What's New in Panoply - Version 2.181

1. Additional field in Enquiry pivot:- With respect to this change we have handled two changes, one in 'Enquiry and Enquiry Products pivot' and another one in Enquiry Management screen. Please find the changes explained below:-

1) We have added a new field 'Closed Reason' to the Enquiry and Enquiry Products pivot.

2) In enquiry management screen, if user selects 'Marketing' in Generated From, then user will be mandated to enter the Campaign Code. In case of CSD & SSD, user will not able able to select Campaign code against Product. So we are mandating Campaign Code for CSD and SSD at configuration level.

2. Changes in Cross Selling enquiry - Approval:- We have added new field 'CSE Request Dt' which will be the date when the Cross Selling exception is being done. The ageing will be calculated from the date Cross selling Exception is added to till date. Please find the below screenshot:- 

3. Enhancement of Bulk lead:- We have enhanced error messages. Now the error messages which notifies are in-line to the error.

4. Zero Value Parts Request :- User can now request for Parts as Zero Value or parts with reduced price by changing the supplier discount in Parts Request screen. Once the user changes the supplier discount, it is mandatory to attach the vendor quote and will follow the normal Parts request approval hierarchy.

5. Call Qualification 'No' - Rate Contract :- With this new change, for all Rate contract calls, the Call Qualification will be 'No' by default.

6. Leads Worked by Transactional Sales:- Transactional sales team can now view the leads worked by their team members for maintaining healthy sales Funnel.

7. Additional Fields in Margin Pivot :- We have added three additional fields:- 

a) Supplier PO ref No

b) Supplier PO ack No

c) Stock adj (Yes/No) - This is to indicate that this item was stock adjusted.