What's New in Panoply - Version 2.188

Created by Akhil M.P, Modified on Mon, 13 Jan, 2020 at 5:01 PM by Akhil M.P

S.No	Change	Audience
1	Addition of New marketing code by default	Sales
2	Enhancement of auto-mail - Enquiry disqualification	Sales
3	HSN code & GST % updation will reflect HO and Branch supplier	Sales
4	Introduced Pending action email	Sales (only IGB)
5	Enhancement of Pending action email	Sales
6	Enhancement of PS review auto-mail	Service
7	Relaxing Parts Validation	Projects
8	Enhancements to Invoice submission to P&L	P&L
9	Changes in Sales Analysis Pivot	P&L
10	Enhancements to 'Pending for delivery' and 'Delivered Orders' auto-mail	P&L
11	Introduced new Auto-mail 'PO Pending'	P&L

1. Addition of New marketing code by default :- In Panoply if any enquiry is created as Cross selling or generated from Service, two different Marketing codes will be tagged to the enquiry wrt the above mentioned generated from.

2. Enhancement of auto-mail - Enquiry disqualification:- If a cross selling enquiry is disqualified, with the new change as per user request in the auto-mail body and email CC, engineer name is removed.

3. HSN code and GST% updation will reflect HO and Branch supplier :- When HSN code is updated it for a branch supplier it will be updated for the HO supplier and vice-versa.

4. Introduced Pending action email :- Introduction of this auto-mail gives a clarity about the pending actions in Sales. The auto-mail gives a summary of enquiries which are 'Pending qualification, Pending Quote Submission, Pending SM check, Open Orders'.

5. Enhancement of Pending action email :- With the enhancement of 'Pending action'auto-mail, users will now receive the email a summary and four break-up's wrt descending order of ageing.

a) Details of top 15 enquiries pending for Qualification.

b) Details of top 15 enquiries pending for Quote Submission.

c) Details of top 15 enquiries pending for SM check.

d) Details of top 15 enquiries pending for Open Order.

6. Enhancement of PS review auto-mail :- With the new enhancement we have added the End customer details in the subject and body of the auto-mail which is send when PSG configuration is completed by PS engineer.

7. Relaxing Parts Validation :- As per the user request Parts validation has been relaxed.

(This change is applicable only for Projects)

8. Enhancements to Invoice submission to P&L :- With the new change, the accounts user does not have to explicitly select P&L in 'Submitted to Cust' field. On submitting it will show up in the customer invoice submission working list of P&L.

9. Changes in Sales Analysis Pivot :- We have added two new fields - 'current department responsible' and 'reason' to the 'Sales Analysis Pivot'.

10. Enhancements to 'Pending for delivery' and 'Delivered Orders' auto-mail :- Enhancements done to these auto-mails with the additions of new fields.

11. Introduced new auto-mail 'PO Pending' :- This auto-mail gives the list of EO created but PO not raised.