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Retention

To bill an invoice retention amount, you first clear the Retention Invoice Format field in the Revenue and Billing Information window. Then you create a manual invoice event equal to the retained invoice amount, and then generate an invoice.

Hard Limits

When Oracle Projects encounters a hard limit when generating an invoice, it selects expenditure items until the hard limit is met, or until all additional items would cause the hard limit to be exceeded. However, the amount that Oracle Projects bills is the full bill amount for each expenditure item, not the partially accrued (partially distributed) revenue amount.

For example, say Task 3.0 is funded with $1,000 from an agreement with a hard limit, and expenditures charged to the task create potential billable items in excess of $1,000. When an invoice is generated for task 3.0, Oracle Projects reaches the hard limit at $1,000. Oracle Projects bills as many expenditure items as it can up to the limit of $1,000. Oracle Projects looks at the earliest expenditure items billed against Task 3.0 as its criteria of which items to select to bill first under the $1,000 limit. According to this example, Oracle Projects bills $940; additional eligible items exist, none with an amount of $60 or less.

Task 3.0: Hard Limits for Invoicing
Employee Name	Quantity Billed	Bill Rate per Unit	Bill Amount	Amount Invoiced
Marlin	6 hours	60.00	360.00	360.00
Gray	1 hours	40.00	40.00	40.00
Marlin	9 hours	60.00	540.00	540.00
Total Amount of Invoice				940.00
Table 1 - 60. Invoicing Hard Limits (Page 2 of 2)