Changes made in Panoply - Version 2.141

Created by Sreeram K, Modified on Mon, 18 Mar, 2019 at 2:32 PM by Sreeram K

SNo.	Change	Impacted Departments
1	Sales Forecast - Flash Submission	Sales
2	Direct Order & Drop Shipment	Sales, Service, P&L
3	Cross Selling Settlement	Service, Finance

1. Sales Forecast - Flash submission (Sales)

Facility has been provided in the sales forecast screen for sales executives to submit the flash1 and flash2 figures based on category/region (ref below screenshot)

2. Direct Order and Drop Shipment (Sales, Service, P&L)

Till date, there was little clarity in the system, on the difference between Direct Order and Drop Shipment

However, they behave differently as explained below

Direct Orders	Drop Shipment
Customer liaises with your organisation, you provide the quote. However, the order will be placed with the principal.	Your organisation is not involved for any quote in this case.
The Order will also be booked with 'order customer' as “Principal” and 'End customer' as the “Customer” in your accounts only for the commission part. In some cases especially in India, value of 3PP is also booked based on discussions with customer, supplier and GBA. Value of 3PP is also added in addition to commission value in such cases. SM check should be completed, relaxing the PO and Quote value matching. NO Procurement happens from your organisation Installbase is created, installations are handled if required, based on the SOD Invoice will be generated to the principal	Order is booked only for the commission part. No SM check in this case No Procurement happens from your organisation If required install bases can be created manually. Invoice will be generated to the Principal
Parts can be procured in this case.	NO Parts Procurement using Order Forms

Note:- When capturing a 'Direct order' OR 'Drop shipment order', P&L need to specify it explicitly at the time of order capturing.

3. Cross selling settlement (Service, Finance)

A new column 'Settled on' has been added in the cross selling settlement screen. This field will display the date on which finance 'settle' the cross selling incentive to be paid to employee. This field has also been included in the excel download option.