Holdback improvements

These issues were applicable for holdback:

  • The planned invoice date could be set only manually
  • The used percentage was not visible
  • The holdback totals could not be determined easily

These improvements have been made to the holdback functionality:

  • A triggering activity / milestone has been introduced to set the planned invoice date
  • The holdback percentage used for holdback transactions is now stored
  • The total holdback amount is now displayed for the contract line

Note: For existing records, the holdback percentage is zero. Only for new records, the percentage value is displayed.

Additionally, in the Holdback (tppin4140m000) session, you can now cancel or split a holdback line and invoice only a part of the holdback amount.

For existing holdback lines, we recommend to first run the Update Holdback Amounts (tppin0240m000) session. This session is used to calculate the open holdback amount, which is the amount that must still be invoiced.