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Overview and Setup for Project Retention Billing Functionality (Doc ID 2752607.1)

Last updated on MARCH 25, 2022

Applies to:

Oracle Project Billing - Version 12.1.3 and later
Information in this document applies to any platform.


This document addresses functionality and setup required for project retention billing along with some known issue and frequently asked questions on project retention billing.



 Focus of this setup is Oracle Project Billing Release 12. Although most of the content in this note is also applicable in Release 11.5


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In this Document
 Setups Required For Retention Billing
 Define Retention Level
 Define Retention Term
 Withholding Terms:
 Withholding Terms by Expenditure Category:
 Withholding Terms by Event Revenue Category:
 Billing Term:
 Accounting for Unbilled Retention
 Retention Format
 Retention Billing Format
 Process Flow For Retention Billing
 Case 1: Validate Withholding Term
 Enter Event
 Generate Draft Invoice
 Interface Invoice
 Create another Event
 Generate Invoice
 Generate Invoice
 Case 2: Validate Withholding Term with Expenditure Category
 Enter Expenditure Item with type
 Generate Invoice
 Case 3: Validate Withholding Term with Revenue Category
 Enter Event with event type Customer Deposit
 Generate Invoice
 Case 4: Validate Withholding Term Effective Date
 Enter Event with event date 01-NOV-2019
 Generate Invoice
 Review Retention Amounts
 Technical Components
 Basic Data Model
 Client Extension
 Important Issues and FAQ
 Frequently Asked Questions

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