S.No | Change Request | Audience |
1 | Changes to Marketing Module | Marketing |
2 | Changes to Customer survey and pivot related to Customer Survey | Sales |
3 | Report on Customer and Contact Management | Sales |
4 | Changes to Leave module | Admin |
5 | Changes to Customer Contract screen | Service |
6 | Changes to "ISN Logistics Cost Item wise" pivot | P&L |
7 | Changes to Purchase Invoice Paymt update screen | P&L |
8 | Changes to DRQ tab | P&L |
1) Changes to Marketing Module :- A new pivot "Campaign_Code_master" has been created where now users can now see all the campaign codes listed based on the status.
2) Changes to Customer survey and pivot related to Customer Survey :- With respect to new change if the quote customer is a Trader, Competitor or Vendor, customer survey will not be send while quote submission. Also in customer survey pivot, the If the survey sent "No" is selected, then the reason will default to "Quote customer is Trader or Competitor or Vendor" with respect to Quote customer's Customer category.
3) Report on Customer and Contact Management :- New auto mail report along with an excel sheet detailing on New customers added, New Customer contacts added and Contacts modified for current fiscal year has been done.
4) Changes to Leave module :- While freezing leave, in the calendar, now the Company leave/Weekends will be shown with blue color.
5) Changes to Customer Contract screen :- Future contract will be displayed upon explicit search with IO number.
6) Changes to "ISN Logistics Cost Item wise" pivot :- ISN cleared date field has been added to the mentioned pivot.
7) Changes to Purchase Invoice Paymt update screen :- Following changes are made the below mentioned screen. Please find the details and screenshot for further information :-
i) F&A --> Accounts --> Purchase Invoice (Paymt Update) --> Acc. Inv Pay update tab, we have added Supplier SOA attachment and Reconciliation Statement. Refer to screenshot below :-
ii) F&A --> Accounts --> Purchase Invoice (Paymt Update) --> Pending Inv Grid, user can now change the due date at grid level. Refer to screenshot below :-
8) Changes to DRQ tab :- Added two new fields "Currency and Conversion rate" while creating DRQ. Also users can now edit the fields "Unit Cost Price FC" and Cost Dic %. Refer to below screenshot :-
Thank you
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