DESCRIPTION: 

Bug 5892 - Open Orders: Haz fee/Battery Fee and Core Grouping not functioning correctly

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Haz fee/Battery Fee and Core Grouping not functioning correctly.

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

**NOTE: An all new Fee System has been introduced in PTM Vision and that is no longer using the Memo and Core fields to control the Fees added to Invoices and Purchase orders; Please refer to the Fee system documentation and release notes for more information.

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F2. New.

4. Create a new Inventory item.

5. In the Application field, list a COR part.

6. In the Core cost field on the part, enter a Core charge cost.

7. Select the Fees button.

8. Select F2. New.

9. Select Yes to use a template.

10. Select any Fee type.

11. Add a Fee cost and select Ok to save the Fee to the part.

12. Select F4. Edit to save the new part.

13. Access O. Open orders.

14. Select F2. New.

15. Enter Customer information.

16. In the Input field, enter the Part# just added to Inventory.

    1. Verify the part, fee, and COR part are added to the invoice.

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

N/A

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

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

DESCRIPTION: 

Bug 6101 - Battery fee not functioning correctly when memo is applied to an item with a Core charge

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Battery fee not functioning correctly when memo is applied to an item with a Core charge.

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

**NOTE: An all new Fee System has been introduced in PTM Vision and that is no longer using the Memo and Core fields to control the Fees added to Invoices and Purchase orders; Please refer to the Fee system documentation and release notes for more information.

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F2. New.

4. Create a new Inventory item.

5. In the Application field, list a COR part.

6. In the Core cost field on the part, enter a Core charge cost.

7. Select the Fees button.

8. Select F2. New.

9. Select Yes to use a template.

10. Select any Fee type.

11. Add a Fee cost and select Ok to save the Fee to the part.

12. Select F4. Edit to save the new part.

13. Access O. Open orders.

14. Select F2. New.

15. Enter Customer information.

16. In the Input field, enter the Part# just added to Inventory.

    1. Verify the part, fee, and COR part are added to the invoice.

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

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

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

DESCRIPTION: 

Bug 8094 - If vendor is changed on parent part, core return ends up with the wrong or blank vendor

APPLICATION: PTM Vision/Inventory and Purchase Orders

PROBLEM SUMMARY:  If a Vendor was changed on a Purchase order that contained a part with a core, the Core return was not being created with the correct Vendor.

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

N/A

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

1. Access PTM Vision.

2. Select I. Inventory.

3. F10. Search and locate a Part with a Core, that has 0 in stk qty.

4. Select Ctrl+O to order the part.

5. Enter 10 for the Order Qty.

6. Enter a valid Vendor if one is not present.

7. Select Ok to create the Purchase order.

8. Select P. Purchase Orders.

9. Line up on the part that was just ordered.

10. Select O to order the part.

11. Select R to receive the part.

12. Select F4. Edit on the Purchase order and change the Vendor.

13. Select R to enter receiving mode again.

14. Select F8 to process the Purchase order.

15. Select Yes to the dialog message that states "CORXXXXXXX qty of XX for XXX.XX Press (Y) to create return core in purchase orders"

    1. Verify when returned to Purchase orders list, a Core return has been created.

    2. Verify the correct qty is shown on the Purchase order.

    3. Verify the same Vendor is shown on the return that was on the initial PO.

<<------------*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 8185 - Open Orders/Purchase Orders: When adding a part to an Invoice from a PO, and the part has a core, we do not create the Core return in PO's once the parent part has been received

APPLICATION: PTM Vision/Open Orders/Purchase Orders

PROBLEM SUMMARY:  When adding a part to an Invoice from a PO, and the part has a core, we do not create the Core return in PO's once the parent part has been received

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

N/A

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

1. Access PTM Vision.

2. Select O. Open orders.

3. Select the Sales order tab.

4. Select F2. New.

5. Enter Customer account information.

6. Exit the invoice and access Purchase Orders.

7. Select F2. New to create a new Purchase order.

8. Select F10. Search and enter a Stocking part with a core charge to the PO.

9. In the Refer field, select A. Sales order and select the Invoice that was created in step 4.

10. Order, Receive, and Process the PO.

    1. Verify a Core return is created after the Purchase order has completed processing.

<<------------*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 8187- Open Orders: When returning a Part with a Core on an invoice, we are adding the return line to the invoice twice

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When returning a Part with a Core on an invoice, we are adding the return line to the invoice twice.

