Bug 7816: Bug 7816 - Scheduler: Error occurring when attaching a Unit to a work order from the Scheduler
Bug 9694: Bug 9694: Purchase Orders/Open Orders - When a Non-inventory part is added to an invoice that is set to use a category assigned to a specific multi-store inventory, we are not adding the Multi-store inventory letter to the Invoice or the Purchase order
Bug 10703: Bug 10703 - Inventory: Class code being removed from COR part# when a cost change is made from Purchase Orders
Bug 10764: Bug 10764: Inventory/Interchanges list - When adding an interchange, and you exit before adding, we are adding a blank record; when deleting the blank record the interchanges window goes blank
Bug 10848: Bug 10848 - Scheduler: Parts being pulled out of inventory/happening on the OPENING of a new Work order from the scheduler
Bug 10865: Bug 10865 - Purchase Orders: Next/Back buttons not functioning
Bug 10866: Bug 10866 - Purchase Orders: Decimal places wrong on Cost field and Core field
_______________________________________________________________
DESCRIPTION:
Bug 7816 - Scheduler: Error occurring when attaching a Unit to a work order from the Scheduler
APPLICATION: PTM Vision/Scheduling
PROBLEM SUMMARY: Error occurring when attaching a Unit to a work order from the Scheduler.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If not using the Scheduler to create Work orders, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision.
Select S. Scheduling.
F2. New Appointment.
Select a Customer.
In the Notes field, enter a Note.
Note: Text in Desc does not matter.
Click into the Hrs field and add hours.
Press Enter to move to the Priority screen and enter 1.
Enter a Unit number.
Enter a Tech.
Select F2. New WO.
Click Yes to the dialog that states "Would you like to start a workorder for XXXX XXXXX?"
Click Yes to the dialog message that states "Would you like to Bill 8.00 hours?"
Note: Test select No from this point as it was also an issue.
Click Ok to the Written by Prompt.
Once the work order screen is shown, click in the Input field.
Verify no error occurs.
Verify no dialog is shown in regards to Pulling parts/Parts pulled.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
3,96: Warn user if open WO/SO exist for current unit.
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=scheduling
DESCRIPTION:
Bug 9694: Purchase Orders/Open Orders - When a Non-inventory part is added to an invoice that is set to use a category assigned to a specific multi-store inventory, we are not adding the Multi-store inventory letter to the Invoice or the Purchase order
APPLICATION: PTM Vision/Open Orders and Purchase Orders
PROBLEM SUMMARY: When a Non-inventory part is added to an invoice that is set to use a category assigned to a specific multi-store inventory, Vision is not adding the Multi-store inventory letter to the Invoice or the Purchase order.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
NOTE: If not using Multiple Inventories, no testing is required.
Important: Must have Category setup with
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open Orders.
Select Select the Work Orders tab.
Select F2. New.
Select the Category tied to a Multiple Inventory.
Enter in Customer information.
In the Input field, enter a Non-inventory part number and press the Enter key.
Once the Search box is shown, press the X key on the keyboard.
Enter in a Description.
Enter in a Cost.
Select the Ok button to add the part to the Invoice.
Select Yes to the back order dialog message.
Enter a valid Supplier and press the Ok button to continue.
Verify when you returned to the Invoice, the correct Multiple inventory letter is on the line.
Select F11. PO.
Locate the part that was just ordered.
Verify the correct Multiple inventory letter is on the Purchase order.
Select O to order.
Select R to receive.
Select F8 to process the Purchase order.
Return to the Invoice.
Select Alt+F7 to Print Bill and Close the Work order.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
2,11: Prompt for Category when starting Work Orders
2,30: Prompt for Category when starting Sales Orders
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 10703 - Inventory: Class code being removed from COR part# when a cost change is made from Purchase Orders
APPLICATION: PTM Vision/Inventory and Purchase Orders
PROBLEM SUMMARY: Class code margins being removed from COR part# when a cost change is made from Purchase Orders
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Must have a Core part created that uses Margins and/or a Class Code with specific margins.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision
O. Open Orders.
Select the Work Orders tab.
F2. New Order.
Select the Category tied to a Multiple Inventory.
Enter in Customer information.
In the Input field, enter a Non-inventory part number and press the Enter key.
Once the Search box is shown, press the X key on the keyboard.
Enter in a Description.
Enter in a Cost.
Select the Ok button to add the part to the Invoice.
Select Yes to the back order dialog message.
Enter a valid Supplier and press the Ok button to continue.- Verify when you returned to the Invoice, the correct Multiple inventory letter is on the line.
Select F11 PO.
Locate the part that was just ordered.- Verify the correct Multiple inventory letter is on the Purchase order.
O to order the part.
R to receive the part.
F8 to process the PO.
Return to the Invoice.
Select Alt+F7 to Print Bill and Close the Work order.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=Class_Codes_and_Kits
DESCRIPTION:
Bug 10764: Inventory/Interchanges list - When adding an interchange, and you exit before adding, we are adding a blank record; when deleting the blank record the interchanges window goes blank
APPLICATION: PTM Vision/Inventory/Interchanges List
PROBLEM SUMMARY: When adding an interchange, and you exit before adding, we are adding a blank record; when deleting the blank record the interchanges window goes blank.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Test Scenario #1:
Access PTM Vision.
Select I. Inventory.
Select F11. Interchange.
Select F2. New.
Select the Escape key on the keyboard.
Verify a blank record has not been inserted in the Interchanges loop.
Test Scenario #2:
Access PTM Vision.
Select I. Inventory.
Select F11. Interchange.
Select F2. New.
Select F10. Search.
Select the Escape key on the keyboard twice.
Verify a blank record has not been inserted in the Interchanges loop.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=inventory_interchange
DESCRIPTION:
Bug 10848 - Scheduler: Parts being pulled out of inventory/happening on the OPENING of a new Work order from the scheduler
APPLICATION: PTM Vision/Scheduling
PROBLEM SUMMARY: When a Work order was being created from the Scheduler, parts were being pulled from inventory incorrectly due to a misalignment.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If not using the Scheduler to create Work orders, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision.
Select S. Scheduling.
Click on a block of time for a Tech.
F2. New Appointment.
Select a Customer.
In the Notes field, enter a Note.
Note: Text in Desc does not matter.
Click into the Hrs field and add hours.
Press Enter to move to the Priority screen.
Enter 1.
Select F2. New WO.
Click Yes to the dialog that states "Would you like to start a workorder for XXXX XXXXX?"
Click Yes to the dialog message that states "Would you like to Bill 8.00 hours?"
Note: Test select No from this point as it was also an issue.
Click Ok to the Written by Prompt.
Once the work order screen is shown, click in the Input field.
Verify no error occurs.
Verify no dialog is shown in regards to Pulling parts/Parts pulled.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=scheduling
DESCRIPTION:
Bug 10865 - Purchase Orders: Next/Back buttons not functioning
APPLICATION: PTM Vision/Purchase Order
PROBLEM SUMMARY: Next/Back buttons not functioning on the Edit window of a Purchase Order.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision.
Select P. Purchase Orders.
Select F4. Edit.
Click the Next/Back button.
Verify the Next/Back work properly.
Verify if the End of the record list is reached (Blank PO record), Next/Back will still work to return to PO's with text and are not blank.
<<------------*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 10866 - Purchase Orders: Decimal places wrong on Cost field and Core field
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: Decimal places wrong on Cost field and Core field
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Access P. Purchase Order.
Select F2. New to create a new Purchase order.
Verify the Core field has 2 decimal places.
Verify the Cost field has 4 decimal places.
<<------------*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