Changes made in Panoply - Version 2.123

Changes done in this release:-

• CSD and Equipment Order Pivots - 'Quota Transfer'

• Service Invoicing screen - 'No SRIDs' checkbox

• Parts Master - Export Parts based on Supplier

• Panoply Login Password Expiry

• Escalation Module for generic issues

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'Quota Transfer' in CSD and Equipment Order Pivots

When customer order is received, the quota achievement is automatically assigned to the AM of the end customer. However there are occasions when say AM “ABC” has worked extensively on a particular lead, however when the order comes the AM at that point of time for the customer is “XYZ”.

Under such circumstance, the quota achievement by default goes to “XYZ”. If the organisation decides to give the quota to “ABC”, this can be done exceptionally through back-end. However to avoid double counting, it has to be deducted from “XYZ” also exceptionally through the back-end, and 'Order Performance' has to consider both these exceptions.

Service Invoicing screen - 'No SRIDs' checkbox

Normally, whenever invoicing is done, users are expected to attach a copy of the customer satisfaction report (CSR). Since regular invoicing can be done in the absence of service calls, users have the option of indicating (while doing invoicing) that there is 'No service call' (SRID) present. This provision to indicate this has been given to users in the form of a checkbox in the 'Handover for Invoicing' screen (Regular invoice tab).

Parts Master - option to export parts based on supplier

Users now have the provision to exports parts (to an excel file) belonging to a supplier  

Password change after password expiry

User account password validity period has been introduced. Panoply will force user to change their passwords every 90 days. 

Escalation module for generic issues

Users can use the the escalation widget available on the home page in Panoply to raise escalations on issues pertaining to customers.

The same screen (seen above) can also be invoked from within the service module (to raise escalations). Such an escalation is done from within a service call. In such case, the customer name would be populated automatically in the escalation (based on the customer name seen in the service call).