Product Backlog Item 3983: Product Backlog Item 3983 - Chart of Accounts audit trail/edit log
Bug 8065: Bug 8065 - S/O Core - Changing Qty from the PO is not updating the invoice
Bug 8086: Bug 8086 - Prompt for separating into labor jobs not working correctly
Bug 8494: Bug 8494 - Labor set to not charge tax is still flagging the Labor as Y to charge tax on Inhouse orders created from a Work Order if parts were set to tax Y and brought over to the Inhouse order
Bug 9848: Bug 9848 - Bug 9848 - Using Item detail to back order a non-inventoried part to a specific labor op is not prompting for the Vendor code and not creating 2 purchase orders
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DESCRIPTION:
Product Backlog Item 3983 - Chart of Accounts audit trail/edit log
APPLICATION: PTM Vision/Accounting/Chart of Accounts
PROBLEM SUMMARY: Logging has been added to the Chart of Accounts for edits and deletions of accounts.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Note: The Log for Chart of account changes is located in the Vision directory; A text file is created, titled EXPACCT_EDIT, to log any edits and/or deletions that occur in the Chart of Accounts.
Important: If not using PTM Vision Accounting, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision.
Select A. Accounting System.
Select D. Chart of Accounts.
Test the following scenarios:
Enable Edit mode, change 1 field value.
Disable Edit mode.
Enable Edit mode, change 2 or more field values.
Disable Edit mode.
Enable Edit mode, change 1 or more field values.
Switch tabs, edit mode should have been auto-disabled.
Enable Edit mode, change 1 or more field values.
use the down arrow key to switch rows. This is to make sure we write to the log file every time we switch rows.
Enable Edit mode, change 1 or more field values.
use the up arrow key to switch rows. This is to make sure we write to the log file every time we switch rows.
Enable Edit mode, change 1 or more field values.
use the mouse to switch rows. This is to make sure we write to the log file every time we switch rows.
Enable Edit mode.
Use the F5. Key to delete the current row
Do not enable Edit mode.
Use the F5. Key to delete the current row
Once all tests have been completed, check the EXPACCT_EDIT.txt file in the Vision directory to verify all changes have been logged.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=chart_of_accounts
DESCRIPTION:
Bug 8065 - S/O Core - Changing Qty from the PO is not updating the invoice
APPLICATION: PTM Vision/Open orders and Purchase orders
PROBLEM SUMMARY: When an Special order item was created from an invoice, back ordered to a Purchase order, and the Purchase order quantity was changed along with the addition of a Core charge, Vision was not correctly updating the Core quantity on the Invoice.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
Select the Work Orders tab.
Enter the Customer account information.
In the Input field, enter S/OPART and press the Enter key twice to create the Special order part.
Enter a valid Supplier.
Select Yes to the dialog message that states “Add to purchase orders for XXX?”
Select F11. PO.
F4. Edit the newly created Purchase order.
In the Linepart # field, enter a Non-inventory part# and press enter.
Select Yes to the dialog message that states “Replace this part number in purchase orders?”
Select Yes to the dialog message that states “Would you like to update the Workorder/Invoice XXXX?”
In the Qty field, enter 5.
In the Cost field, enter a cost of $10.00.
In the Core field, enter a cost of $10.00.
Select Ok to save the edits to the Purchase order.
In the Core qty received from Customer popup, enter 0 and select Ok.
Select O. order.
Select R. Receive.
Select F8. Process.
Return to the invoice.
Verify a Qty of 5 is shown on the Non-inventory part number.
Verify a Qty of 5 is shown on the Core part number.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=special_order_parts_on_an_order
DESCRIPTION:
Bug 8086 - Prompt for separating into labor jobs not working correctly
APPLICATION: PTM Vision/Open Orders/Work Order
PROBLEM SUMMARY: When using the Input field to add a Labor operation, and the prompt to separate the jobs was selected, Vision was only creating the first line entered and n
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
Select the Work orders tab.
Select F2. New.
Enter Customer account information.
In the Input field, type TESTSOMELABOR and press the Enter key.
Use the Esc key and exit the search results popup.
In the Input field type, TEST SOME LABOR and press the Enter key.
On the next line of the Input field, type TEST OTHER THINGS and press the Enter key twice.
Select Yes to the dialog message that states "Separate into Jobs?"
Verify 2 separate jobs have been added to the Work order.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
10,1 - Parts on: Set to G.
2,15 - Set to W
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=selling_labor_on_a_work_order
DESCRIPTION:
Bug 8494 - Labor set to not charge tax is still flagging the Labor as Y to charge tax on Inhouse orders created from a Work Order if parts were set to tax Y and brought over to the Inhouse order
APPLICATION: PTM Vision/Open Orders/Inhouse Orders
PROBLEM SUMMARY: When creating a Copay Warranty order from a Work order containing a non-taxable Labor operation, the Labor operation was being set to taxable if other Labor ops/Parts existed on the order that were set to taxable.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Need to verify in PTM Vision that Labor is set to be non-taxable.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open Orders.
Select the Work order tab.
Select F2. New.
Enter customer account information.
In the Input field, enter a Labor oper that is Non-taxable.
In the Input field, enter a Linepart # that is Taxable.
Select F12. Subkit.
Select B. Create Copay Warranty Order Item.
In the Enter Warranty Customer/Vendor field, enter a Cust/Vend account for the copay order and select Ok.
Select a Category and select Ok.
Select Yes to the dialog message that states "Add XXXXXXX to Warranty Order # INH#XXX?"
Verify when the Inhouse order is opened, the correct Labor and Part taxable status is carried over.
Verify IF Taxable status was selected, taxes are being correctly calculated for only items that are taxable.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
QTAXLAB - Sales tax on Labor (Set to N)
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=copay_warranty_order
DESCRIPTION:
Bug 9848 - Bug 9848 - Using Item detail to back order a non-inventoried part to a specific labor op is not prompting for the Vendor code and not creating 2 purchase orders
APPLICATION: PTM Vision/Open Orders and Purchase Orders
PROBLEM SUMMARY: When the same part was on two different labor operations on the same work order and then those parts were back ordered from the Item details popup, the purchase order system was not fulfilling the back order correctly on the work order when received.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
Must have the following feature active in order to perform the following test.
2,8: Group parts to labor operations.
NOTE: If not using the above features, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open Orders.
Select the Work orders tab.
F2. New.
Enter customer account information.
In the Input field, enter a Labor operation.
Right click on the LOP to set it a he active labor op.
In the Input field, enter a Non-inventory part.
Enter a Desc, Cost, and a BO Qty of 1.
Enter a valid Supplier and select Ok.
Select Ok to save the Non-inventory part to the work order.
In the Input field, enter a different Labor operation.
Right click on the Labor op to set it as active. (LOP2)
Add the same Non-inventory part from step 8.
Add a Desc, Cost, and a BO Qty of 1.
Enter a valid Supplier and select Ok..
Select Ok to save.
Select F11. PO.
Select O to order on the first part.
Select O to order the second part.
Select R to receive on the first part.
Select R to receive on the second part.
Select F8. Process to complete the Purchase order process.
Return to the invoice.
Verify that both parts back order qty has been removed and the order has been fulfilled correctly.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
2,8: Group parts to labor operations.
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=grouping_parts_to__labor_operations