Retention Management | Purchase Order Retention

Retention Management | Purchase Order Retention | Change Order for Odoo

Subcontractor Jobs Dashboard

Retention Management: what to validate before go-live

Vendor and Customer Retention Management for Contracts and Subcontracting

Key capabilities

Automated Retention Workflow for Purchase Orders, Sales Quotations, and Change Orders

This module extends the subcontracting workflow

This module extends the subcontracting workflow by introducing an automated Retention Management process for both Purchase Orders and Change Orders .

It enables companies, EPC contractors, subcontractors, and project teams to automate retention calculations while maintaining complete integration with projects, subcontractor jobs, procurement, and customer quotations.

Users can generate Purchase Orders directly

Users can generate Purchase Orders directly from Subcontractor Jobs using the dedicated Create Purchase Order wizard.

The wizard automatically retrieves the selected project and determines whether retention is applicable based on the project configuration.

If retention is enabled, the generated Purchase Order automatically includes the required retention calculation, eliminating manual data entry and improving financial accuracy.

The module also extends the Change

The module also extends the Change Order workflow by allowing users to generate Sales Quotations using the Create Quotation button.

During quotation creation, customer retention is automatically calculated from the Sales Order lines whenever the selected project has retention enabled.

This provides a complete end-to-end retention workflow covering procurement, subcontracting, contract variations, and customer billing.

This application is suitable for a

This application is suitable for a wide variety of , engineering, EPC and contracting industries, including:

Additional details

Create Purchase Order Retention Applicable Create Quotation Retention Percentage Retention Date

Integrates Project Retention Management with Subcontracting, Purchase Orders, and Change Orders.

Generate Purchase Orders directly from the Subcontractor Job form using the Create Purchase Order button.

Conclusion

Retention Management is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Retention Management

Before go-live, test Retention Management with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Retention Management is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse