09/19/2018 - Release Version 2.1.1061 (HOTFIX)

DESCRIPTION:

Bug 11488: Core values incorrect on Invoices

APPLICATION:  PTM Vision/Open Orders

PROBLEM SUMMARY:  Core values incorrect on Invoices

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

** If Core subtotaling is not shown, call support

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

1. Access PTM Vision.

2. Select O. Open Orders.

3. Select F2. New.

   1. Order type does not matter.

4. Select F2. New.

5. Enter Customer account information.

6. In the Input field, enter a linepart that has a corresponding Core part.

   1. Verify the Core costing is correct

      1. If no Core return is present, Core subtotal should be $0.00.

      2. If Core return is present, Core subtotal should be a Negative value.

      3. If Core return is present, and a Purchase order has been processed to fulfill a Back order on the Invoice, the Core subtotal should be $0.00.

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

N/A

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

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

DESCRIPTION:

Bug 11496: When adding a back ordered Part with both a fee and an associated core group was added to an invoice, Vision would freeze when moving the parts/labor to a new invoice

APPLICATION:  PTM Vision/Open Orders 

PROBLEM SUMMARY:  When adding a backordered Part that was part of a Core group, had a Fee associated, and also a Core return, Vision would freeze when moving the parts, etc to a new invoice

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

**If Core grouping is not utilized, no testing is required.

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

1. Access PTM Vision.

2. Select O. Open orders.

3. Select F2. New Order.

   1. Order type does not matter.

4. Enter Customer account information.

5. In the Input field, enter a part that is tied to a Core group and also has a Fee.

   1. Core grouping is a feature in Vision that was used prior to the introduction to the Fee system. Some users may still utilize Core grouping. Core grouping is no longer needed. Please contact support for further information.

6. Back order the part by selecting the part in the list, and entering 1 in the Bo field.

   1. Note: If the part was already out of stock, this step may not be needed.

7. When the Core return dialog box is shown, enter 1 in the Qty field.

8. Select Alt F7;  or from the Toolbar menu, select Options/Printing/Print Bill/Close in order to close the order.

9. Select Ok to the caution warning.

10. Select Yes to the dialog that states "Are you sure you want to Print and bill this order?"

    1. Verify that the Payment selection dialog is shown and the order is completed as expected.

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

• http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_1_a_fee_templates