Specify Milestones

Specify Milestones / Retention

Select the “Map Order Milestones” link at the bottom of the “Select Milestone Information” page.

The “Specify Milestones” page appears.

Note: Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following details.

Order No.	The unique number identifying the order.
Amendment No.	The amendment number of the order.
Status	The status of the order.

Enter the following detail in “Retention Information” group box:

Retention %

The retention percentage for the basic value of the order.

The system displays the following details in the “Retention Information” group box:

Currency	The currency as specified in the order.
Order Type	The type of order. The type can be “Purchase Order” or “Subcontract Order”.
Basic Value	The basic value as specified in the order.
Total Value	The total value as specified in the order.
Already Retained Value	The already retained value for the order. It is the sum of 'Retention amount' saved against the PO/SCO against authorized invoices.

Enter the following details in “Retention Information” group box:

-‘ve Tolerance	The allowed negative tolerance for the Retention amount during invoicing. The tolerance percentage must be positive and less than 100. (Numeric).
+’ve Tolerance	The allowed positive tolerance for the Retention amount during invoicing. The tolerance percentage must be negative and less than 100. (Numeric).

The system displays the following in the “Details” multiline:

Sl.No.	A unique serial number identifying the item details.
Item Code	A unique code identifying the item.
Variant	The name of the variant associated with the item code.
Item Desc.	The detailed description of the item.
Qty.	The quantity specified by the buyer for purchasing the line item from the supplier.
UOM	The unit of measurement in which the items are measured.
Basic Value	The basic value as specified in the order.
Retained Amount	The retained amount of the order after authorizing the invoice.

Enter the following in “Details” multiline:

Remarks

Any remarks pertaining to the retention amount of the order.

Note: The “Retention Information” and “Details” sections are visible when “Specify Retention Details” hyperlink is accessed from Create/Edit/Amend/Approve and View Purchase Order/Subcontract Order activities.

Enter the following details.

Level	Use the drop-down list box to select the level of order. The combo is loaded with the values “Document” and “Line”.
Line No.	Use the drop-down list box to select the line number. The combo is loaded with “Blank” if the level is selected as “Document”. The combo is loaded with all line numbers of the order.
Milestone No.	A unique number identifying the milestone.

The system displays the following details.

Version No.	The version number of the milestone.
Item Code	The code that identifies the item.
Variant Code	The name of the variant associated with the item code.
ItemVariantDesc	The detailed description of the item and variant.
UOM	The unit of measurement in which the items are measured.
Qty.	The quantity specified by the buyer for purchasing the line item from the supplier.
Total Value	The total value of the item.

Enter the following in the “Milestone Details” multiline.

Milestone Code	The unique code identifying the milestone.
Milestone Desc.	The detailed description of the milestone.
Report OU	Use the drop-down list box to select the reporting organization unit. The combo is loaded with all login reporting OU’s.
Proportion %	The proportion of the milestone specified in percentage.
Proportional Value	The proportional value of the milestone.
Pay Term Code	The code identifying the default payment term. This field must be entered if the proportion % is greater than zero.
Payment Type	Use the drop-down list box to select the type of payment made to the supplier. The combo is loaded with the value “Advance”.
Expected Date of Completion	The expected date of milestone completion.
Remarks	Any remarks or comments regarding the milestone details.

Click the “Save” pushbutton to save the milestone details.

The system saves all the records of the multiline.

Note: You can modify the milestone proportion percentage or amount if order is in draft or fresh or amend status else the system throw an error message.