<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tp/onlinemanual/000057" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To use holdback</Title>
		<Keyword><Level1>Holdback</Level1>
			<Level2>using</Level2>
		</Keyword>
		<Keyword><Level1>Invoice methods</Level1>
		</Keyword>
		<Keyword><Level1>Advances</Level1>
		</Keyword>
	</Header>
	<GeneralSection><List><ListIntro>The holdback is a percentage amount withheld by the customer on payments. The customer pays the holdback amount after the project activities have been performed satisfactorily. Holdback can be used for the following invoice types in <GUIRef href="/baanerp/tp" role="package">Project</GUIRef>:</ListIntro>
			<ListItem><GUIRef href="/baanerp/tp/domains/pdm.invm#instalment" role="enum">Installment</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/tp/domains/pdm.invm#inst.spec" role="enum">Progress Invoice</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/tp/domains/pdm.invm#unit.rate" role="enum">Unit Rate</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/tp/domains/pdm.invm#prime.cost" role="enum">Cost Plus</GUIRef>
			</ListItem>
			<ListItem>Extensions You cannot use holdback for advance payment requests.</ListItem>
		</List>
		<Paragraph>The <GUIRef href="/baanerp/tp/pin/tppin4140s000" role="session">Holdback (tppin4140s000)</GUIRef> session maintains and releases holdback amounts for invoicing. You can print holdback records in the <GUIRef href="/baanerp/tp/pin/tppin4440m000" role="session">Print Holdback (tppin4440m000)</GUIRef> session.</Paragraph>
		<ExampleSection><SectionTitle>Example</SectionTitle>
			<Paragraph>Project X uses Progress Invoicing. You apply holdback at 10% using the <GUIRef href="/baanerp/tp/pdm/tppdm6500m000" role="session">Projects (tppdm6500m000)</GUIRef> session. The project has two elements, 100 and 200, with the following specifications:</Paragraph>
			<TABLE border="1"><TBODY><TR><TD>-</TD>
						<TD>Sales Price</TD>
						<TD>Holdback</TD>
						<TD>Progress</TD>
					</TR>
					<TR><TD>Element 100</TD>
						<TD>1000 per unit</TD>
						<TD>Yes</TD>
						<TD>3 units</TD>
					</TR>
					<TR><TD>Element 200</TD>
						<TD>500 per unit</TD>
						<TD>No</TD>
						<TD>2 units</TD>
					</TR>
				</TBODY>
			</TABLE>
		</ExampleSection>
		<ExampleSection><TABLE border="1"><TBODY><TR><TD colspan="2">The invoice is calculated as follows</TD>
					</TR>
					<TR><TD colspan="2">Element 100</TD>
					</TR>
					<TR><TD>Total gross amount</TD>
						<TD>3000</TD>
					</TR>
					<TR><TD>Holdback</TD>
						<TD>300</TD>
					</TR>
					<TR><TD>Net invoice amount</TD>
						<TD>2700</TD>
					</TR>
				</TBODY>
			</TABLE>
		</ExampleSection>
		<ExampleSection><TABLE border="1"><TBODY><TR><TD colspan="2">Element 200</TD>
					</TR>
					<TR><TD>Total gross amount</TD>
						<TD>1000</TD>
					</TR>
					<TR><TD>Holdback</TD>
						<TD>0</TD>
					</TR>
					<TR><TD>Net invoice amount</TD>
						<TD>1000</TD>
					</TR>
				</TBODY>
			</TABLE>
		</ExampleSection>
		<List><ListIntro>I If a record (originally an invoice line) to which holdback applies is posted from <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>, SSA ERP makes the following two postings to the Revenue table:</ListIntro>
			<ListItem>One posting for the original record: Amount is net amount (gross amount minus holdback amount).</ListItem>
			<ListItem>One posting for the holdback record: Amount is holdback amount.</ListItem>
		</List>
		<Paragraph>II If the original record is printed and posted to <GUIRef href="/baanerp/ci/sli" role="module">Sales Invoicing</GUIRef>, the invoice number is filled in the original and in the holdback record.</Paragraph>
		<List><ListIntro>III If a holdback line is transferred from <GUIRef href="/baanerp/tp" role="package">Project</GUIRef> to <GUIRef href="/baanerp/ci" role="package">Central Invoicing</GUIRef>, SSA ERP creates the following two records in the Revenue table:</ListIntro>
			<ListItem>One normal posting (as for a normal invoice): Amount is holdback amount.</ListItem>
			<ListItem>One counter posting for the Holdback record: Amount is holdback amount.</ListItem>
		</List>
		<Paragraph>If the holdback line is printed and posted to <GUIRef href="/baanerp/ci/sli" role="module">Sales Invoicing</GUIRef>, the records mentioned earlier (in III) must contain the invoice number.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/tp/onlinemanual/000041" role="manual">To use invoicing</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tp/onlinemanual/000048" role="manual">To use installment invoicing</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tp/onlinemanual/000051" role="manual">To use progress invoicing</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tp/onlinemanual/000058" role="manual">To use unit rate invoicing</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tp/onlinemanual/000053" role="manual">To use cost plus invoicing</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
