Retention Management for Construction Contracting Projects

Construction Project Payment Retention Module In Odoo App

Retention and Release Workflow for Construction Projects

Retention Management for Customers, Vendors, and Subcontractors: Best Practices in Sales, Invoices, Purchases, and Vendor Bills

This module enables retention handling across Project, Sales, Invoice, Purchase, and Vendor Bill workflows in Odoo. It allows for automatic calculation, recording, and invoicing/billing of retention amounts based on project linked retention configurations.

Module Overview: Retention Management for Construction Contracting Projects

• Project Level Retention Setup
• Add a Boolean field "Retention Applicable" on the Project.
• When enabled, it shows:
• Retention Percentage (default 5%)
• Retention Amount (computed automatically)
• Retention Date
• Total Contract Amount
• Retention Amount is calculated based on percentage and contract amount.
• Retention in Sales Orders
• When selecting a Project on the Sales Order:
• Retention Percentage and Retention Date are auto filled.
• Retention fields are visible only if the project has retention enabled.
• Retention Amount is calculated based on untaxed amount and percentage.
• Retention information is included in the Sales Order PDF report.
• Retention in Customer Invoices
• Retention fields are carried from Sales Order to Invoice.
• "Calculate Retention Amount" button opens a wizard.
• Select product (only products marked "Is Retention" are shown).
• Clicking "Create Retention" adds a negative retention line.
• Confirming invoice creates Retention Entries with reference to invoice.
• "Create Invoice" button generates invoice for retentioned amount and links it back.
• Retention information is included in the Customer Invoice PDF report.
• Retention in Purchase Orders
• Project selection auto fills Retention Percentage and Date.
• Retention Amount is computed from purchase order lines untaxed total.
• Retention details included in the Purchase Order PDF report.
• Retention in Vendor Bills
• Selecting a Project auto fills retention fields.
• "Calculate Retention Amount" opens wizard to select a retention product.
• Adds a negative line for retention on creation.
• Confirming the bill creates Retention Entries referencing the bill.
• "Create Bill" button creates bill for retention amount and sets reference.
• Vendor Bill PDF includes retention details.
• Screenshots and Video for Better Understanding

Menus Available:

• Invoicing
  • Customers
    • Retention Entries
• Invoicing
  • Vendors
    • Retention Entries