APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  Costs of items that go to the ten-thousandth (0.0001) are not being rounded up correctly on PO receiving form

 

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select F2. New

4. Enter a Non-Inventory part number, Description and a Qty of 1

   1. A non-inventory part number means the part cannot already exist in the Inventory file

5. In the Cost field, enter a value of $100.7955

6. Select Okay to create the Purchase order

   1. Take note that the Cost is $100.80 (rounded from the $100.7955 cost on the PO)

7. Select O. to Order to PO and generate the PO number

8. Select F7. Print

9. Select A. Print Current PO #XXXX

10. Select Ok to the Print PO options popup

    1. Verify the Cost value on the PO is set to the rounded vaue of $100.80

 

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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Customer History popup not behaving correctly is the Search box if escaped

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Sales order tab

4. Select F2. New

5. Enter in Customer account information

6. Select Ctrl+H to access Customer Order History

7. Select Yes to the dialog message ‘Limit history to this customer only?”

8. Select the Search field dropdown

9. Once the Search box is shown, select the Esc key on the keyboard twice to leave the Search box and return to the Customer History search

10. Click Ok on the Customer History search box

    1. Verify the Customer History window is shown and is not filtered down by any item

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_5_customer_sales_history

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Incorrect spelling of word Warranty

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Work orders tab

4. Select F2. New

5. Enter in Customer account information

6. Once in the Input field, select F6. Options

7. In the list, locate W. Warranty Co Pay

   1. Verify the word “Warranty” is spelled correctly

 

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

N/A

 

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

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

 

 

APPLICATION: PTM Vision/Mobile Inventory 

 

PROBLEM SUMMARY:  Mobile: Mobile button green and error received upon opening of Vision

 

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

***Must have the Mobile Inventory Module for testing purposes; no changes to core functionality have been made

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

1. Access PTM Vision

2. On the Vision Communications bar, locate the Mobile Invoices button

3. Select the Mobile Invoices button

   1. Verify no errors occur and a dialog message is shown that states “No Invoices to Process”

 

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

• Mobile Inventory Application: Please contact Pluss Sales Department for more information

 

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

https://plusscorp.happyfox.com/kb/article/308-02132019-release-version-211081

 

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:   When changing the Refer field to an Order#, the Refer field does not remove order# if you answer No to add the part to an order

 

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Add a Linepart to the Purchase order

5. Select the Refer field dropdown and select A. Sales Order

6. Line up on a sales order and select Ok

   1. If no Sales orders are open, select F2. New and create a new Sales order

7. Select Ok to create the Purchase Order

8. Select NO to the prompt that is shown that states "Would you like to add to order XXXX?"

   1. Verify the Refer field is changed back to STOCK and the part is not added to the selected Sales 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

 

APPLICATION: PTM Vision/Services/Features

 

PROBLEM SUMMARY:  Mobile feature duplicated in Vision feature menu

 

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

***If not using Pluss Mobile Inventory, No testing is required.

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

1. Access PTM Vision

2. Select Services/Features from the Vision Tools Menus

3. Select Yes to the dialog message that states “Loading system setup will close all open windows. Are you sure you would like to continue?”

4. In the Search field, enter the text ‘Android’

   1. Verify that there is only one feature list to enable the Android Mobile Inventory Application

 

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

• 5,75: Enable Android Mobile Inventory Application

 

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

https://plusscorp.happyfox.com/kb/article/308-02132019-release-version-211081

 

APPLICATION: PTM Vision/Open Orders and Purchase Orders

 

PROBLEM SUMMARY:  When in Receiving mode, and a PO is edited to a Qty of 2 from a Qty of 1, we are asked to Split the order, and we end up with a Purchase order with a Qty of (-1) and another Purchase Order with a Qty of 2

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the Non-inventory part

8. Enter in a Desc, Qty and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. In the Input field, enter a stocking part number with quantity in stock

13. Line up on the non-inventory part and select F5. Delete

14. Select Yes to the dialog that states "Are you sure you want to delete XXXXXXXX from this order?"

15. Select NO to the dialog that states "An order for XXXXXX was created. Remove this back order?"

16. Exit the Open order

17. Select P. Purchase orders

18. Locate the Purchase order that was for the part deleted from the order

19. F4. Edit and change the Refer field to STOCK

20. Select Ok to save

21. Select O to order

22. Select R to enter receiving mode

23. Select F4. Edit and change the Quantity from 1 to 2

24. Select Ok to save the change

    1. Verify no dialog is shown to split the order since this PO is no longer tied to an order

25. Select F8. Process the Purchase order

26. Return to the Open order

    1. Verify the part has NOT been added back onto 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=receiving_partial_orders

