Release: 19th October 2021
  • 19 Jul 2023
  • 1 Minute to read
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Release: 19th October 2021

  • PDF

Article summary

Release Topics

1. PPM Contract Quotes

Release Details

1. PPM Contract Quotes

  • It is now possible to raise a Quote for an associated PPM Contract
  • A new ‘Add PPM’ Wizard has been introduced allowing users to log a PPM Quote or Contract when applicable with all of the required details
  • The Wizard contains a new Asset Importer allowing users to import any non existing assets for use within the quote/contract
  • PPM Quotes can be upgraded into PPM Contracts and are accessible via the Customer Portal where they can be approved or rejected
  • A new ‘PPM Quotes’ Document templates area is also available accommodating this new feature

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See here for user guides on this feature and here for videos.

Improvements, Modifications & Bug Fixes

Improvements and Modifications

  • N/A

Bug Fixes

  • An issue whereby Customer Grouped Invoice Document template tags were failing to display has been fixed
  • An issue whereby inactive assets were still showing as available assets to conduct Refcom actions against has been resolved
  • An issue whereby the engineer field failed to update on the main PPM visit page after changing the engineer via the Planner has now been rectified

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