What's New in Panoply - Version 2.242

Created by Akhil M.P, Modified on Mon, 8 Mar, 2021 at 1:40 PM by Akhil M.P

S.NoChange RequestAudience
1Changes to Transactional Sales - TS executive can be changedTransactional Sales
2Changes to Sales Parts Management - Introduced Price PrevalidatorSales
3Changes to auto-mail - Now it will list from day 1Sales
4Changes to PS screen - User able to see Application and PS comments attachments
PS


1) Changes to Transactional Sales - TS executive can be changed :- User with explicit privilege can now change TS executive for active leads from the screen. Please refer to the below screenshot :- 


2) Changes to Sales Parts Management - Introduced Price Prevalidator :- When Coordinator submits for price validation, now (as of now only for CSD and SSD) will list for Price Pre-validator and Sales Manager queue. User with access to Pre-Validator can always ensure that the it is good to go for price validation by providing Lead level comments. However the accountability of Price Validation still remains with Sales Manager and always Sales Manager can bypass Price Pre-validation and proceed for price validation.


Kindly Find the attached Screenshots below :- 


Price pre-validator screen :- 



Sales Manager screen where he will see the Pre-validator comments :- 




3) Changes to auto-mail - Now it will list from day 1 :- With regards to new change, auto-mails :- "

Aged SSD Enquiries Leads and Orders Pending for Action", "
Aged  Equipment Enquiries Leads and Orders Pending for Action", "
Action: Order Mapping and SM Check Pending for more than 1 day" will now start listing the summary from day one on wards.


4) Changes to PS screen - User able to see Application and PS comments attachments :- PS users can now see attachment and comments which comes from Sales as part of PS Configuration/PS review.

Please refer to below screenshot :- 




                                                                                           Thank You

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