<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tp/onlinemanual/000057" xml:lang="en">
   <Header>
      <Title>To use holdback</Title>
      <Keyword type="header" order="d1e2271892">
         <Level1>Holdback</Level1>
         <Level2>using</Level2>
      </Keyword>
      <Keyword type="header" order="d1e2271897">
         <Level1>Invoice methods</Level1>
      </Keyword>
      <Keyword type="header" order="d1e2271900">
         <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="option">Installment</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/tp/domains/pdm.invm#inst.spec" role="option">Progress Invoice</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/tp/domains/pdm.invm#unit.rate" role="option">Unit Rate</GUIRef>
         </ListItem>
         <ListItem> 
            <GUIRef href="/baanerp/tp/domains/pdm.invm#prime.cost" role="option">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" borderstyle="default" space-and-orientation="indented-estimated">
            <TBODY noTR="3">
               <TR no="1" isLast="false">
                  <TD rowspan="1" colspan="1">-</TD>
                  <TD rowspan="1" colspan="1">Sales Price</TD>
                  <TD rowspan="1" colspan="1">Holdback</TD>
                  <TD rowspan="1" colspan="1">Progress</TD>
               </TR>
               <TR no="2" isLast="false">
                  <TD rowspan="1" colspan="1">Element 100</TD>
                  <TD rowspan="1" colspan="1">1000 per unit</TD>
                  <TD rowspan="1" colspan="1">Yes</TD>
                  <TD rowspan="1" colspan="1">3 units</TD>
               </TR>
               <TR no="3" isLast="true">
                  <TD rowspan="1" colspan="1">Element 200</TD>
                  <TD rowspan="1" colspan="1">500 per unit</TD>
                  <TD rowspan="1" colspan="1">No</TD>
                  <TD rowspan="1" colspan="1">2 units</TD>
               </TR>
            </TBODY>
         </TABLE>
      </ExampleSection>
      <ExampleSection>
         <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
            <TBODY noTR="5">
               <TR no="1" isLast="false">
                  <TD colspan="2" rowspan="1">The invoice is calculated as follows</TD>
               </TR>
               <TR no="2" isLast="false">
                  <TD colspan="2" rowspan="1">Element 100</TD>
               </TR>
               <TR no="3" isLast="false">
                  <TD rowspan="1" colspan="1">Total gross amount</TD>
                  <TD rowspan="1" colspan="1">3000</TD>
               </TR>
               <TR no="4" isLast="false">
                  <TD rowspan="1" colspan="1">Holdback</TD>
                  <TD rowspan="1" colspan="1">300</TD>
               </TR>
               <TR no="5" isLast="true">
                  <TD rowspan="1" colspan="1">Net invoice amount</TD>
                  <TD rowspan="1" colspan="1">2700</TD>
               </TR>
            </TBODY>
         </TABLE>
      </ExampleSection>
      <ExampleSection>
         <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
            <TBODY noTR="4">
               <TR no="1" isLast="false">
                  <TD colspan="2" rowspan="1">Element 200</TD>
               </TR>
               <TR no="2" isLast="false">
                  <TD rowspan="1" colspan="1">Total gross amount</TD>
                  <TD rowspan="1" colspan="1">1000</TD>
               </TR>
               <TR no="3" isLast="false">
                  <TD rowspan="1" colspan="1">Holdback</TD>
                  <TD rowspan="1" colspan="1">0</TD>
               </TR>
               <TR no="4" isLast="true">
                  <TD rowspan="1" colspan="1">Net invoice amount</TD>
                  <TD rowspan="1" colspan="1">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">Invoicing</GUIRef>, LN 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">Invoicing</GUIRef>, LN 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>