What's New in Engage CRM - Version 2.267

Created by Bhavan Manjesh, Modified on Mon, 30 Aug, 2021 at 6:51 PM by Bhavan Manjesh

Sl. No	Change Request	Audience
1	Ship to UEU differentiation	Sales, Service, P&L
2	HCB Part Number Implementation	Sales, Service, P&L
3	PO Value in PO management. work list screen	P&L

1.) Ship to UEU differentiation

In Enquiry and Lead screen the following are the changes are done.
Sold to, Ship to, UEU Entities, Sites and Contacts – these are made mandatory.
Provided checkboxes which defaults sold to details to Ship to and another ship to details to UEU
AM Assignment at lead level is based on “Ship to” for all sales channels.
In case of Equipment leads, UEU is used during install base creation, installation call creation etc., the order will list in the regional service manager based on UEU site region.
In case of SSD leads, UEU is used to fetch the install bases against which services / contracts are to be quoted. Orders / contracts will appear in the regional service manager based on UEU site region.
VAT / GST etc., will be computed based on “Ship to” and the in co terms (Portfolio customer)
In AT work list, system should show the UEU
When order forms are raised, it’s based on UEU.

P&L Related changes:

IO Management - UI Re- Alignment is done based on Quote Details, P&L Details, Comments and Documents

Renamed Ship to LE as End User Details IO Management --> Shipment and Delivery Tab -- > UI Re alignment and add new fields as Ship To Le Details are auto populated based on Quote.

Service screen changes:

In SRLC screen ->Service request tab added 'Reported By/Sold To' section in call details.

In noncontract service call when co-ordinator selects PO type as wait for PO ,part will be requested and enquiry will be created with Sold To details Sold To LE & Sold To Contact is mandatory in this case.

(note: If enquiry is created from SRLC/PRLC screen then Sold To LE and Sold To Contact is Mandatory )
In PRLC screen added Sold To LE and Sold To Contact, this is mandatory when the Request type is ‘Quote’. Enquiry will be created with Sold To details.
(note: for old Quote Part request if quote is submitted and proceeded further , this Sold To details not required , because enquiry already created.)
In Install Base screen bulk update option need to test.
All the service screens Legal Entity label is changed as UEU / Sold to.
Ship to is changed to UEU.
In all service screens excel download and validation error messages need to check.

2) HCB Part Number Implementation

PL, Sales & Service

When AM prepares a quote, he can choose the parts for which he needs to show the HCB code instead of the real part number. He can toggle from HCB to Supplier part number or vice versa any time.
Depending on this, the quote will either print the supplier part number or the HCB code.
In case of billable order forms, Order Form screen will also additionally show the HCB part numbers and allow user to choose based on HCB too.
The above changes are displayed in IO Management, IO Ack, Delivery Note, Customer Invoice and Parts approval.
IO Management and PO Management -- >In Add/Replace parts user can select HCB yes / No.

3) PO Value in PO management work list screen

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