Subcontracting Retention Management with Purchase and Change Orders

Retention Management of Purchase Orders and Change Orders in Construction Contracts | Effective Retention Control for Contractors and Subcontractors in Construction

Integrated Subcontract Retention with Purchase and Change orders Workflow

Purchase Order and Change Order Retention Management for Subcontractors

This app enhances your subcontracting workflow by introducing a smart retention mechanism. From the Subcontractor Job form view, you can use the "Create Purchase Order" button to open a wizard containing Project and Retention Applicable fields. If a project is already selected and its configuration has Retention Applicable enabled, the wizard will automatically prefill the project and check the retention flag accordingly.

Upon creating the Purchase Order, retention is automatically calculated based on the purchase order lines.

Similarly, the Change Order form includes a "Create Quotation" button that generates a Sales Quotation. The quotation logic has been extended to perform retention calculations based on the sales order lines, ensuring retention is accurately reflected when applicable to the project.

Key Features for Subcontract Retention Workflow with Purchase and Change Orders

Purchase Order Retention Workflow:

• From the Subcontractor Job form view, users can click the "Create Purchase Order" button to open a wizard.
• The wizard includes two fields: Project and Retention Applicable.
• If a project is already selected on the form and its configuration has Retention Applicable enabled, the wizard will:
• Automatically prefill the Project field.
• Automatically mark the Retention Applicable checkbox as checked.
• Once the Purchase Order is created, retention is automatically calculated based on the purchase order lines.

Change Order Retention Workflow:

• The Change Order form view contains a "Create Quotation" button to generate a Sales Quotation.
• The sales quotation creation logic has been extended to support retention calculations.
• If the selected project has retention enabled:
  • The generated Sales Quotation will automatically reflect the retention amounts.
  • Retention is calculated based on the individual sales order lines.

This integrated process ensures seamless and automated retention handling across subcontracting, purchasing, and sales operations.

Additional Reference:

• For a clearer understanding of the retention workflow and its impact on Purchase Orders and Sales Quotations, please refer to the screenshots and demo video provided below.