Changes made in Panoply - Version 2.213

1) Changes to HSN Code tab and GST tab in Sales Parts Management :- Sales Parts Management--> HSN Code tab and GST% tab has undergone following changes :-

HSN Code Tab and GST tab :- We have added supplier attachment column and Parts Details column to this screen (Screenshot 1). Supplier attachment column displays the vendor quote which is attached by Account Manager from sales. Parts Details shows the list of parts with respect to Lead Config. User can see the list of Part numbers which has HSN as well which doesn’t have HSN (Screenshot 2). PFA the below screenshots :-

Screenshot 2 :-

Note :- 

a) Now GST validator also will have a clear view on the part numbers whose HSN needs to be updated appropriately and can communicate to HSN updater (Previously the HSN Code as NA dint have any visibility of the Part Number. With this change it is solved.

b) Only Managed Vendor Parts moves directly to HSN validation if HSN code doesn't exist. Unmanaged Parts will move for HSN validation once AM enters the HSN Code from Sales.

2) Changes to Lead Log :- With the new change, we can add lead log comments and extract lead log details in excel file. Also in the excel export option in Lead Management, led log details are provided. 

Also with the new change, system triggers a summary of weekly activity to all AM's with respect to their Leads.

3) Changes to Enquiry Management :- In the Enquiry Management screen, we have newly added a column "Remarks" which is mandatory while qualifying an enquiry. Also if budget is available and if user checks as "Yes", Budget is also mandatory.

4) Discount% display in sales :- We have provided system discount % display in lead management as well in Product Overview at Product Level. Please find the below screenshot :- 

a) System discount display in Lead Management :-

b) system discount display at Product Level :- 

5) Changes to IO Management, Customer Invoicing and Accounts Receivables :- Following changes are implemented:- 

a) Changes to IO Management Screen :- In IO Management screen, Financial Details Tab provided Cust. Credit Days label. Credit days will be defined at Customer level.  There will be one single credit days for a customer. Will be common across all payment milestones. Please find the below screenshot :- 

b) Changes to Customer Invoicing Screen :- In Accounts --> Customer Invoicing Screen, added Grid level added 3 fields ( Collection Due Dt. , Cur. Dept. Name, Cur. Dept. Reason). Please find the below screenshot :-

c) Changes to Customer Invoice Tracker Screen :- Provided Department change history grid for user to track the department change history details.

d) Changes to AR --> Order Execution screen :- With the new change, in AR --> Order Execution grid level displaying Current Dept. Reason. Also Provided Invoice level department change in Invoice details Tab.

Also AR ageing – Invoice due date is captured and displayed. With every invoice initiated, invoice due date must be calculated. It is Invoice date + Credit days

                                                                                            Thank You