APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When backordering a stdpkg part, the PO isn't being created correctly and isn't processed correctly

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

**For testing purposes, create an item in Inventory with the following setup:

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Create an item called TESTSTDPKG

5. In the Qty field, enter 12

6. In the Minimum field, enter 2 and in the Maximum field enter 24

7. In the StdPkg field, enter 12; In the Case field, enter 1

8. In the Supplier field, enter a valid Supplier

9. In the Pop field, enter B

10. Enter a Cost

11. Select F4. Edit to save the item

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

1. Access PTM Vision

2. Select O. Open orders

3. Select F2. New

4. Enter Customer account information

5. In the Input field, enter the Inventory part created in the Setup Instructions

6. Adjust the Qty to 0 and the BO Qty to 17

7. Select No to the dialog message "This dropship item is referenced to an open order XXXX. Receive to this order?

8. Select F11. PO

9. Line up on the Purchase order created from the invoice

   1. Verify the quantity ordered correctly reflects the proper cases and not the quantity within the case

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When using Standard Package/Case, the Low Quantity report in Purchase Orders is not suggesting the amount of cases correctly

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

**For testing purposes, create an item in Inventory with the following setup:

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Create an item called CASEITEM

5. In the Qty field, enter 1

6. In the Minimum field, enter 2 and in the Maximum field enter 0

7. In the StdPkg field, enter 6; In the Case field, enter 3

8. In the Supplier field, enter a valid Supplier

9. In the Pop field, enter B

10. Enter a Cost

11. Select F4. Edit to save the item

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F9. Low Qty Report

4. Enter the Supplier used on the setup inventory item

5. Enter the Line code used on the setup inventory item

6. Select Ok to continue

7. Select X. Current Inventory

8. Locate the TESTCASEQTY part in the report

   1. Verify the correct amount of cases has been suggested to order

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When using the Low Quantity report in purchase orders, it is ignoring Standard Package field when ordering measured items

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

**For testing purposes, create an item in Inventory with the following setup:

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Create an item called TESTMEASURE

5. In the Qty field, enter .5

6. In the Measure field, enter 50 and in the UOM field enter FT

7. In the Minimum field, enter 1 and in the Maximum field enter 3

8. In the Supplier field, enter a valid Supplier

9. In the Pop field, enter B

10. Enter a Cost

11. Select F4. Edit to save the item

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F9. Low Qty Report

4. Enter the Supplier used on the setup inventory item

5. Enter the Line code used on the setup inventory item

6. Select Ok to continue

7. Select X. Current Inventory

8. Locate the TESTMEASURE part in the report

   1. Verify a whole number has been ordered to fulfil the Maximum quantity needed

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When Ordering from the Low Qty report for a StdPkg item, we are populating the cost incorrectly on the PO

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

Item Setup for testing Purposes:

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New to create a new item

4. Insert the following details:

   1. - Create an item called CASECOSTS

   2. - In the Qty field, enter 1

   3. - In the Minimum field, enter 2

   4. - In the StdPkg field, enter 1 In the Case field, enter 5

   5. - In the Supplier field, enter a valid Supplier

   6. - In the Pop field, enter B

   7. - Enter a Cost of $20.00

5. Select F4. Edit to save the Item

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

1. Access PTM Vision

2. Select I. Inventory

3. Access item created in the setup steps

4. Select Ctrl+O. Order

5. Order suggested amount of 5

6. Exit Inventory

7. Access P. Purchase orders

8. Locate the newly created Purchase order

9. Select O. Order

10. Select Yes to create order

11. Select R to enter Receiving mode

12. Select Yes to enter receiving mode

13. Select F4. Edit

14. Change the cost from $200 to $250

15. Select Ok to save the change

16. Select F8. Process

17. Select Yes to continue receiving the Purchase order

    1. Verify a prompt is shown and the cost reflects the Per item cost and not the Per case cost

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When accessing the Low Qty report from PO's and the Qty2Ord field is edited, we do not recalc the field if the report is left and then accessed again

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

**Must have Minimum Quantities setup on Inventory items for testing of this fix

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F9. Low Qty Report

4. Delete the Supplier and enter a line code that would trigger a Purchase order

5. Select Ok to populate the report

6. Select X. Current Inventory

7. Line up on an Inventory part and change the value in the Qty2Ord field to a different value

8. Tab away from the field

9. Exit the report

10. Select F9. Low Qty Report

11. Delete the Supplier and enter a line code that would trigger a Purchase order

12. Select Ok to populate the report

13. Select X. Current Inventory

    1. Verify the value that was edited has returned to the original value

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  Ordering from Low Qty report is not populating the Alt Part number, if one is setup in Inventory for the item

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

**Must have an Inventory item setup with an Alternate supplier in order to test this fix

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F9. Low Qty Report

4. Clear all Popularity codes and select Ok to populate a list of Low quantity items

5. Locate and line up on the item in inventory that has an Alternate supplier

6. Select F8. Process

7. Exit the report and return to Purchase orders

8. Locate the newly created Purchase order

   1. Verify the Alt Supplier is listed on the Purchase order (Should be a column on the right side of the Purchase order grid)

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When Ordering from the Low Qty report for a StdPkg item, we are populating the cost incorrectly on the PO

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

Item Setup for testing Purposes:

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New to create a new item

4. Insert the following details:

   1. - Create an item called TESTSTDPKG

   2. - In the Qty field, enter 1

   3. - In the Minimum field, enter 2 and in the Maximum field enter 0

   4. - In the StdPkg field, enter 10; In the Case field, enter 5

   5. - In the Supplier field, enter a valid Supplier

   6. - In the Pop field, enter B

   7. - Enter a Cost

5. Select F4. Edit to save the Item

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F9. Low Qty Report

4. Enter the Supplier used on the Inventory setup item

5. Enter the Line code used on the Inventory setup item

6. Select Ok. to continue

7. Select X. Current Inventory

8. Locate the item in the list

9. Line up on the Item and select F8. Process

10. Exit the report

11. Select P. Purchase orders

12. Locate the newly created Purchase order

13. Select F4. edit

    1. Verify the pricing on the Purchase order correctly corresponds to the Per Case cost and not the Per Item cost

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

N/A

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

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