Verify Retainage Withheld from a
Payment Request

2. Type RTGSUM into the Global Search Bar to populate the Retainage Summary by Commodity Line table.

3. Search for the award transactions by narrowing the search fields as needed:

• Enter Award Transaction Dept

• Enter Award Transaction ID (If searching for a specific award)

• Enter Vendor (If searching for a specific vendor)

• Click Apply

• Results will appear in the Grid.

4. Select an award to review the retainage terms by clicking on the caret to expand the line and review the Retainage Terms tabs.

• In this award, the retainage terms are set as ten percent for the full amount of the award.

5. To view more details, open the three-dot menu on the right end of the line.

• Open Related Pages and select Retainage Details.

6. The Retainage Detail page will open. 

• Select the appropriate payment request transaction (PRC or PRM) to review.

7. Open the PR transaction. 

• Verify the retainage was withheld as appropriate with the award transaction terms in the Header tab under the Additional Amounts subsection. Accordingly, ten percent retainage was withheld from each of the payments in this example.

8. In the Commodity tab, open each of the Commodity Lines by clicking on the caret to expand the line.

• Review the amounts in the Additional Amounts subsection in each line to verify the appropriate amount withheld from each line. In this case, ten percent was withheld from each line.

9. Retainage can also be verified in the Accounting tab under the Additional Amounts subsection to review each of the accounting lines.