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E1: 52: Retainage Incorrect on Change Order Lines After Changing Retainage Rule (P5222/P52121/R52121) (Doc ID 2906375.1)

Last updated on APRIL 17, 2024

Applies to:

JD Edwards EnterpriseOne Contract and Service Billing - Version 9.2 and later
Information in this document applies to any platform.


After creating multiple invoices for lump sum Contract Billing lines (P5202) that include retainage and then changing the Retainage Rule on the contract header (P5201), the system will not adjust the current retainage when creating a manual invoice on Change Order lines. The system only adjusts retainage on the original billing lines.

1. Create a Contract (P5201) with a 5% Retainage Rule.
2. Create multiple lump sum billing lines (P5202).
3. Create a manual invoice for the billing lines with retainage (Create Batch in Batch Review/P48221 and Create Manual Invoice/P52121).
4. Create AR.
5. Create a Change Order billing line (P5202).
6. Create a manual invoice with retainage for the Change Order and create AR.
7. In the Contract header, change the Retainage Rule to 1% retainage.
8. Create a new manual invoice.
9. Select the record in Batch Review to access Contract Billing Line Inquiry (P48221 to P5222). Notice that the Retainage Amount Current has been adjustment to the new retainage for the original billing lines but not on the Change Order lines.
10. Go to the form exit and select Retainage Recalc. Notice that the system does not adjust the Change Order lines.




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