Release: 19th October 2021

Article summary

Did you find this summary helpful?

Thank you for your feedback

Release Topics

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

Image 1.png

Image 2.png

Image 3.png

Image 4.png

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

Was this article helpful?

Table of contents