Include Uncapped SoR In Retention

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. This can be accessed under 'Form Types' → Contract Progress Claim → Contract Admin tab.

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:

Retention Cap Calculations

You have the configuration option to claim. This can be accessed under 'Form Types' → Contract Progress Claim → Contract Admin tab.

Retention Calculation method for unapproved variations on account has 2 options:

Options available

1. Variation Amount (default / current)

2. Claimed / Scheduled Amount

Applicable Variations: Claimable Variations on Account, in an open status (not draft / withdrawn / approved).

Claimed / Scheduled Amount :

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)

1. While the claim is not yet approved: it will update the retention calculation and be treated the same as other Approved Variations.

2. After the claim is approved: it will not affect the current claim, however, will be considered as an approved variation in the next claim raised against that contract.