Handling Project Orders in Panoply

Created by Krishna Prasad, Modified on Tue, 29 Jan, 2019 at 12:48 PM by Sreeram K

The below table depicts various types of projects been handled.

Project Company	GBA Portfolio Exists	Action to be taken
MIL	No	There is no SM Check here, as Discrete team is not involved
MIL	Yes	Enquiry exists with customer as MIL. Quote submitted to MIL Order Received from MIL SM Check will be completed like any other discrete order.
GBA	No	There is no SM check here, as Discrete team is not involved.
GBA	Yes	Enquiry exists with GBA as customer Quote Submitted in PANOPLY and details provided to Projects team. Order Received from Customer for full projects value SM Check will be completed ONLY for the portfolio component. PO Value match with Quote is not required and will be relaxed. No Procurement will happen based Discrete SM Check. It will be initiated from the Project Execution Team and they will send the list of items for procurement. Benefits : Since SM Check is completed only for Portfolio component, only that part is treated as the Quota Achievement against the Discrete Account Manager. With SM Check completion, the instruments will flow into Service Module for planning installations.