Changes made in Panoply - Version 2.160

1. Comments from PSG engineers in PSG calls

Sales team can request PSG team's help to do the configuration/configuration review as part of quote creation. 

For each of these call types, any comments entered by the PSG engineer in the 'Task Response' field (in the service request response screen), after PSG call completion, will be now visible to the sales guy (ref below screenshot)

2. Fixed Exchange Rate

Exchange Rates in Panoply are updated via a scheduler job at the beginning of every month.

But business expects some of the exchange rates to be kept fixed. For these currency combinations, the data need not get updated from the scheduler.

As part of implementing this new requirement, a flag has been introduced in the currency conversion screen to indicate which combination of currency conversion rates are to be kept static (ref below screenshot)

3. Employee Expense

The company provided credit card number of an employee (if they were holding one) would be shown in the Employee expense screen. 

Earlier, system would show only the latest (current) card number when an employee's credit card number gets changed and updated in employee master.

However, change has been introduced in Panoply to show the previously held credit card numbers as well. For eg., Employee 'A' held a credit card number xxxx xxxx xxxx 3009 till May'19. His credit card number changed to xxxx xxxx xxxx 4009 in Jun'19. Now, all 'Submitted' (past) requests would show 3009 while all records in 'Request' and 'Rejected' status will show the new credit card number (irrespective of the submission date).

4. Leave Calculation

Only 'Paid Leave' and 'Encashed Leave' will be considered in Leave calculation. Other leaves like Maternity, Medical, Festival, Adjustment will not be considered as part of leave calculation. 

Also note that only Paid leaves (PL) can be encashed at the end of the calendar year.  Leaves which get lapsed at the year-end are casual leaves (CL).

The no. of paid leaves (PL) available to an employee at a given date is now shown in the 'Accrued Leaves' column in Leave Balance (ref below screenshot). This will help employees in planning their leaves.

5. Quote Download (PDF)

Format of the PDF version of quote download has been changed. Attached below is a sample quote file.