DESCRIPTION: 

Bug 8333 - Rating review report incorrect

APPLICATION:  PTM Vision/Open Orders

PROBLEM SUMMARY:  Rating Review Report from an invoice not reporting items correctly that are duplicated on the order.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**Must be using Time Clock to login to Jobs on Work Orders for this test; if not using the Time Clock system, no testing is required.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select O. Open Orders.

3. Select an open Work Order with Labor ops with current clock-ins/outs, and parts.

4. Add an additional part to the Work order.

5. Line up on the part that was just added and select Ctrl+H.

6. Add the part to the invoice with a Qty of -1.

7. Once both parts are shown, select Ctrl+R

   1. Verify on the last page of the report, the duplicate parts are shown with the correct Quantity.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Time Clock Module

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=profit_rating_review

DESCRIPTION: 

Bug 9872 - When Customer is set to require a PO, and you enter through the prompt w/o entering a PO, Vision locks up and causes a Program error to occur

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Customer is set to require a Purchase Order # prior to closing an invoice, and a PO# was not entered, an error was occurring when trying to close the order a second time.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**Must have a customer set to Require a PO in the Customer file.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select O. Open Orders.

3. Select F2. New.

   1. A sales order or a Work order may be used for this test.

4. Add a Customer to the invoice that requires a Purchase Order number prior to closing an order.

5. Add a Part to the invoice.

6. Select F7. Options.

7. Select A. Print Bill/Close.

8. When the popup is shown for entering the Purchase order number, press the Enter key on the keyboard.

   1. Verify you are returned to the invoice.

9. Select F7. Options.

10. Select A. Print Bill/Close.

11. When the popup is shown for entering the Purchase order number, press the Enter key on the keyboard.

    1. Verify no error occurs when the closing process is triggered again.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=open_orders_screen_

DESCRIPTION: 

Bug 10430 - Update structures not being triggered when accessing previous years (works on most recent previous year)

APPLICATION:   PTM Vision

PROBLEM SUMMARY:  Structure changes were not being triggered on years previous to the most recent year.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**No testing is required. No changes have been made to program functionality.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

No Testing Required

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

N/A

DESCRIPTION: 

Bug 10431 - Purchase Orders: PO trimming Part Number on Order

APPLICATION:  PTM Vision/Open Orders and Purchase Orders.

PROBLEM SUMMARY:  If a part number was longer than 15 characters, Vision was trimming the part# causing back orders/returns to not be fulfilled correctly.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**It is advised to have a part number with a corresponding Core part setup in Inventory prior to testing.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select O. Open orders.

3. Select F2. New.

   1. Sales order or a Work order works for this test.

4. Enter Customer account information.

5. In the Input field, enter a very long part# that also has a corresponding core part.

6. Backorder a Qty of 1 for the part and a Core return  qty of 1.

7. Select F11. PO.

8. Line up on the back ordered part from the Invoice.

9. Select O to order.

10. Select R to go into Receiving mode.

11. Select F8 to process the Purchase order.

12. When you are returned to the Purchase order list, locate the created Core return for the back ordered part.

    1. Verify the Part# is still intact and no letters have been cut off at the end.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders

DESCRIPTION: 

Bug 10540 - Open Order/Purchase Order: When receiving a PO for an order, the back orders are not being fulfilled, and we end up with duplicate parts on the order

APPLICATION:  PTM Vision/Open Orders

PROBLEM SUMMARY:  When receiving a Purchase order for a part that was moved from its initial order to a different order, Vision was not correctly fulfilling the backorder on the new invoice, causing duplicate parts on the order.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select O. Open Orders.

3. Select F2. New.

4. Enter a Customer account.

5. In the Input field, enter a Non-inventoried part number.

6. Once the Search box is shown, select the X key to create the Non-inventoried part.

7. Enter a Desc and Cost.

8. Select Ok to save the part to the invoice.

9. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

10. Set a supplier, but do not add/edit a Core charge.

11. In the Input field, enter a Stocking part with quantity in stk.

12. Select Alt+F7 in order to Print/Bill/Close the Sales order.

13. Select Ok to the dialog message that states "CAUTION BACKORDERS EXIST ON THIS ORDER!"

14. Select Yes to the dialog message that states "Are you sure you want to Print and Bill this Order?"

    1. Depending on features set in PTM Vision, the new invoice with the backorders is created automatically; Or, select B. Convert to new Workorder if prompted.

15. Open the newly created order with the remaining items.

    1. Verify the correct item was added to the new invoice.

    2. Verify the additional items on the initial invoice are not shown on the new invoice.

16. Select P. Purchase Orders.

17. Line up on the Purchase order that was created from the initial order.

18. Select O. Order.

19. Select R. Receive.

20. Select F8. Process.

21. Exit Purchase orders.

22. Select O. Open orders.

23. Open the order where the back order now exists.

    1. Verify the Backorder Qty on the order has been fulfilled.

    2. Verify a duplicate part has not ended up on the order.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

4,21 - Create Invoice when you Print/Bill with Backorders

1,16 - Bill Backorder Quantities at Invoice Level (Optional)

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=work_order_sales_order_tutorials#pageid=backorder_parts_-_out_of_stock_and_non_stock

DESCRIPTION: 

Bug 10624 - Open orders: Issue with Name field when using Done button after searching for customer

APPLICATION:   PTM Vision/Open Orders

PROBLEM SUMMARY:  When adding Customer account information to an invoice from Search and the done button was used, the account information for the customer was not populating on the invoice correctly.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select O. Open Orders.

3. Select F2. New.

   1. A sales order or work order may be used for this test.

4. While focus is in the Account field, select F10. Search.

5. Using the down arrow on the keyboard, arrow down through the list a line up on a customer.

6. Using the mouse, click the Done button.

   1. Verify when you are returned to the Invoice, all customer account information has been filled in completely and focus is in the PO/Memo field.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=open_orders_screen_

DESCRIPTION: 

Bug 10636 - RLE report with daily totals ran for more then one day is reporting the IDLE time incorrectly

APPLICATION:   PTM Vision/Reporting

PROBLEM SUMMARY:  RLE report that is displaying daily totals was not displaying the Idle time correctly when a date range was selected.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**If not using Timeclock to track mechanic in/out times, no testing is required.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select R. Reporting

3. Select L. Mechanic Hours.

4. Select E. Productivity Idle.

5. Enter a valid tech number.

6. Enter a From date/To date that covers one working week.

7. Select the Show daily totals checkbox.

8. Select Ok to generate the report.

   1. Verify the Idle time shown for each day is a daily balance and not a running balance, totaling each day in the Idle time column for each week (Totals are shown on the last page of the report).

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• Time Clock Module

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=e__productivity_idle_tech_hours_report

DESCRIPTION: 

Bug 10637 - When entering in a new employee into payroll and they are married the Mstcol comes in incorrectly for State

APPLICATION: PTM Vision/Accounting/Payroll  

PROBLEM SUMMARY:  When entering a new married employee into the Payroll system, the Mstcol is coming in incorrectly for State.

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

**If not using Visions Payroll System, no testing is required.

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision.

2. Select A. Accounting System.

3. Select P. Payroll System.

4. Select D. Maintain Employees.

5. Select Ok to exit the Select Employees popup.

6. Select F2. New.

7. Enter Employee information.

8. Enter M in the Marital Status column.

9. Select F10. taxes.

10. Scroll all the way to the right and locate the Mstcol.

    1. Verify the State Mstcol is numbered as 4.

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

• PTM Vision Payroll System

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=payroll