Retention - Process an order.pdf

The document provides a step-by-step guide on how to process an order that includes retention in the City of Orlando's Workday 26 system. It outlines the process starting from entering a requisition with the total project amount to issuing a PO with retention default terms, receiving against the PO, creating a supplier invoice, filling in appropriate fields, adding attachments, reviewing supplier retention balances, releasing retention items, and finalizing the process. It emphasizes the importance of accuracy in entering information, handling retention amounts, and completing necessary actions to avoid errors. The guide also highlights the option to review retention terms in the PO and track released retainage.