What's New in Panoply - Version 2.251

Created by Akhil M.P, Modified on Tue, 25 May, 2021 at 3:12 PM by Akhil M.P

S.No	Change Request	Audience
1	Launch of Account Master	Sales, Service, PS, P&L, Finance

1. Launch of Account Master :- Account Master - General Overview

a. All users will have access to request for creation of legal entity, site, department and contact. However, these will go thro two levels of validation.

b. Request for site creation can happen by referring a legal entity just created (irrespective of whether its validated or not) OR an active legal entity.

c. Same hierarchical validation holds true for department and contact too.

d. Pending Validation data will be shown in the worklist as below

e. Approval Hierarchy

If I am a requester, I can see all the requests made by me along with the status, i.e., Pending reporting manager approval / Pending data owner approval
If I am the reporting manager, I can see all the requests that I need to approve as well as all requests made by me along with their status.
If I am the data owner, I can see all the requests made by me along with status.as well as all the requests that I need to approve as a reporting manager as well as all the requests that I need to approve as a data owner.

S.No	Requester	Reporting Manager	Data Owner	Comments
1	Yes			No Issues
2	Yes	Yes		No issues, Will go to his manager
3	Yes		Yes	If the requester is also the data owner, then once saved, it only goes to his reporting manager and then gets validated immediately.
4	Yes	Yes	Yes	Once data is saved, it will go to the reporting manager, and since the requester is the data owner, it will get immediately approved.

f. All amendment access – will ONLY be provided to the Data Owners.

g. Legal Entity and Global Party Validation & ownership is one privilege and Site, Department and Contact Validation and ownership is another privilege.

h. Need to have a parameter to ensure that this approval can be skipped for other clients.

Thank You