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Holdbacks and retainer on Job

Sylvie Nystrom on 12/19/2019 11:02:05 AM
I try to figure out how to manage Retainers and % holdbacks on Projects like in Dynamics GP Projects and I don’t find how to do it or use an alternate solution. One of our customer consider a change for Business Central but it is a must to have those functionalities.
Category: Project Management
STATUS DETAILS
Needs Votes
Ideas Administrator

Business Central Team (administrator)

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team

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RE: Holdbacks and retainer on Job

Quentin TURBAN on 11/21/2025 11:08:59 AM

Indeed this is a very basic missing feature. Always a shame to say to a customer that retainers/holdbacks are not covered in standard and require customizations.

Category: Project Management

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RE: Holdbacks and retainer on Job

Jamie Constantine on 8/28/2024 10:07:50 AM

You can do this. Collect payment and apply to invoice. Run WIP. If it’s all setup right , the invoice revenue will be held on the balance sheet. As the resource / item cost is posted to the job , and depending on the WIP method and accounts assigned to project posting groups , running WIP again throughout the project and then once the project is completed will give the results of when to recognize the retainer payment.

Category: Project Management