Generating project contract retainer adjustment invoices by contract

  1. Sign in as Project Accountant, Project Administrator, or Project Manager.
  2. Select Project Contracts.
  3. Select the Contracts tab and open a contract.
  4. Select Actions > Generate Retainer Adjustment Invoices.
  5. Specify this information:
    Through Date
    Specify a date to select retainer adjustment in a To Process status to invoice.
    Invoice Date
    Specify the invoice date. The date must be within the contract date range.
    Print Status
    This field only displays if the Third Party Invoice Print check box is selected on the Options tab of the Finance Enterprise Group. Select the status for the retainer adjustment invoice. The print status can be updated on the retainer adjustment invoice in a created or journalized status. The third party invoicing system queries the ProjectContractInvoice business class for PrintStatus = Print. This status indicates to the third party to create an invoice.
  6. Click Submit.
    You can view the created invoice by selecting the Invoices tab. The retainer invoice has a blue alert icon next to the invoice field.