What's New in Panoply - Version 2.192

1. Changes in Customer Pivot :- In Panoply, for Customer pivot now we are displaying Account Manager mapped wrt enquiry category.

2. Changes in Lead Management excel download :- Addition of new fields - 'Quote Customer ID', 'End User ID', 'Account Assigned' in Lead Management excel download as per user request.

3. New validation in Sales Check :- If user missed to enter number of days in payment terms in worksheet, it mandates user during sales check to ensure the field is updated.

4. Part Number repetition relaxed for CSD :- With respect to release 2.187 we had restricted part number repetition in sales. Due to user request we have relaxed it only for the enquiry type Consumables and Spares.

5. Sales Enquiry Category change :- Hereafter Sales Enquiry Category change will be allowed via request to Panoply support for orders status other than Order Mapped, Sales Check, PSG, SM completed and also if any PSG calls or Config review/Request calls exist.

6. Change of Sales Person :- Now in Panoply, user with this privilege can transfer active leads from 'inactive Sales Person' (Customer Mapped as House Account but assigned an Account Manager) to a new AM.

User with this action privilege only will see these options/screen in Panoply :- 'Sales Module' --> 'Change Sales Executive'.

7. Changes in Contact export excel :- As per user request, contact email id is now added to the email excel download.

8. Leave Report :- WRT new change in Panoply, now admin has the privilege to export leave summary and leave balance by selecting the employees. Leave --> Admin --> Leave Report. Please find the below screenshot :- 

Once user clicks 'Leave Report' as mentioned in the below screenshot, admin selects the relevant details such as employee name etc.. to generate the report. Please find the below screenshot for more information :- 

9. Contract Renewal and Warranty Conversion :- In Panoply as part of contract renewal, now system will auto-create a lead  prior to four months with same Instruments/Product in the active contract. 

Also wrt to warranty conversion, Panoply will send out a weekly email to Account Managers and Management notifying the instruments whose warranty is getting expired in next 4 months form the current date.

10. Dashboard changes :- User Interface enhancements and few minor bug fixes has been handled.

11. Changes in IO Management screen :- Hereafter for SSD orders if parts are included, the delivery of the parts will be taken care by PL or Service will be marked in system with a flag 'IsInvPLresponsible'. 

12. Introduced new auto-mail 'Payment due' :- A new auto-mail has been created for notifying user regarding the supplier payment which will be due in the upcoming week for unmanaged suppliers.

13. Changes in PO Management screen :- When EO is created and if order is not placed since a week, it is mandatory user should fill the comments as this will be reflecting in the auto-mail.

14. Order category and Sub-category changes :- SSD as order category and it's sub-category is now implemented to P&L which is in-line to what is existing in Sales Module.

15. Visibility for Finance on Customer approval document :- For any billable OF when user attaches Customer Approval document from Parts Request screen, now the same is visible for Finance user in Accounts--> Customer Invoice --> Service Details.