Bug 8449: Bug 8449 - Purchase Orders: Standard packaging items not being received into PO's correctly
Bug 9806: Bug 9806 - On a regular vehicle sale with a trade in the base cost on the trade is not populating which is throwing off the acquisition report
Bug 10687: Bug 10687 - Inven/Multi Store: When using multiple invens, the Qty to Order displays ALL existing PO's, no matter the Inventory the PO was created
Bug 10988: Bug 10988 - Issue with creating new PM Service
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DESCRIPTION:
Bug 8449 - Purchase Orders: Standard packaging items not being received into PO's correctly
APPLICATION: PTM Vision/Purchase Orders and Inventory
PROBLEM SUMMARY: When a Stock order for a Case lot part was created from Inventory, or directly from the Purchase ordering system, and the Cost was changed during receiving, the inventory was being added to Vision incorrectly.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Must have a part setup in Inventory that has a Standard Packaging/Case.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision
Select I. Inventory.
F10. Search.
Select a standard packaging Part to order.
Select Ctrl+ O to add a stock order to PO's.
Select P. Purchase Orders.
Select O to order the part.
Select R to receive the part.
Select F4. Edit and change the part Cost.
Select Okay to save the change.
Select F8 to process the PO.
Exit Purchase Orders.
Select I. Inventory.
Locate the part in Inventory.
Verify the Inventory has received the correct quantity into inventory based on the StdPkg/Caselot.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=case__standard_package_and_purchasing
DESCRIPTION:
Bug 9806 - On a regular vehicle sale with a trade in the base cost on the trade is not populating which is throwing off the acquisition report
APPLICATION: PTM Vision/Open Orders/Vehicle Sales
PROBLEM SUMMARY: On a regular vehicle sale with a trade-in, the base cost on the trade is not populating which is throwing off the acquisition report
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If not using the Vehicle sales module in PTM Vision, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open Orders.
Access the Vehicle Tab.
Select F2-New to create a new Vehicle sales order.
Select a customer.
Select F6. Options
Select M-Vehicle Sales.
Select F10. Search and select a vehicle with qty to sell.
Select No to dialog that is shown.
Enter in trade in information
Used Unit Stock #: UTS(######)
Trade in Cost: 500
Trade in amount: 500
Select F8. Process.
Print/Bill/Close the Invoice.
Select I. Inventory and go into the inventory item created for the UTS trade-in.
Select Ctrl/P- Pricing.
Verify the Base cost has been set.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
Vehicle Sales Module
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=vehicle_sales_selling
DESCRIPTION:
Bug 10687 - Inven/Multi Store: When using multiple invens, the Qty to Order displays ALL existing PO's, no matter the Inventory the PO was created
APPLICATION: PTM Vision/Purchase Orders (Multi-Inventory)
PROBLEM SUMMARY: When using multiple inventories, the Qty to Order displays ALL existing Purchase orders, no matter the Inventory the Purchase order was created for.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If not using Multi-Inventory, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select P. Purchase Order.
Select F2. New.
Select F10. Search.
Add a part to the PO that exists in a Warehouse inventory.
Select Ok to add to Purchase orders.
Exit Purchase orders and access Inventory.
Open the part just ordered in Purchase orders.
Verify the Qty to order is shown correctly.
If the same part exists in the Main inventory, verify the Qty on order does not show the Purchase order for the Warehouse.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=inventory_branching_-_multi_inventory
DESCRIPTION:
Bug 10988 - Issue with creating new PM Service
APPLICATION: PTM Vision/Customer File
PROBLEM SUMMARY: An error was occurring when adding a new Unit to a Customer in Vision.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision
Select C. Customer File
Select Ctrl+U. Units
Select F12. PM Service
Select F2. New PM Service
Select Yes to Search Labor/Inventory.
Verify no error occurs
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=pm_service_setup