BR02.1 - Retainer Parameters
**Form Purpose
Use Retainer Parameters (BR02.1) to define and maintain retainer parameters
for a billing activity. A retainer is a fee paid to secure services.
Typically, it is used in a pre-billed or deposit type situation.
**Processing Effect
1. Define a contract using Contract Parameters (BR10.1).
2. Define billing parameters using Activity Billing (BR00.1).
3. Define retainer parameters using Retainer Parameters (BR02.1).
4. Define the retainer invoice and posting dates using Retainer Invoice Entry
(BR02.3).
**More Information
You apply the retained amount to the customer invoice by determining one of
the following retainer types:
- First (F): This option is pre-paid and is used as costs are accumulated.
- Last (L): This option is issued as a credit on the last invoice. You do
this once by manually changing the retainer status on Retainer Parameters
(BR02.1) to Apply to next (3), when the last invoice for the contract is
issued.
- Specific (S): This option is driven by a table you define on Retainer
Detail (BR02.2). For example, you can apply the retainer to the first four
invoices by entering 25 in the Percent field for each retainer code. You
define a retainer code for each line of the detail record. If you have
multiple retainers, you can define a retainer sequence. Retainer detail is
required only if you use the Specific option.
Updated Files
ACHISTORY -
ACRETAIN -
ACRETAINX -
Referenced Files
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACCNTRACT -
ACHISTDTL -
ACHISTHDR -
ACIFACTV -
ACINVHDR -
ACLEVEL -
BR02.2 - Retainer Detail
**Form Purpose
Use Retainer Detail (BR02.2) to maintain additional retainer information for
a retainer of a specific type, such as an amount retainer or a percent
retainer. You can only use this form if retainer records exist.
Updated Files
ACHISTORY -
ACRETAIN -
ACRETAINX -
MXLISTHDR -
Referenced Files
ACACTGRP -
ACACTIVITY -
ACCNTRACT -
ACCNTRACTX -
BR02.3 - Retainer Invoice Entry
**Form Purpose
Use Retainer Invoice Entry (BR02.3) to define and maintain a retainer invoice
and posting date.
**Process at a Glance
1. Define a contract using Contract Parameters (BR10.1).
2. Define billing parameters using Activity Billing (BR00.1).
3. Define retainer parameters using Retainer Parameters (BR02.1).
4. Define the retainer invoice and posting dates using Retainer Invoice Entry
(BR02.3).
**More Information
This form displays the following fields according the retainer parameters you
defined: Activity, Company, Currency, Retainer Description, and the Retainer
Amount.
When you Add the invoice and posting dates, the system automatically adds the
invoice prefix and invoice number in the upper right corner of this form.
Updated Files
ACINVAUDIT -
ACINVDTL -
ACINVHDR -
ACOBJID -
MXLISTHDR -
Referenced Files
ACACTGRP -
ACACTIVITY -
ACBILL -
ACBILLX -
ACCNTRACT -
ACCNTRACTX -
ACCUSTOMER -
ACIFACTV -
ACLEVEL -
ACRETAIN -
ACRETAINX -
INVOKED Programs
IFCU
IFSG
|
