01/31/2019 - Release Version 2.1.1079 (HOTFIX)

Development Production

Apr 30, 2019

672

Summary release notes for 2.1.1079

released on 1/31/2019

Bug 12436: Bug 12436 - Purchase Orders: When adding a Part to a New or Existing Order from Purchase orders, we are not picking up the correct taxation for the part

Bug 12711: Bug 12711 - Purchase Orders: When you create a nonstock item on an order from PO's, it does not use the correct cost for calculating pricing

Detailed release notes for 2.1.1079

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DESCRIPTION:

Bug 12436 - Purchase Orders: When adding a Part to a New or Existing Order from Purchase orders, we are not picking up the correct taxation for the part

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY: When adding a Part to a New or Existing Order from Purchase orders, we are not picking up the correct taxation for the part

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

N/A

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

**Verifying no Tax is applied to the Order**

Access PTM Vision
Select P. Purchase orders
Select F2. New to create a new Purchase order
Select F10. Search and select a part that is set to Nontaxable and add it to the PO
Select a valid Vendor code
Select the Refer dropdown
Select A. Sales order
Select F2. New to create a new Sales order
Select F5. Cust and select a Customer set to be Taxable
Select Ok to save the PO
Select Yes to add the part to the order
Select O. Order
Select R to enter Receiving mode
Select F8 process the PO
Exit Purchase orders
Select O. Open orders
Locate the newly created order and open it
1. Verify that the Tax flag on the Part is set to N and no Tax has been applied to the order

**Verifying Tax is applied to the Order**

Access PTM Vision
Select P. Purchase orders
Select F2. New to create a new Purchase order
Select F10. Search and select a part that is set to Taxable and add it to the PO
Select a valid Vendor code
Select the Refer dropdown
Select A. Sales order
Select F2. New to create a new Sales order
Select F5. Cust and select a Customer set to be Taxable
Select Ok to save the PO
Select Yes to add the part to the order
Select O. Order
Select R to enter Receiving mode
Select F8 process the PO
Exit Purchase orders
Select O. Open orders
Locate the newly created order and open it
1. Verify that the Tax flag on the Part is set to Y and Tax has been properly applied to the order

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

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DESCRIPTION:

Bug 12711 - Purchase Orders: When you create a nonstock item on an order from PO's, it does not use the correct cost for calculating pricing

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY: When you create a Non-Inventoried item on an order from Purchase orders, it does not use the correct cost for calculating pricing

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

N/A

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

Access PTM Vision
Select P. Purchase orders
Select F2. New to create a new purchase order
In the Part# field, enter a Non-inventory part number
1. Non-inventoried parts do not currently exist in Inventory
Enter a valid Vendor code
Select the Refer field dropdown and select A. Sales order
Select F2. New
Select F5. Customer
Search for a Customer set to Wholesale pricing
Select Ok to create the order
Select Ok to add the Order# to the Purchase order
Select Ok to create the Purchase order
Select Yes to the dialog message that states “Would you like to add to Order#XXXX?”
Select O. to Order the part
Select R to enter Receiving mode
Select F8 to process the Purchase order
Exit Purchase orders
Select O. Open orders
Select the Sales order tab
Locate the order created from Purchase orders
Open the order
1. Verify the pricing of the order reflects the Wholesale cost of the part added

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

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