SNo. | Change | Impacted Departments |
1 | Product Master | Sales |
2 | SOD Points | Sales, PSG |
3 | Contract Analysis Pivot | Service (SSD) |
1. Product Master (Sales)
A new column 'Is AT Mandatory' has been added in Product Master. When this is checked for a product, the 'Is PSG Check Req.' column will also get ticked automatically.
Note that this will also flag 'Analyzer Testing (AT)' in the SOD points screen (in worksheet, Lead Management).
2. SOD Points (Sales, PSG)
It has been made mandatory for PSG engineers to upload the 'Analyzer Protocol Diagram' and 'Valve Diagram' (in SOD) while completing PSG check for instruments (ref below screenshot)
Likewise, if the sales team choose to flag 'FAT', system will automatically tick the 'Analyzer Testing (AT)' SOD point as well (ref below screenshot)
3. Contract Analysis Pivot (Service / SSD)
A new pivot have been developed to provide information on SSD Contracts. The pivot will highlight information on contract provision utilization, what percent of contract amount has been invoiced to the customer, whether breakdown commitments have been crossed etc.
This pivot is will be of use to the SSD Contracts team.
Provisional Amount for Order
There are cases when Order customer, End customer and PL customer are all different. In such cases system will always
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