Project Management PLT : How to request discounts for panelboard in COMPAS Go?

This articles details the options to apply "Requested Discount" for Panelboard for interior in COMPAS Go after the new structure change. [Panelboard discount] 

To view the video on filtering of line items and applying discount for interior, click on the following icon

1. Login into COMPAS Go with valid credentials.

2. Navigate to the required sales quote which has panelboard lines as shown below with editing as "ON".

3. Navigate to the pricing tab as shown below. 

Note: Requested discount CANNOT be applied at parent level  [TYZ:PANELBOARD Lines 20000, 21000 and 22000]

4. User has 3 options to apply discount in the pricing tab. Discount need to be applied against the interior.

 Option 1: 

1. Click on the "Show Child Lines" as shown below. On doing so, the following is available to the user. 

2. Apply discount for the interior as shown below for the required panel lines.

 Option 2:

1. Enter the required discount and click on the "Apply Discount" button as shown below. Required panel lines need to be selected.

2. On doing so, the discount is applied for the selected line as shown below. Switch on the "Show Child Lines" button.

 Option 3:

1. Enter "Interior" in the search filter with "Show Child Lines" as shown below.

2.  On doing so, the user has option to enter the required discount against the interior as shown below.

3. User can use the keyboard navigation to request discount for multiple interiors as shown below.

Then press the down arrow key to navigate to the next line (interior) as shown below. This allows user to navigate to the next interior with ease without using the mouse click.

Use the up arrow in the keyboard to move to the previous interior. 

5. On completion, the user can proceed for Submit for Tech review or Pricing Approval based on selection.

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To visualize the filtering option for line items and to apply discount on interiors, view the following video.