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08/31/2018 - Release version 2.1.1057

Summary release notes for 2.1.1057

released on 8/31/2018

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Bug 9680: Not prompting for dirty cores on production invoice

Bug 9867: Error message being dumped to Inbox folders are visible to users

Bug 10756: Inventory/Purchase Orders: When a PO was created for an Inven item that dropped below its Min qty, and an order is placed prior to the Purchase order being fulfilled, we are creating an additional backorder

Bug 11050: Open Orders/Cores: When using Ctrl+H to return a Core on an invoice, we are receiving a prompt that we should not be seeing

Bug 11058: Purchase Orders: When adding an item to an Invoice via a Purchase order, costs are not carrying over

Detailed release notes for 2.1.1057

 _______________________________________________________________

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DESCRIPTION:

Not prompting for dirty cores on production invoice

APPLICATION:   

PTM Vision

PROBLEM SUMMARY: 

When a part with a core is ordered through inventory to Purchase orders, then added to an inhouse production order, we are not correctly prompting for the dirty cores when the invoice is being closed.

 

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

N/A

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

1. Open Vision 
2.  Click on the Inventory Button 
3. Click on the Search (F10) button 
4.  In the Search screen search for part 
5.  With the part highlighted click on the Order Button
6. In the enter QTY to Order Stock input 1
7. Leave supplier as PROD
8. Click OK 
9.  Click on the Exit (ESC) Button
Should be on the inventory screen  
10. Click on the Exit (ESC) button 
11. Click on the Purchase Orders Button 
12. High light the part you just ordered  
13. Click on the Ordr button 
14. Click yes on the Create InHouse production Order 
15.  Click OK on the Written By pop up
16.  Click OK on the Department pop up
17.  Click the OK button
18. Click the OK button on the In house screen 
19.  Click on the Open Orders Button
20.  Click on the In House Tab
21.  Double Click on the order you created
22.  Click in the input box and hit F10
23.  Cancel on the Search screen
24. Look for a part that has a Q-Insk and add it to the order by double clicking on it 
25.  Click on the Print (F7) Button
26.  Click on A then A 
27. Click on Yes on the Print and Bill pop up 
28.  On the Production Run pop up make sure that there is a 1 in the box and hit OK
29.  On the Update purchase order pop up click on yes
Should get a Dirty Core pop up 
30. Click OK on the Dirty Core pop up 
31. Click OK on the Options pop up 
 

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

Production Module
 

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

N/A
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DESCRIPTION:

Error message being dumped to Inbox folders are visible to users

APPLICATION:   

PTM Vision / Plusscommerce

PROBLEM SUMMARY: 

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

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

Please contact support if you need additional information regarding this item.
 

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


 

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

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DESCRIPTION:

Inventory/Purchase Orders: When a PO was created for an Inven item that dropped below its Min qty, and an order is placed prior to the Purchase order being fulfilled, we are creating an additional backorder

APPLICATION:   

PTM Vision

PROBLEM SUMMARY: 

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

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

1. Open Vision 
2. Create A Part 
3. Enter in a Description 
4.  In the Minimum field input a minimum
5. In the Maximum field input a maximum
6. In the Qty field input qty 
7.  In the Pop drop down select B
8.  In the Costs field input 100
9.  On the Maintain Current Margins select yes
10.  In the V/C click the drop down
11. In the Vendor pop up double click on a vendor 
12.  Hit the Edit (F4) button to close out of edit mode
13.  Hit the ESC button
14.  Click on the open orders button
15.  Select the New (F2) button
16.  Input a customer
17.  Click in the input box
18. Hit F10 
19. Search for the part you created 
20. Double click on the part you created 
21.  Click the Print (F7) button
22.  Click on the A option
23. Click on the A option 
24. Click yes on the Print and Bill pop up 
25.  Click the Paid By Cash in the billing options pop up
26.  Hit OK on the Received pop up
27.  Hit OK on the Customer Received Cash pop up
28.  Click on the Purchase Order button
29.  Highlight the PO record
30. Click on the Ordr button
31. Click yes on the start po pop up 
32.  Repeat Steps 14 THRU 27 to create another sales order
33.  Click on the Purchase Order Button 
 You should only see the one stock purchase order with updated order qty

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

Inventory / Purchase orders
 

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

N/A

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DESCRIPTION:

Open Orders/Cores: When using Ctrl+H to return a Core on an invoice, we are receiving a prompt that we should not be seeing

APPLICATION:   

PTM Vision

PROBLEM SUMMARY: 

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

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

1. Open Vision 
2. Go Open Orders
3. Click the New(F2) Button 
4. Add Customer to the Order
5.  Click in the Input box and type in "TestPartA" (this would be a non stock part)
6. Click enter 
7. hit the X key to enter in a non stock part 
8. Fill in a Description 
9. So in the Cost field input a price (10.00) 
10. In the Core field enter a price (5.00) 
11.  In the BO Qty field input 1
12.  In the pop up click on the Supplier drop down
13. in the  pop up double click on a supplier name
14. then click OK 
15.  Select No on the Drop Ship Message box
16.  Click the OK button
17.  In the Core Quantity pop up input 0
18. Click OK
19.  Click on the Core line so it is highlighted
20. Press CTRL H 
21. Select Yes on the Limit popup 
22.  Do not change anything on here and Click OK on the Part History pop up
23. High light the Core part line  
24. Press the Return (F11) button 
25.  Should get the Non Stocking Item Pop Up
Should not see X-ESC-Exit option. 

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


 

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

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

Purchase Orders: When adding an item to an Invoice via a Purchase order, costs are not carrying over

APPLICATION:   

PTM Vision

PROBLEM SUMMARY: 

Purchase Orders: When adding an item to an Invoice via a Purchase order, costs are not carrying over

 

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

 

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

 
1. Open up Vission 
2. Click on the Purchase Orders Menu option (Shift F4) 
3.  Click on the New button ( F2)
4. In the line part number field Hit F10
5.  Close the Searching Inventory pop up box
6.  Select a part to back order (double click on the part)
7. Select the Refer Drop Down 
8. Select A Sales Order 
9.  Select New (F2) on the Select Order Screen
10.  Hit OK on the Written By pop up
11. Select a Customer (double click on a customer) 
12. On the Ship To Information Pop up hit the Search button(F10) 
13.  Select the OK button after the Customer Ship to information fills out.
14. Make sure your order is highlighted on the Select Order screen and then hit the Done button
15.  Hit the OK button on the Purchase Order Information screen
16.  Hit the YES button on the New Item pop up
17. Make note of the Reference number in the Purchase Order
18. Click on the OK button 
19.  Click on the Open Orders button
20. Look for your reference number in the Ordermo field and double click on the order 
21.  The order should come up
You should see the price of the item in the price column of the order 

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

Purchase orders
 

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_4_purchase_orders

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