What's New in Panoply - Version 2.183

1. Help Section in Panoply :- User can now refer to the help section in Panoply for quick queries or references. Few of the fields which have added are as follows:- 

a) P.O.C(Point of Contact) :- This options displays the information of Primary contact with respect to the Functions or

    Modules in Panoply. 

b) FAQ:- Frequently Asked Questions, where you can find answers for almost all generic issues you face.

c) Documents:- In this section you can find useful module related documents which could be used to for references.

d) Release Notes:- Panoply release notes which is sent weekly to the users describing what's new we have implemented will be listed here. 

Please refer the below screenshot:- 

2. Changes in Travel Module:- User can experience our new User Interface changes as well we have added and removed few fields in Travel Module. Please find the changes below:- 

a) Requester Tab :- User can now raise Travel related request using this tab. Please find the below screenshot.

b) Introduced four new tabs :- Travel Details, Admin comments, Manager comments, Final Booking. Please find the details in

    screenshot:- 

     i) Travel Details:- Displays the Itinerary request details.

    ii) Admin Comments:- When the employee request to assist with his itinerary to the admin (Admin for Travel Module in

        Company Master), Admin gives his comments and send it to Manager approval.

   iii) Manager Comments:- While approving or rejecting Expense request Manager captures his comments here.

   iv) Final Booking:- In this section, Admin will capture the Final booking details like Vendor, Price and Currency with which he

        booked the itinerary.

c) Cancel Request:- Requester can to cancel the booking request by ticking the 'Cancel Request' button, giving appropriate

    reason and attaching the required documents. If the booking status is in 'Draft, Assist with travel options, Pending for

    Approval, Pending Travel Booking', the request gets auto-cancelled. If the status is 'Booking Completed', the cancel request

    will move to Admin and only Admin can proceed the request. Please find below screenshot:- 

3. Changes in Transactional Sales Module:- In transactional module, for the low value quotes, we have added a new column 'Lead No'.

4. Changes in Quote Format:- Following changes are done in the Quote Format:- 

a) Added Subject :- In the new quote format you can see Subject line added, beneath the addressing line.

b) Few alignments and re-arrangements of fields.

c) Included Account Manager's Signature(if they have uploaded in employee master) just above their name in the sign-off section.

5. Changes in PSG working list:- In PSG module, we have new information 'Product ID'. Please it in the below screenshot.

6. Changes in Productivity Pivot :- In Productivity Pivot, introduced a new column ' No of Days', displaying the info number of days as per the engineer schedule.

7. Ageing for Delivery pending order - Auto-mail:-  This auto-mail gives the time taken for each phase giving clarity on delivery delays.

8. Supplier Invoice Payment outstanding :- New pivot has been introduced which gives information on pending payment with Supplier. 

9. Accounts related Changes:- Supplier Advance Payment screen and Purchase Invoice (Pymt Update) screen are released into Production along with Auto-mail requirements.
a) Select all option provided under Accounts -> Purchase Invoice (Pymt Update) screen
b) Tentative date logic given as "Acc Actioned date + working days"
c) Triggered Date, Re-triggered Date and Target Date logic in Customer Invoice screen implemented
d) Critical / Escalation provision given in Adv Payment screen
e) Under Procurement -> PO Mgmt, Under Advance Approval tab 2 new fields added and provided as mandatory.
    Proforma Invoice Date,Proforma Invoice PL recd. dt

10. Changes related to Invoice Tracking Status:- "Invoice Tracking Status" are released into Production
a) changed the content of the mail as “Please find the below pending Sales Invoice Tracking Status Report”
b) When one invoice is being rejected, it won’t show it in pending invoices
c) added Kurian and Amit in cc when sending this report
d)  Removed the total row from the report