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Enable Retention on a Purchase Order or Subcontract


To enable retention on a purchase order or subcontract using the project's Commitments tool. 


Depending upon the accounting method set on a purchase order or subcontract, you can enable one or both retention settings on the contract. To learn about setting the accounting method, see How do I set the accounting method for a contract or funding?

    Accounting Method
Retention Type Definition Amount Based Unit/Quantity Based
Completed Work Retention An agreed-upon percentage amount on a contract is withheld from a subcontractor to ensure the work is satisfactorily complete on the project.  green-check.png green-check.png
Stored Material Retention An agreed-upon percentage amount allocated on a contract for stored materials to ensure sufficient materials are available to complete work. green-check.png red-x.png

Things to Consider


  1. Navigate to the project's Commitments tool.
  2. Click the Contracts tab. 
  3. Locate the purchase order or subcontract that you want to enable retention setting(s) on. 
  4. Click that contract's Number link to open it. 
  5. Click the Advanced Settings tab.
  6. Click the Edit button.
  7. Scroll to the Payment application section. Then:
  8. Click Save.