Overview

Retention Profiles enable the ability to invoice the customer for the total but break out the payments to an initial payment and a final payment based on the percentage defined in the retention profile. Retention Profiles can be linked to billing accounts, contracts, or individual work orders. The percentage defined in the retention profile calculates the amount of the final payment for a work order. The following options define the functionality of the retention profiles program:

Option bl148 activates the retention profile logic in the invoice calculation.
Option bl149 defines the number of days in the future to define the payment term for the final payment.

Work order types must be marked with the Retention check box to allow a retention profile to be tied to a work order. If the work order type does not allow retention profiles, the system warns the user when saving the work order.

To access this program, select Retention Profiles (program #1624) from the main menu of SBN.

The Retention Profiles Window

The following graphic shows Retention Profiles as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in the Retention Profiles window.

Field/Column	Description
Profile	Profile code.
Description	Description of the profile.
Percentage	Percentage used to calculate scheduled payment.
Pay Term	Pay term used to determine the due date of the scheduled payment. If no pay term is defined, the value of option bl148 sets the due date.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+f1	1624/ 1	View details of selected record.
	Change Record	f2	1624/ 2	Change selected record.
	New Record	f3	1624/ 3	Create new record.
	Delete Record	shift+f10	1624/ 4	Delete selected record.
	Select Record to Undelete	alt+f10	1624/ 5	Restore deleted record.
	Print Selected Records	ctrl+f8	1624/ 6	Print selected record.
	Copy Current Record	shift+f3		Copy current record.
	Previous	f4		Scroll to previous record.
	Next	f5		Scroll to next record.
	Exit without saving	esc		Exit without saving changes to selected record.
	Save Existing Record	enter		Save changes to selected record.