| # Holdback (tppin4140s000) Use this session to maintain and release holdback amounts for invoicing. Note You can apply holdback to all the invoicing methods except advance payment requests. Tabs General/Installm / Cost Plus / Invoice Related topics To use holdback Project The code that identifies the project. Description The description or name of the code. Status The current project status. Sold-to Bus. Partner The code of the sold-to business partner. Sold-to Bus. Partner The name of the Sold-to Business Partner. Holdback Serial No. The code that identifies the holdback record. Installment No. The code that identifies the installment linked to the holdback. Description The description or name of the code. Element The code that identifies the element. Element The description or name of the code. Status The work authorization status of the element. Activity The code that identifies the activity. Activity The description or name of the code. Status The work authorization status of the activity. Extension The code that identifies the extension. Extension The description or name of the code. Revenue Code The code that identifies the revenue. Description The description or name of the code. Holdback amount The holdback amount. Currency The transaction currency. Currency The description or name of the code. Rate Factor The currency exchange rate to convert the transaction currency to the displayed home currency. Rate Factor The rate factor that belongs to the displayed currency rate. Rate Factor The home currency. Click Rotate Currency to see the amount in the other home currencies. Rate Factor The amount in the home currency. Click Rotate Currency to see the amount in the other home currencies. Approved for Invoicing If this check box is selected, you can transfer the record to the Invoicing module using the Transfer Transactions to Invoicing (tppin4200m000) session. Transferred to Sales Invoicing If this check box is selected, you can transfer the transaction to the Invoicing module. Material You use this field if you apply the following. Holdback Cost plus (or extension, cost plus) invoicing Item line invoicing Labor You use this field if you apply the following: Holdback Cost plus (or extension, cost plus) invoicing Labor line invoicing Equipment You use this field if you apply the following: Holdback Cost plus (or extension, cost plus) invoicing Equipment line invoicing Subcontracting You use this field if you apply the following: Holdback Cost plus (or extension, cost plus) invoicing Subcontracting line invoicing Sundry Cost You use this field if you apply the following: Holdback Cost plus (or extension, cost plus) invoicing Indirect cost line invoicing General Sequence No ERP Enterprise uses this number if you select holdback for the following: Cost plus invoicing Advances Unit rate invoicing Invoice Document ERP Enterprise enters the code of the financial company to invoice. Usually this is the company linked to the project. Invoice Document ERP Enterprise enters the procedure type for the transaction. Invoicing identifies an invoice by this field. Invoice Document ERP Enterprise enters a sequence number for the invoice. Note Invoicing identifies an invoice by this field. Closed ERP Enterprise you invoiced the entire holdback record using the Transfer Transactions to Invoicing (tppin4200m000) session. Text If this check box is selected, a text is present. Text on Invoice If this check box is selected, you can print the text of the holdback on the invoice. Print Holdback Starts the Print Holdback (tppin4440m000) session which prints selected range of holdback records. |