What's New in Panoply - Version 2.228

1) Changes to Quote :- As per the recent request from the user, quote has been undergone certain design changes, renaming and addition of new fields. This Change is applicable only for IGB.

2) Changes to Inquiry Screen :- With regards to new change, Generated From "Principal" has been renamed to "Vendor". And also in the Inquiry landing page, Account Manager name is displayed.

3) Changes to Worksheet :- Below mentioned changes are done in the worksheet :- 

i) DRQ in Worksheet :- Equipment Sales Managers can now request for additional discounts to category team known as DRQ via worksheet. Once request is raised by Sales Manager, the data will move to Category Manager for additional discount approval. Category Manager once getting confirmation from the Supplier, he updates the DRQ percentage. 

Below mentioned the screenshot for DRQ request from SM login :- 

From the above screen Sales Manager can "Raise DRQ" by clicking the check box and also they can request for additional discount from the Requested Addl. Disc % column, capturing comments too

Sales Managers can track the requested DRQ's from the DRQ Tracker tab.

Below screenshot is for DRQ approval screen by Category Manager :-

Category Manager can view DRQ raised by Sales Manager from DRQ Request from Sales tab in the PL-->Procurement-->DRQ Management.

Category Manager can always view the requested DRQ percentage by SM and Category Manager can input the possible Additional Discount after discussion with the Supplier in the "Addl Disc. %". For completing the DRQ approval process Category Manager should provide DRQ attachment and CM Comments along with Validity and then Approve the same.

ii) Margin tab in worksheet :- Sales Manager can now see a Mgn. tab in worksheet to view the Sell-in, Sell-Out Parameters excel download including the Margin.

4) Changes to Customer Master :- Customer Accounts can be made in-active only all the four Enquiry Category is marked as House Account. 

For eg :- Dubai Police account can be made in-active only if CSD, SSD, Equipment and Service is assigned to House Account.

                                                                                            Thank You