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Retention in Construction Contracting Projects | Project-Based Retention Management

by
Odoo

$ 90.21

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
• Project (project)
• Sales (sale_management)
Lines of code 885
Technical Name retention_construction_contracting_projects
LicenseSee License tab
Websitehttp://www.probuse.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Purchase (purchase)
• Project (project)
• Sales (sale_management)
Lines of code 885
Technical Name retention_construction_contracting_projects
LicenseSee License tab
Websitehttp://www.probuse.com

Retention Management for Construction Contracting Projects

Construction Project Payment Retention Module In Odoo App

Retention and Release Workflow for Construction Projects

Retention Management for Customers, Vendors, and Subcontractors: Best Practices in Sales, Invoices, Purchases, and Vendor Bills

This module enables retention handling across Project, Sales, Invoice, Purchase, and Vendor Bill workflows in Odoo. It allows for automatic calculation, recording, and invoicing/billing of retention amounts based on project linked retention configurations.

Module Overview: Retention Management for Construction Contracting Projects

  • Project Level Retention Setup
    • Add a Boolean field "Retention Applicable" on the Project.
    • When enabled, it shows:
      • Retention Percentage (default 5%)
      • Retention Amount (computed automatically)
      • Retention Date
      • Total Contract Amount
    • Retention Amount is calculated based on percentage and contract amount.
  • Retention in Sales Orders
    • When selecting a Project on the Sales Order:
      • Retention Percentage and Retention Date are auto filled.
      • Retention fields are visible only if the project has retention enabled.
      • Retention Amount is calculated based on untaxed amount and percentage.
      • Retention information is included in the Sales Order PDF report.
  • Retention in Customer Invoices
    • Retention fields are carried from Sales Order to Invoice.
    • "Calculate Retention Amount" button opens a wizard.
    • Select product (only products marked "Is Retention" are shown).
    • Clicking "Create Retention" adds a negative retention line.
    • Confirming invoice creates Retention Entries with reference to invoice.
    • "Create Invoice" button generates invoice for retentioned amount and links it back.
    • Retention information is included in the Customer Invoice PDF report.
  • Retention in Purchase Orders
    • Project selection auto fills Retention Percentage and Date.
    • Retention Amount is computed from purchase order lines untaxed total.
    • Retention details included in the Purchase Order PDF report.
  • Retention in Vendor Bills
    • Selecting a Project auto fills retention fields.
    • "Calculate Retention Amount" opens wizard to select a retention product.
    • Adds a negative line for retention on creation.
    • Confirming the bill creates Retention Entries referencing the bill.
    • "Create Bill" button creates bill for retention amount and sets reference.
    • Vendor Bill PDF includes retention details.
  • Screenshots and Video for Better Understanding
    • For better understanding of the retention flow, please refer to the screenshots and instructional video provided below.

Menus Available:

  • Invoicing
    • Customers
      • Retention Entries
  • Invoicing
    • Vendors
      • Retention Entries

Edition Compatibility:


Enterprise Odoo.sh Community

Project Form View: Retention Applicable Field Added

Project Form View: Enabling "Retention Applicable" Reveals Additional Fields

Project Form View: Retention Amount Auto Calculated from Total Contract Amount and Retention Percentage

Project Form View with Retention Entries Smart Button

Displays Retention Entries Associated with the Project

Sale Order Form View Showing Odoo Standard "Project" Field

Sale Order Form View: Retention Info Auto Filled from Project, Retention Amount Calculated from Order Line Untaxed Total

Sale Order Form View: "Create Invoice" Button (Odoo Standard)

Generated Invoice from Sale Order (Odoo Standard): Project and Retention Details Auto Filled and "Calculate Retention Amount" Button Displayed

Clicking "Calculate Retention Amount" Button Opens Retention Creation Wizard

Retention Wizard: Select Retention Product and Click "Create Retention" Button

Clicking "Create Retention" in Wizard Creates Retention Invoice Line for Selected Product

Invoice Form View: Confirm Button (Odoo Standard)

Invoice Confirmation (Odoo Standard): Generates Retention Entries for that Customer Invoice

Customer Invoice Retention Entries Menu

Retention Entries List View

Retention Entries Form View with "Create Invoice" Button

Clicking "Create Invoice" from Retention Entry Generates Invoice and Shows it in List View

Generated Invoice from Retention Entry Displayed in Form View

Retention Form View: Displays Reference to Generated Retentioned Invoice

Customer Inovice Form View With Retention Entries Smart Button

Displays Retention Entries Linked to the Customer Invoice

Purchase Order Form View: Project Selection Sets Retention Percentage, Date, and Calculates Retention Amount Based on Untaxed Line Total

Vendor Bill List View (Odoo Standard)

Vendor Bill Form View: Select Project to Display Retention Info and "Calculate Retention" Button

Clicking "Calculate Retention Amount" Button Opens Retention Creation Wizard

Retention Wizard: Select Retention Product and Click "Create Retention" Button

Clicking "Create Retention" Generates Retention Invoice Line for the Invoice

Vendor Bill Form View: Confirm Button (Odoo Standard)

Vendor Bill Confirmation Generates Retention Entries for the Bill

Vendor Bill Retention Entries Menu

Retention Entry List View

Retention Entry Form View with "Create Bill" Button

Clicking "Create Bill" Generates Bill and Displays it in List View

Generated Vendor Bill Form View

Retention Entry Form View: Set Generated Retentioned Vendor Bill Reference

Vendor Bill Form View With Retention Entries Smart Button

Displays Retention Entries Linked to the Vendor Bill

Sale Order Report View (Odoo Standard) with Retention Information Displayed

Customer Invoice Report View (Odoo Standard) with Retention Information Displayed

Purchase Order Report View (Odoo Standard) with Retention Information Displayed

Vendor Bill Report View (Odoo Standard) with Retention Information Displayed

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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