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Categories Detail Report Templates Prime Invoices Retention Retainage Holdback
Created by Rachel Betts
Created on Sep 11, 2025

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Need RetainTotal for PrimeInvOriginalItems MailMerge

There is no mailmerge field for Retainage Totals only the CurrentRetainTotal. If this could be added that would be great as our architects look at this. Thanks!

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    David Holler
    Sep 18, 2025

    Rachel:
    As a mailmerge field on prime invoices see JCCRetainTotal
    That Merge field includes Previous, Current and less Retainage Billed. (JCCPreviousRetainTotal + JCCCurrentRetainTotal - JCCCurrentBilledRetainTotal)
    In other words that is Net Retainage held to date.

    As a bookmark field see PrimeInvRetainTotal (Includes Billed Retainage)

    Please review this help topic: https://help.sagecm.intacct.com/Content/Modules/Reporting/DetailReportTemplates/ContractAdministration/PrimeContractInvoice_FLS_ItemsSummedByJCC.htm

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