 

APPLICATION: PTM Vision/Open orders/Purchase orders

 

PROBLEM SUMMARY:  When saying No to split the order, Vision was not updating the Qty on the Work Order

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, a Qty of 10 and a Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Select O to order

14. Select R to enter Receiving mode

15. Select F4. Edit and change the Purchase order quantity from 10 to 5

16. Select Ok to save the edits to the Purchase order

17. When asked to Split the order select [NO]

18. Select [YES] to the dialog message that states "You are decreasing the qty of a backordered item from XX to XX. Do you also want to decrease the qty backordered on order XXXX? Saying NO aborts the Qty change”

19. Exit Purchase orders and return to the open order

    1. Verify the Qty has been decreased appropriatly

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Open orders and Purchase orders

 

PROBLEM SUMMARY:  When a back ordered part is removed from the order, but the back ordered PO is not removed, we need to update the Refer field to STOCK

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter in Customer account information

6. In the Input field, enter a non-inventory part number

7. Select X when the Search window is opened in order to add the part

8. Enter in a Desc, Qty, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message that states “You are selling a non-stocking part, do you want to backorder this item now?”

11. Enter in a valid Supplier and select Ok

12. Select No to the dropship dialog, if applicable

13. Line up on the part and select F5. Delete

14. Select Yes to the dialog message that states “Are you sure you want to delete XXXXX from this order?:

15. Select NO to the dialog that states “An order for XXXXXX was created. Remove this back order?”

16. Exit Open orders

17. Select P. Purchase orders

18. Find the Purchase order created for the order

    1. Verify the Reference says STOCK and is no longer tied to the original order

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  When Yes is selected to Split an order, and the Quantity is changed twice while still in Receiving Mode, the first Qty is held, causing the split order qty's to be incorrect

 

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New to create a new Purchase Order

4. Enter a Non-Inventory part number, Part Description, a Qty of 10, and a Cost

5. Enter a GL and Vendor

6. Set the Refer field to STOCK, if not already

7. Select Ok to create the Purchase order

8. Select O to Order

9. Select R to enter Receiving mode

10. Select F4. Edit and change the Qty to 51 and tab away from the field

11. Enter the Qty field and change the Qty to 5 and tab away from the field

12. Select Ok to save to change

13. Select YES to the dialog message that states “Would you like to split the order?”

    1. Verify two Purchase orders are shown and the Quantities on each are 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=receiving_partial_orders

 

APPLICATION: PTM Vision/Purchase orders

 

PROBLEM SUMMARY:  Split order and QTY changes in Purchase orders

 

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

N/A

<<--------------------------------*HOW TO VERIFY CHANGES*---------------------------------->>

Open Orders Tests - Edit Quantity from Purchase Order

 

**Splitting a Purchase Order - Referenced to Open Order (Qty Increase/Split)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select F4. Edit and change the Purchase order quantity from 10 to 20

15. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

16. Select NO to the dialog

    1. Verify the a second Purchase order is created with a reference of STOCK for the appropriate quantity increased

17. Select O to Order

18. Select R to Receive

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the Quantity on the order has not been increased

 

**Splitting a Purchase Order - Referenced to Open Order (Qty Increase/Qty Increase on Order)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select F4. Edit and change the Purchase order quantity from 10 to 20

15. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

16. Select YES to the dialog

    1. Verify the Quantity of the Purchase order is increased appropriately

17. Select O to Order

18. Select R to Receive

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the Quantity on the order has been increased appropriately

 

**Splitting a Purchase Order - Referenced to Open Order (Qty Increase/Cancel Increase)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select F4. Edit and change the Purchase order quantity from 10 to 20

15. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

16. Select CANCEL to the dialog

    1. Verify the Quantity of the Purchase order is returned to the original value

17. Select O to Order

18. Select R to Receive

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the Quantity has not been altered

 

**Splitting a Purchase Order - Referenced to Open Order (Qty Decrease/Update Order)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 20, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select F4. Edit and change the Purchase order quantity from 20 to 10