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

N/A

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

1. Access PTM Vision.

2. Select O. Open orders.

3. Select the Sales order tab.

4. Select F2. New.

5. Add a  customer to the order.

6. Add a part with a core to the invoice.

7. Return 1 core.

8. Print bill and close the order.

9. Return to the Open orders window.

10. Select F2. New.

11. Create the order for the same customer.

12. Select Ctrl+H.

13. Enter in the part from the previous order.

14. Locate it in the list and line up on the part#

15. Select F11 Return.

    1. When returned to the invoice, verify a Core charge is shown (Negative value) and a Dirty Core return is shown (Positive value).

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders

DESCRIPTION: 

Bug 8193 - Inventory/Purchase Orders: When a part is added to a PO that does not have a set Default Supplier in the Inventory file, and a Vendor is added to the PO, when you F4 Edit the PO again, the Vendor is being removed

APPLICATION: PTM Vision/Inventory and Purchase Orders

PROBLEM SUMMARY:  When a part is added to a PO that does not have a set Default Supplier in the Inventory file, and a Vendor is added to the PO, when you F4 Edit the PO again, the Vendor is being removed.

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

N/A

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F2. New.

4. Create a Part, but DO NOT add a Default Vendor.

5. Select O. Order, and add some qty to order.

6. Access Purchase orders and line up on the part just ordered from Inventory.

7. F4. Edit and add a Supplier to the Purchase Order.

8. Exit the PO.

9. F4. Edit on the same PO and tab away from the Line/Part# field.

   1. Verify that the Supplier has not been removed when the Purchase order is edited again.

<<------------*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 8258 - Open orders/Purchase Orders: Core grouping not creating core return when invoice is closed

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Core grouping not creating core return when invoice is closed.

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

**Must have a part with a Core part listed in the Application field in Inventory in order for this test to be successful; if not using Core grouping, no testing is required.

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F2. New.

4. Create a new Inventory item.

5. In the Application field, list a COR part.

6. In the Core cost field on the part, enter a Core charge cost.

7. Select F4. Edit to save the new part.

8. Access O. Open orders.

9. Select F2. New.

10. Enter Customer information.

11. In the Input field, enter the Part# just added to Inventory.

    1. Verify both the part and COR part are added to the invoice.

12. Enter 1 for the number of Cores returned.

13. Print bill and Close the Sales order.

14. Access Purchase orders.

    1. Verify a Return Purchase Order was created for the Core part on the closed invoice.

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

N/A

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

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

DESCRIPTION: 

Aurora : Integration with new web service for getting user/account capabilities.

No Release Notes

DESCRIPTION: 

Bug 9424 - Purchase Orders: When editing a PO and the Reference is changed to a New/Existing order, we do not get any prompts (Cores, Fees, etc.) when the PO is saved

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When editing a PO and the Reference is changed to a New/Existing order, we do not get any prompts (Cores, Fees, etc.) when the PO is saved.

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

N/A

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

1. Access PTM Vision.

2. Select P. Purchase orders.

3. Add a Stocking part with a core and/or Fee to the Purchase order

   1. Verify the Refer field is set to Stock.

4. Select Ok to create the PO.

5. F4. Edit on the PO and change the Refer field to a Sales order that is currently open.

   1. Verify a prompt for number of Core returns is shown.

<<------------*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 9466 - Purchase Orders: When feature 10,27 is off, and a new PO with a core is added and then the reference is changed to an Invoice, we are not prompting for core returns

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When feature 10,27 is off, and a new PO with a core is added and then the reference is changed to an Invoice, we are not prompting for core returns.

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

**NOTE: If not using feature 10,27, no testing is required.

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

1. Access PTM Vision.

2. Select P. Purchase orders.

3. Select F2. New to create a new Purchase order.

4. Select F10. Search and enter a stocking part with a core.

5. Change the Refer field to an Existing order or create a New order.

6. Select Ok to create the PO.

   1. Verify a prompt is shown for number of customer core returns.

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

10, 27 (OFF) - Always Show Core Returns On Order.

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

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

DESCRIPTION: 

Bug 9756 - Purchase Orders: When adding a part to a purchase order that is from a Store inventory, we are not correctly setting the reference

APPLICATION: PTM Vision/Purchase Orders (Multi-Inventory)

PROBLEM SUMMARY:  When editing a PO and the Reference is changed to a New/Existing order, we do not get any prompts (Cores, Fees, etc.) when the PO is saved.

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

**Note: If not using Store/Warehouse Inventory in Vision, no testing is required.

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

1. Access PTM Vision.

2. Select P. Purchase orders.

3. Select F2. New to create a new Purchase order.

4. Select F10. Search and locate a part from a Store Inventory.

5. Add the part to the Purchase order.

   1. Verify the Refer field is set to the correct store letter.

      1. i.e STOCKA

<<------------*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