This release contains a MAJOR update for handling Service & MPS contract creation in PREO. The "Contracts" page will replace the "Service & MPS" pages after the Regional pricebooks have been configured to support the new features. When the new Contracts page is enabled, your Region will send out an announcement.

Training material for the module can be found here:

Sales: https://intercom.help/preo/en/articles/8486076-building-a-basic-contract

Admin: https://intercom.help/preo/en/articles/8481188-manage-service-mps-rates-as-regional-admin

The entire site has been updated to align with the Xerox Brand.

The WIN Helper Page now has buttons that can take you directly to the page that requires action.

Users can now reassign Pricing, Service, MPS, and Service Escalation Approvals from within the Request page.

You can now set filters AND email the self-service report.

A new page has been created that shows all requests with create date, assigned date, and completed date to help with creating reports for Request performance. This has been enabled on Regional Admin and Order Processing profiles.

When the proposal has OOG items, we now require the OOG Workbook to be uploaded before submitting.

You can now specify which commission plan rules apply based on the Proposal Order Type. This is useful for configuring special commission rules for Rentals or ValueQuix orders.

You can now specify different costs for on-site versus remote networking within the Regional Pricebook.

The RVP role has been setup to mirror that of a Director or VP. You can configure the user with the Sales_CoreRVP role, give them an RVP Commission Plan, and then their access to proposals will be based on the RVP alignment on the Proposal page.

You can now specify a Default Authorized Approver that can receive assignments of approvals. For example, if you want all Service Escalation Rate approvals to go to a Sales Admin resource, you can configure this in the Core Setup page. Users also have the option to reassign approvals within the proposal to this defined user.

When saving a Core, you now have the option to copy all of the settings to the other Regional Core's. This should save time and improve accuracy of the configuration of all Cores. If Core's need to have unique settings, you can still use the default Save button.

Managing Order Types, Order Workflows, and Checklist questions just got easier. From your Regional Admin page you can access each of these settings with revamped management pages for each.

We have installed a widget to submit PREO support requests to the PREO Vendor, Kinetech Cloud. Training will be provided to Regional Admins/Champions at a later date.

254 - Sales Directors Revenue Totals, update attribute to match Sales Rep plans

264 - Add "Approved By" on the Approvals and Requests

259 - Assign Requests using Permissions first, then branch setting

256 - BUG: Process Gross Profit when using Pay Against Wallet Balance

255 - BUG: Service Overage Rate 0 when Zero Base contract

257 - BUG: Download All button failed

262 - BUG: Can't submit request change if not rep

260 - BUG: SPIFFS Not Showing on WON Deals

261 - BUG: Bundled Service Kicker not working on Equipment Commissions

269 - BUG: CPC Lease generating when MPS disabled / service disabled

271 - BUG: Change "CUSTOMER OWNED ASSET" language to "Service Only" on Sales Agreement

272 - BUG: W-Code sum on additional expense is not accurate

273 - BUG: XITS subtotal is removed from Sales Order subtotal

BUG: Deferral Term set to 60 but shows as 3 @

BUG: Disabling CPC on MPS blocks schedule A on Lease

BUG: Sales Branch Director Role cannot see requests