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How to write a credit on an incremental progress claim

On an incremental progress claim, enter a total % below previously claimed to write a credit, and read the on-page credit warning.

Written by Ben Walker

Use this when an incremental progress claim needs to reduce the total percent or amount already claimed on a line (for example after a reducing variation). Drum writes a credit on this claim instead of blocking the lower total.

Write a credit on an incremental claim

  1. Open a draft incremental progress claim (unlocked).

  2. On the claim item, enter a % Total (or Claim Total) that is below what was previously claimed for that item.

  3. Save the line. This Claim shows a negative amount for that item.

While any included item is a credit, the claim page shows an outlined warning such as “This claim includes a credit”, with detail that an item is below the percent already claimed.

What to expect

  • Incremental % Claimed accepts 0 to 100. Lowering the total below previously claimed is allowed and creates the credit.

  • You can also enter a negative this-claim amount in standard (non-incremental) mode. That path already allowed credits; it now shows the same alert.

  • Locked or approved claims are not edited this way. Unlock or use a new draft claim if your process allows.

Related

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