SNo. | Change | Impacted Departments |
1 | Service Team Calendar | Service |
2 | Install-Base Pivot | Service |
3 | Quote Company Check during Sales Check | Sales |
4 | 'Opportunity' renamed as 'Prospect' | Sales |
5 | PSG Planner - Invoice Target Date | PSG |
6 | PO Expected Date in Lead | Sales |
7 | PSG Call - Email notification to AM/SM of lead | Sales |
1. Service Team Calendar (Service)
Facility has been provided in the Service Team Calendar for users to add favourites using the search function. The objective is to provide users to choose a set of search options (for eg. List of Engineers) and save the the search as a 'favourite'.
The newly created favourite can be saved with a name and shall be available on subsequent searches on clicking the 'search' button.
2. Install-Base pivot (Service)
A new field "Max Warranty End Date" has been added to the Install-base pivot. The value populated in this column will be the latest/max date between 'Warranty date' , 'Extended Warranty Date' and 'Contract End Date'.
3. Quote company check during Sales Check (Sales)
As part of sales check, system will now match the 'quote company' mentioned in the quote with the 'quote company' entered in the PO. An error will be thrown if they don't match.
4. 'Opportunity' renamed as 'Prospect' (Sales)
The lead position parameter in sales "Opportunity" has now been renamed as "Prospect".
5. Invoice Target Date in PSG Planner (PSG)
A new column 'Invoice Target Date' has been included in the PSG Planner screen as additional information for PSG to plan their AT/FAT calls for equipment orders.
6. PO Expected date in Lead (Sales)
When a lead has multiple products and the 'PO expected date' at product-level (for each product) is different, the lead-level 'PO expected date' considered will be the max 'PO expected date' (among the product-level PO dates).
7. PSG review calls - email notification to AM of lead (Sales)
Whenever there is a PSG Config request/Review call OR PSG-Check call initiated for a lead, an auto email will be sent to the AM and SM of the lead.
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