15. Select Ok to save the change

Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to decrease the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Abort

16. Select YES to the dialog

    1. Verify the quantity decrease is shown correctly on the Purchase order

17. Select O to Order

18. Select R to Receive

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the quantity decrease is shown correctly on the Open order

 

**Splitting a Purchase Order - Referenced to Open Order (Qty Decrease/Do Not Update Order)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 20, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select F4. Edit and change the Purchase order quantity from 20 to 10

15. Select Ok to save the change

Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to decrease the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Abort

16. Select NO to the dialog

    1. Verify the quantity is returned to the original value

17. Select O to Order

18. Select R to Receive

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the quantity has not been changed from its original value

 

Open Orders Tests - Edit Quantity from Purchase Order Receiving Mode

 

**Referenced to Open Order (Qty Increase/Update Qty on Order)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 10 to 20

17. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

18. Select YES to the dialog

    1. Verify the qty is updated correctly on the Purchase order

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the Quantity on the order has been increased correctly

 

**Referenced to Open Order (Qty Increase/Create STOCK PO)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 10 to 20

17. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

18. Select NO to the dialog

    1. Verify a second Purchase order referenced to STOCK is created for the quantity increase and the original Purchase order quantity is not altered

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify the quantity of the part on the Open order has not been altered

**Referenced to Open Order (Qty Increase/Cancel Increase)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 10, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 10 to 20

17. Select Ok to save the change

    1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order XXX

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

18. Select CANCEL to the dialog

    1. rify no changes have been made to the Purchase order

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify no changes have been made to the quantity of the line item on the order

 

**Referenced to Open Order (Qty Decrease/Split/Update Order)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 20, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 20 to 10

17. Select Ok to save the change

    1. Verify a dialog message is shown that states the following "Would you like to create a record for the split order?"

18. Select YES to the Split order dialog

    1. Verify a second Purchase order is created for the correct quantity decrease, with a reference to the order, but not yet Received

19. Select F8. Process to complete the purchase

20. Return to the Open order

    1. Verify that a second line has been added for the additional quantity added to the Order

    2. Verify that the Purchase order processed has updated only one of the line items on the order

    3. Verify that if the other Purchase order is processed, that it is properly updated on the order

 

**Referenced to Open Order (Qty Decrease/Do Not Split/Update Order Qty)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 20, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 20 to 10

17. Select Ok to save the change

    1. Verify a dialog message is shown that states the following "Would you like to create a record for the split order?"

18. Select NO to the Split order dialog

    1. Verify a dialog message is shown that states the following: "The Quantity of this backorder item has changed from XX to XX. Do you want to decrease the qty backordered on order XXXX?"

[YES] = Update Qty on Order XXXX

[NO] = Abort

19. Select YES to the dialog message

    1. Verify the quantity of the Purchase order has been decreased appropriately

20. Select F8. Process to complete the purchase

21. Return to the Open order

    1. Verify the quantity of the Purchase order has been decreased appropriately

 

**Referenced to Open Order (Qty Decrease/Do Not Split/Do Not Update Order Qty)**

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a non-inventory part number

7. When the Search window is shown, select X on the keyboard to create the non-inventory part

8. Enter in a Desc, Qty of 20, and Cost

9. Select Ok to save the part to the order

10. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

11. Set a supplier, but do not add/edit a Core charge

12. Select F11. PO

13. Locate the Purchase order that was for the part

14. Select O to Order

15. Select R to enter Receiving Mode

16. Select F4. Edit and change the Purchase order quantity from 20 to 10

17. Select Ok to save the change

    1. Verify a dialog message is shown that states the following "Would you like to create a record for the split order?"

18. Select NO to the Split order dialog

    1. Verify a dialog message is shown that states the following: "The Quantity of this backorder item has changed from XX to XX. Do you want to decrease the qty backordered on order XXXX?"

