What's New in Panoply - Version 2.197

1) Changes to auto-mail 'Enquiry initiated from Service' :- Label changes, Re-arrangement and addition of new columns as per user request.

2) Changes to Utilization dashboard :- Utilization data and graph is displayed after exempting Travel hours. This change is applicable only for Chemetrix.

However we have provided the Utilization separately with and without travel hours

3) Changes in Service call Re-open :- Now coordinators can re-open and re-assign the service call even if the call is in awaiting CSR.

4) Changes in Productivity Dashboard :- Training and Call Qualification efforts are now exempted in calculating Productivity..

5) PSG call closure :- With this new change If efforts are not entered, all PSG call types except PSG check call can be now force closed by capturing a remark.

6) Changes in Projects :- When a Projects lead is won, the parts validation is mandatory. 

For MVS leads, PCM integration is not required hence bypass option is given to exempt all the mandatory checks.

7) Changes to Stock Order :-  In all the places were the items could be moved/added to stock order, 'Requested by' (Category Manager/Sales Manager) and 'Approved by (Management)' field will list the data according to the set up.

8) Changes to Purchase invoice Payment update Work-list screen :- Below mentioned changes are made to the screen :-

a) Supplier Advance payment link is provided to this screen

b) Supplier credit note has been linked to this screen as now the price will be adjusted according to the credit note.

9) DRQ (Discount Request Questionnaire) process for Agilent Orders :- DRQ is a process initiated by P&L team whenever there is a special supplier discount request to be placed with the supplier. The following processes are handled in Panoply :- 

a) P&L groups the parts which requires DRQ and initiates the DRQ request to Category Team. The status of the request will be 'Awaiting Update'.

b) Category Managers will be notified with status 'Awaiting Update' and they can update the discount % at part number level. Once updated the Category Managers can mark the DRQ as 'Update Completed'.

c) P&L can place PO only for those DRQ items whose status is 'Update Completed'. The PO will automatically pick the discounted price.

10) Changes in customer invoice tracker screen :- Customer name displayed in Accounts has been displayed here in customer invoice tracker screen.

11) Changes to Order Analysis pivot :- Provided a new field, DGR (Yes/No), to identify DGR items at Order Level.

12) Changes to IO Management screen :- Provided excel export button for cash purchase tab in IO Management screen.