In Project operations Advance and Retainers are created on the Project Contract Header. This is not restricted in any shape to either a Contract Line or Project. This creates a scenario where when you have a contract where the customer has agreed some time and material lines and some Retainer elements, and you setup the Project Contract with 2 Contract lines. You still cannot have the Actuals related to the contract line setup for the purpose of the retainer being restricted to the Retainer lines setup on the Contract.

This request is to provide the ability to restrict the retainers/advance on the contract to a contract line. It already requires at least one project to be associated to a contract line anyway, before creating the retainer/advance lines.

Summary steps

1. Introduce ability to select a Contract Line when creating retainer / advance lines (optional)
2. Invoicing of advance or retainer lines will happen as normal
3. Posting of actuals will happen as normal to a project, which will be related to a contract line
4. Introduce the ability, at the point of invoicing (when creating the zero invoice) to auto pickup actuals which only relates to the contract lines associated to the retainer lines associated with the same contract lines.

This ensure that other actuals on the same contract, related to the second contract line, either on a different project or the same project, is till available to generate an invoice with the customer without considering the open invoiced advance/retainer.

In the absence of adding the restriction, the functionality should behave as normal. Reason for the restriction to be optional in step 1. of the summary steps.