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Integrated Project Delivery and retainage

Our organization has started to use Integrated Project Delivery (IPD) as a method when we award a building project.

One of the outcomes is how the invoicing is done when it relates to Retainage.

The PO will have 1 line for the entire project and we get invoice monthly. However due to the contract terms the retainage % could be different each invoice.

We have looked at this a few ways,

  • Create a CO on the po to change the current 10% to the new rate of 12%.
  • Create a PO for each Invoice
  • Do not enter a retainage % on the PO and handle the invoice retainage on the AP side.
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