How to configure Items subject to Performance Guarantee?

Last changed in 16/07/2021

Professional

Executive

Public Sector

Omnia

Evolution

In the PRIMAVERA app, the Performance Guarantee is calculated considering the document net total, so all items included in the document are considered in this type of withholding.

To calculate the performance guarantee, follow these steps:

Step 1: Set up the company

Set up the company for Performance Guarantee inAdministrator | Company | Payables and Receivables | Company Parameters | Withholding | Company does Performance Guarantee;

Step 2: Set up the document

Access [Marketing & Sales / Procurement] | [Sales / Purchases] | Resources | Tables | [Sales Document / Purchases Document];
In the tab Current Accounts activate the option Subject to Performance Guarantee.
Note: This option is only visible when the step 1 option is active.

This document must be set up to perform the connection to Current Accounts.

Step 3: Set up the entity

Access [Marketing & Sales / Procurement] | [Sales / Purchases] | [Clients / Suppliers];
In the tab Withholdings activate the option Withholding Type "Guarantee".

t is different from State withheld value, given that this is only applied to Items/Services set up for this type of withholding in the option Subject to Withholding in the General from the Item File.

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