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How do I bill out a subcontractors deductive change order?

4 years ago
Nov 4, 2022 5:01 PM UTC
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kristya
Freshman I

I attempted to enter a negative A/P billing but got an error. Then I tried entering a Debit Adjustment but it disables the retainage field.

Best answer by Heidi Dempsey

@kristya The debit adjustment is the correct process. You can change the retainage on the subcontract manually. If this debit adjustment is going to be applied to an AP Bill, then release the retainage on that bill before applying them together. Your partner should be able to help you with this if needed.

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Heidi Dempsey
Community Manager
Answer
4 years ago
Nov 4, 2022 5:13 PM UTC

@kristya The debit adjustment is the correct process. You can change the retainage on the subcontract manually. If this debit adjustment is going to be applied to an AP Bill, then release the retainage on that bill before applying them together. Your partner should be able to help you with this if needed.

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kristya
Author
Freshman I
4 years ago
Nov 4, 2022 5:16 PM UTC

Thank you - I’ll try that

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Heidi Dempsey
Community Manager
3 years ago
Nov 7, 2022 10:21 PM UTC

@kristya Keep us updates please.

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kristya
Author
Freshman I
3 years ago
Nov 8, 2022 6:31 PM UTC

In Document Details tab of Debit Adjustment I clicked “Add Subcontract” in details area. The retainage amount & retainage percentage rows are greyed out - how do I make those active?

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Heidi Dempsey
Community Manager
3 years ago
Nov 8, 2022 6:42 PM UTC

@kristya In 2022 R2 retainage is accessible. What version are you on? Prior versions there are workarounds - if you want to have a quick meeting, I can help figure this out for you.