When creating new customers or locations, you will now be presented with a required field for CRM Reference Number. Use this field to enter the Salesforce Number of the customer. You can type in "unknown" or some other value if the CRM number does not exist.

Parts, Labor, and Supplies options have been copied into the MPS Agreement. There may be a delay in syncing up the paperwork with these new options.

A new page is available called "P&L". This is a summary of the deal health and a starting point for more financial analysis features.

Escalation Rates may now be changed on the Service/MPS agreement. When changing from the default of 20, a new note is automatically added to the Sales Agreement Notes section.

Order Processors can now "Expedite" proposals. These proposals are highlighted throughout the order management process and each page can be filtered to show expedited proposals. Consider using this to notify all team members to prioritize certain deals.

Order Processors now have a dedicated page to review and manage Check Requests. On this page, users can filter, export data, review check request details, and adjust the approval stage of the 3 Check Request approvals required.

The P&L page can now be controlled per user and includes in-depth deal analytics to see the deal financials in their entirety.

A New Request Type of "VP Approval" has been enabled. The initial reason for this request is for a WIN Helper Rule that requires a VP approval for specific order types. The associated WIN Helper Rule is also available.

Pricing Approval thresholds have been updated to check users authority on that deal based on user role and true margin threshold.

With the correct permission level, you can now update the Management team that is automatically aligned to a proposal. This is useful when a proposal is defaulted to the rep's branch manager, but for a special reason needs to flow to the manager of a different branch. (In this example, the VP can make the update on the Proposal Permission page)

Global Administrators can now publish export reports to be available for specific regions and user roles. This allows a standard export report to be run without the need to reach out to a Global Administrator.

Global Administrators can now publish import templates to be available for specific regions and user roles. This allows a standard import data to be completed without the need to reach out to a Global Administrator.

To maintain compliance, we now require a SNOW Incident Number to be entered when creating new users in the system.

Regional Administrators can enable/disable the advanced data in the P&L by user. Approval should be received by the regional CFO/President prior to updating permissions.

Regions can now change their preference of bundling service/mps by default. The default will be TRUE. This can be updated in the Core setup page.

WIN Helper Rules can now be easier managed by Regional Administrators using the Order Type and WIN Helper Overview pages.