What's New in Panoply - Version 2.184

Created by Akhil M.P, Modified on Mon, 16 Dec, 2019 at 12:37 PM by Akhil M.P

S.No	Change	Audience
1	Changes in Employee Master	Admin
2	Service Call creation for SSD Non contract Order	Sales & Service
3	Part Selection mandatory for 'Wait for PO'	Service
4	Changes in IO Management screen-->PL Items	P&L
5	Invoice Discounting Pivot	P&L
6	Supplier Credit Note	P&L
7	Changes in Payment Update Sheet	P&L
8	Accounts related Changes	P&L

1. Changes in Employee Master :- Few columns are removed as per user request. Employee names are organized as per company name.

2. Service call creation for SSD Non contract order :- For SSD Per incident orders, now the system will automatically create Service calls if SRID doesn't exist for the Install Base selected. Listed below are the changes in the flow:-

a) Customer Order Screen : Action Owner - Service Manager

Once SM check is done for the Per incident orders, the Install Base selected by sales will display in the customer

Order Screen. Once RTOPL date is updated, Service Manager can decide service call to be created or not and what type of
service call it should be.

b) In-case of inquiry generated from service, after SM check the IB will list in customer order screen but service call will not be

created as already it will be tagged to an SRID.

c) In-case of projects:- During Sales Check, Install Base is mandatory and follows the above point (a).

3. Parts selection mandatory for 'Wait for PO' :- When service coordinator moves the non-contract call to "Wait for PO", parts selection is mandatory which will be carry forwarded to sales for quoting.

Note:- Hereafter Panoply allows only one part request/SRID via SRLC. Engineer/Coordinator should request parts in PRLC from the second time onward.

4. Changes in IO Management screen--> PL Items:- Additional column added in IO Management-->PL items to identify if an order form item is billable or not.

5. Invoice Discounting Pivot :- Changes/additions to invoice discounting pivot as similar to the pivot created from database was developed in panoply system.

6. Supplier Credit Note:- Supplier Credit Note Invoice Work-list for accounts team is provided in panoply. Whoever books purchase will book this credit note invoice as and when the P&L team updates the credit note.

7. Changes in Payment Update Sheet :- Grid Column aligned as per the given requirement in Purchase Invoice(payment Update ) Screen -> Pending Inv Tab.Also Provided a color combination for Critical/Escalation as a Red Color.

8. Accounts related changes :- Please find the accounts related changes listed below:-

a) Under Accounts -> Supplier Adv. Payment, Acc Target date logic implemented as - PL Actioned Date + 3 Working

days
b) Critical / Escalation - Editable option provided in Accounts screen. After made Sent to Finance as WL.
c) Paid Status auto updation => Under Finance => Supplier Adv. Payment, once the WL status mark as completed,

the Paid status automatically will change as Paid.