Changes made in Panoply - Version 2.134

1. Customer Mapping (Sales)

Option has been provided for users to query on 'Enquiry Category' using the search filter in the Customer Mapping Screen. Additionally, the filter on Category has been renamed as 'Customer Category' (ref below screenshot)

Also note that henceforth, system will NOT move leads pertaining to house accounts when Account Manager (AM) is changed for the combination of 'Customer + Enquiry category'.

2. VAT Exemption for Parts - By Country (Sales)

A new tab - 'VAT Exempted Parts' - has been introduced in Parts Master to show list of parts that are VAT exempted at a country level. Earlier, system used to just show the list of parts that are VAT exempt (giving an impression that it is across all countries), BUT now its show it at country level. 

Also note that this is a read-only tab.

3. HSN Master (Sales)

A new column has been introduced in 'HSN Master' to show whether HSN codes have been verified for GST. If verified, entering the GST% for HSN code is mandatory. Earlier, HSN codes were used only for India Region but now KSA customers too expect HSN codes to be mentioned (for parts) in the quote. But since they may not know about GST% being applicable in India, a provision has been given to indicate whether GST% has been verified or not.

Also note that henceforth, if HSN code for a part (added in configuration as part of quote preparation) does not have GST verified, system will not allow user to proceed further. 

4. Install Base (Service)

System allows users to define PM kits at Install-base level. Only those users having the necessary privileges to create / amend PM Kits can do so, others will only have read access.

Additionally, a new tab - 'Spares and Consumables' - has been introduced in the Install-base. This tab will show a list of spares and consumables used for each product listed in the install base. Note that this is also a read-only tab. 

5. Stock / Promotional Order Form - First level approver (Sales, Service, PSG)

Whenever a stock/promotional order form is raised, the first level approver for such an order form will be the SM of the account manager (AM) for the combination of 'Claim customer (for whom parts are being requested) of the order + Order's Enquiry category'. Earlier, it used to go to the end-customer's AM's SM, based on enquiry category.