Changes made in Panoply - Version 2.180

1. Field Change in SRLC :- For Installation calls, when equipment is in waiting status and while updating delivery, we have changed the label "Resolved" to 'Hold Recover" and "Resolution Date" to "Hold Recover Date". Please find the below screenshot:- 

2. SSD Products and their behavior in Sales Life Cycle :- Based on the below table Install Base is mandatory for certain SSD Products. Please find the SSD Products list v/s Install Base Yes or No:- 

Note 1:- In case of preparing quote for M&L Labtech, initially Install Base is not mandatory but at later stage while Sales Check Install Base is mandatory.

3. Parts Request Auto-mail :- When P&L updates the actual delivery date of a part request, the part request status will automatically change to 'Received' and an auto mail gets triggered to the Parts Requester, Manager and Management who were involved in that particular Parts Request process.

4. Changes in Order Pivot :- We have added new two fields to the Sign-off Order pivot, Order Category type and Delivery Status. The pivot also indicates Compliance or Non-Compliance at Order level if difference between the Actual delivery date or SR date whichever is maximum to Sign-off date is equal to or less than 30 days.

5. Addition of New Column in Expense screen:- We have introduced a new column in expense module called 'Region Worked For' which will list all the regions and this field is mandatory for all Service Engineers and Service Managers to capture for which region their expense is incurred during the Service.

6. New Lead Log :- We have realigned the Lead Log button. Please refer to the below screenshot.

7. Supplier Credit note :- Supplier credit note was not reflecting the price changes properly. This has been handled in this latest panoply version. Changes were also done to handle different cases.

Full Credit, Partial credit and credit note w/o quantity can be passed. In case of Full credit total amount and total quantity can be credited back in the supplier invoice. In case of Partial credit, for eg:- Unit price of an item is 50 and credit quantity is 1 and credit amount is 30 and that 30 will be adjusted with the credit quantity remaining amount will be displayed as 20.

8. Additional fields in Sales Analysis Pivot:- New fields have been added in sales analysis pivot- Delivery Ageing, CRDD (Last Delivery Date). Delivery ageing will be calculated as the difference between Actual Delivery date and IO booking date. 

9. Additional fields in Item wise Margin Pivot:- We have introduced two additional fields in Item wise margin pivot - 'Nature of Item' and 'HSN Code'. HSN code will be picked up from transactions if does not exist it is picked up from Parts Master.

10. Cash Purchase:- With the new change while entering purchase cost in 'Cash Purchase' tab, now user can enter negative values.