.
- Total value of the contract will include retention for these rows.
1. Go to Configure > Document Types.
2. Choose which type of claim you want to add this option to.
3. Scroll down on the right hand side pane until you see:
Changes to Retention Cap Calculations
You have the configuration option to claim form types: Retention Calculation method for unapproved variations on account:
Options available
Variation Amount (default / current)
Claimed / Scheduled Amount
Applicable Variations: Claimable Variations on Account, in an open status (not draft / withdrawn / approved).
If this setting is set to "Claimed / Scheduled Amount", for applicable variations, we calculate the retention based on the amount that is being claimed (for the author) or the scheduled / certified amount for the approver (CA Project Admin).
If a variation moves from Open (unapproved) to Closed (Approved)
While the claim is not yet approved: it will update the retention calculation and be treated the same as other Approved Variations.
After the claim is approved: it will not effect the current claim, however, will be considered as an approved variation in the next claim raised against that contract.