How shall I add discounts to a project?

Description of the issue

Once a project is marked as delivered, Kompass will assume that all proposal items have been fully completed. Therefore, for lump sum proposal items, their status will turn to 100%.

In the project below, this is the status update prior delivering. Overall price is at $2,574.00 and valuation at $2,059.20.

This amount has been fully invoiced thus, WIP is zero.

Once we will deliver the project, the status update for the lump sum proposal items will change to 100%.

This makes sense since our client has approved the full amount of lump sum proposal items as set in Kompass.

Now WIP is positive because we will have to invoice the remaining amount until the approved full amount.

First Steps

In principal:

Project Managers must check their status updates prior fully delivering a project.
Project Managers must check the WIP of their projects while reviewing Project Performance spreadsheet. (if adopted by your organization)

How to address the issue

Kompass users should follow the steps below to address this issue

Prepare credit proposal items. To do so, simply select the affected proposal items and copy them by clicking "Actions" (3) and "Copy" (4).

Edit the proposal item (1), rename it (2) and add relevant description (3). Finally, remove all costs (4).

Then set a negative price as per the non-completed percentage of works. Specifically for the copy of proposal item 195381, that was $-514.80.

Repeat for any other possible proposal items with non completed works. Make sure you will accept the newly created proposal items.

In essence, the acceptance of those proposal items mark the acknowledgement of the client that a percentage of the works will not be completed.
Once accepted, the price of the project has been discounted. Therefore, WIP is set to zero.