[YES] = Update Qty on Order XXXX

[NO] = Abort

19. Select NO to the dialog message

    1. Verify the quantity of the Purchase order has not been altered

20. Select F8. Process to complete the purchase

21. Return to the Open order

    1. Verify the quantity on the line item has not been altered

 

Purchase Orders Tests - Edit Quantity from Purchase Order Receiving Mode

 

**STOCK - Qty Increase/Update PO Qty**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 10, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 10 to 20

9. Select Ok to save the change

   1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order STOCK

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

10. Select YES to the dialog

    1. Verify the qty is updated correctly on the Purchase order

11. Select F8. Process to complete the purchase

12. Select Ok on the NEW Inventory Number Added dialog popup

13. Select Ok on the Adjust pricing dialog

14. Exit Purchase Orders

15. Select I. Inventory

16. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

**STOCK - Qty Increase/Create STOCK PO for Qty Increase**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 10, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 10 to 20

9. Select Ok to save the change

   1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order STOCK

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

10. Select NO to the dialog

    1. Verify a second Purchase order has been created for STOCK with the additional quantity added

11. Select F8. Process to complete the purchase

12. Select Ok on the NEW Inventory Number Added dialog popup

13. Select Ok on the Adjust pricing dialog

14. Exit Purchase Orders

15. Select I. Inventory

16. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

**STOCK - Qty Increase/Abort Qty Edit**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 10, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 10 to 20

9. Select Ok to save the change

   1. Verify a dialog box is shown that states the following: "The quantity of this backorder item has changed from XX to XX. Do you also want to increase the qty backordered on Order XXXX?"

[YES] = Update qty on order STOCK

[NO] = Create 'STOCK' order for XX

[Cancel] = Abort

10. Select CANCEL to the dialog

    1. Verify the qty is not altered on the Purchase order

11. Select F8. Process to complete the purchase

12. Select Ok on the NEW Inventory Number Added dialog popup

13. Select Ok on the Adjust pricing dialog

14. Exit Purchase Orders

15. Select I. Inventory

16. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

**STOCK - Qty Decrease/Split/Update Order**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 20, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 20 to 10

9. Select Ok to save the change

   1. Verify a dialog message is shown that states the following: 'Would you like to create a record for the split order?"

10. Select YES to the Split order dialog

    1. Verify a second Purchase order has been created for STOCK with the decreased qty value

11. Select F8. Process to complete the purchase

12. Select Ok on the NEW Inventory Number Added dialog popup

13. Select Ok on the Adjust pricing dialog

14. Exit Purchase Orders

15. Select I. Inventory

16. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

**STOCK - Qty Decrease/Do Not Split/Update STOCK PO for Qty Decrease**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 20, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 20 to 10

9. Select Ok to save the change

   1. Verify a dialog message is shown that states the following: 'Would you like to create a record for the split order?"

10. Select NO to the Split order dialog

    1. Verify a dialog message is shown that states the following: "The Quantity of this backorder item has changed from XX to XX. Do you want to decrease the qty backordered on order XXXX?"

[YES] = Update Qty on Order XXXX

[NO] = Abort

11. Select YES to the dialog message

    1. Verify the quantity of the Purchase order has been decreased appropriately

12. Select F8. Process to complete the purchase

13. Select Ok on the NEW Inventory Number Added dialog popup

14. Select Ok on the Adjust pricing dialog

15. Exit Purchase Orders

16. Select I. Inventory

17. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

**STOCK - Qty Decrease/Do Not Split/Do Not Update PO Qty**

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory Line Part#, Desc, a Qty of 20, Cost, GL, and Vendor

   1. Verify Refer field is set to STOCK

5. Select Ok to create the Purchase order

6. Select O to Order

7. Select R to enter Receiving Mode

8. Select F4. Edit and change the Purchase order quantity from 20 to 10

9. Select Ok to save the change

   1. Verify a dialog message is shown that states the following: 'Would you like to create a record for the split order?"

10. Select NO to the Split order dialog

    1. Verify a dialog message is shown that states the following: "The Quantity of this backorder item has changed from XX to XX. Do you want to decrease the qty backordered on order XXXX?"

[YES] = Update Qty on Order XXXX

[NO] = Abort

11. Select NO to the dialog message

    1. Verify the quantity of the Purchase order has not been altered

12. Select F8. Process to complete the purchase

13. Select Ok on the NEW Inventory Number Added dialog popup

14. Select Ok on the Adjust pricing dialog

15. Exit Purchase Orders

16. Select I. Inventory

17. Select F10. Search and enter the Linepart number added from the Purchase Order

    1. Verify the correct Quantity has been added to Inventory

 

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

N/A

 

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

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