Changes made in Panoply - Version 2.145

Created by Sreeram K, Modified on Tue, 2 Apr, 2019 at 9:57 AM by Sreeram K

SNo.	Change	Impacted Departments
1	Transactional Sales Pivot	Sales
2	Sub-quotes	Sales, Service

1. Transactional Sales Pivot (Sales)

A new column "Sales Executive" has been added to the pivot to find the list of orders booked by Transactional sales team.

2. Sub-Quotes (Sales , Service)

The concept of Sub-quote has been introduced in Panoply. A sub-quote is a quote that is provided when customer already has an order with provision and wants to utilize the provision to procure these new parts upon approval by customer.

In the Lead screen, a new field called "Sub Quote" has been introduced to flag if it’s a sub quote. In quote submission screen, a new tab called "Link to Main order" has been introduced (ref below screenshots). User can use this tab to link the quote to an existing order. Customer Approval should also be attached for reference. This closes the lead automatically.

'Standing Order' field has been renamed as 'CSD Parts Contract' in the Enquiry, Lead and Sales Check screens.

In case of SSD leads, a new field called 'Is under contract' has been introduced in the configuration screen. This is to indicate if the pricing of the parts is applicable for the entire duration of the contract. If its for the entire duration, then whenever billable order forms are raised, the pricing for the part is taken from the quote (ref below screenshot)

If its NOT for the entire duration, then the parts can be requested only one time.

Quote can be initiated from the 'Parts request screen' without SRID. This is basically for MVS or AMC contracts having provision, where customer sends list of parts seeking quote. In such case, an enquiry gets created in Sales (as a sub quote). The enquiry gets converted to a lead and follows the usual sales flow. This quote will be linked to an existing order using the Sub quote tab in the quotation screen. When the subquote is linked, the status of the parts request id (which is source of this lead) will move from to "Quote submitted" to "Draft" and Part Request Type becomes 'Order Form Billable' so that service coordinator can proceed to get the necessary approvals.