SNo. | Change | Impacted Departments |
1 | Install-Base : PM Kits & Consumables | Service |
2 | Warranty Dates for Installation Calls | Service |
3 | Order Processing | Sales |
4 | Short Name for Supplier | Sales |
1. Install-Base : PM Kits and Consumables (Service)
The Install-Base screen has been redesigned to show separate tabs for 'PM Kits', 'Consumables' and 'Spares'.
Calls created for addition to PM-Kits to install-base will have the call type as "PM Kits & Consumables". Engineers have to add both PM Kits & Consumables (for an install-base) to mark the call as completed. So the color indicator against an install-base will change to green only when both PM Kits and Consumables have been added.
2. Warranty Dates for Installation Calls (Service)
For Installation calls, it has been made mandatory for engineer to enter atleast one warranty date - either provided by supplier (Principal) or by the Company - during call completion (ref below screenshot)
3. Order Processing Screen (Sales)
For users having 'Sales data Read-only' privilege, this screen will loads orders for all regions/category.
However, for those users who are part of the sales team setup, it'll only show orders that belong to their respective (defined) region/category.
4. Supplier short name in Quote (Sales)
A new text field has been introduced in supplier master to capture short names for suppliers. This is to facilitate inclusion of the same (short name) in the customer quote.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article