What's New in Panoply - Version 2.187

Created by Akhil M.P, Modified on Tue, 7 Jan, 2020 at 12:41 PM by Akhil M.P

S.No	Change	Audience
1	Template Download Widget	General
2	Parts Request Statuses now visible for all users in loop	General
3	SM check mandatory for MVS	Sales & Service
4	Warranty instruments can be tagged to a contract	Sales & Service
5	Changes in Campaign Code	Sales
6	Duplicate part number not allowed in a product	Sales
7	Tracker Dashboard	Projects
8	Auto-mail on placed PO	P&L
9	Changes in Invoice ageing auto-mail	P&L

1. Template Download Widget :- Introduced a new widget which will have generic file templates used by business. For eg:- CSR copy etc. The templates upload is based on privilege basis. Please find the screenshot below.

2. Parts Request statuses now visible for all users in loop :- Panoply now gives a visibility of parts request statuses for all the users involved in that particular Parts request life cycle. We have introduced milestone graph in the parts request page also some UI changes have been handled.

Please find the below screenshot:-

3. SM check mandatory for MVS :- Hereafter MVS quotes will be captured under the enquiry category SSD. We have introduced new SSD products type in sales. Following changes have been made in the system :-

a) New SSD Product types introduced :- MVS AMC, MVS RC, MVS ARC. User can select anyone of the mentioned SSD product type to start qualifying the MVS enquiry.

b) A dummy product will be inserted as MVS product.

c) All validations as per the existing contract types (AMC, RC, Both)

d) Panoply will allow to create MVS contract only if SM check is done for the order.

4. Warranty instruments can be tagged to a contract : - Panoply will now allow to tag instruments under warranty to an upcoming contract. User will be notified during Sales Check if the contract lead contains instrument/product in warranty.

5.Changes in Campaign Code :- Campaign codes are now tagged at Lead level. User can tag Campaign code in Enquiry Management screen and Lead details screen. Please find the screenshot below:-

Campaign Code in Lead Details screen:-

Campaign code in Enquiry Management screen:-

6. Duplicate part number not allowed in a product :- In configuration duplicate part numbers are not allowed under a product. Now the system forces the user to change the quantity while submitting.

7. Tracker Dashboard:- New dashboard is introduced in projects panoply to track POC, Revenue, Expenditure, Task and Net Profit of a project.

8. Auto-mail on placed PO :- Introduced an everyday day auto-mail give the details of PO placed with Agilent IDO.

9. Changes in Invoice ageing auto-mail :- We have added new fields to the invoice ageing auto-mail :- Company Name, Order Status, Customer Name, FC Order Value, Currency.