Withholding lets you place work on a pay request without billing it yet, for example when work is waiting on material certification. Releasing bills that work on a later pay request.
Withholding happens in two steps:
Withhold the quantity during a daily inspection. See Item Withholding.
Release the withheld quantity when it is ready to bill. This article covers the second step.
How to release withheld items on a pay request
Start in the pay request builder, on the pay request you are creating or editing. When a project or group has withheld work, a This project contains withheld items message and a View Withheld Items button appear.
Click View Withheld Items to open the Withheld Items window. Each item shows its Current Withheld Qty and Current Withheld Value.
Choose how much to release for each item:
Click Release All to release the full available quantity of that item.
Click Release Some to open the item and enter a Qty to Release for each daily inspection.
Click Done.
Released quantities become regular billed line items on that pay request and add to the total. Released rows are labeled with the word RELEASED on the exported PDF.
How to change a released amount
To adjust a release, click View Withheld Items again on the pay request builder, change the amounts, and click Done to save.
Note: You cannot release more than the certified quantity for an item. If an item has uncertified quantity, a warning appears and the amount you can release is capped. To release more, certify additional material for that item on the items page.
Note: If you delete a pay request that released withheld quantity, that quantity returns to withheld so it can be released again later.
Troubleshooting
I cannot release all of a withheld quantity. The amount you can release is capped at the certified quantity for the item. Certify more material for that item on the items page, then release the rest.
I do not see the View Withheld Items button. The button only appears when the project or group has withheld work. Confirm the quantity was withheld on a daily inspection, and that you are in the pay request builder.
To review every withheld item and when it was released, use the Withheld Items Report.