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Summary release notes for 2.1.1095
released on 5/14/2019
Bug 13915: Bug 13915 - Open Orders: When adding an Inventory item from a Purchase order, we are not selecting the system default Tax code or GL when the Inventory item is created (3,72 ON)
Bug 13916: Bug 13916 - Open Orders: When adding an Inventory item from Purchase orders, and a Default line code exists for the line part being added, we are not adding the Tax to the item when it is created (3,72 ON)
Bug 14324: Bug 14324 - Reporting: RGA Report not returning information
Detailed release notes for 2.1.1095
_______________________________________________________________
DESCRIPTION:
Bug 13915 - Open Orders: When adding an Inventory item from a Purchase order, we are not selecting the system default Tax code or GL when the Inventory item is created (3,72 ON)
APPLICATION: PTM Vision/Open orders and Purchase Orders
PROBLEM SUMMARY: When adding an Inventory item from a Purchase order, we are not selecting the system default Tax code or GL when the Inventory item is created
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select O. Open Orders
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Select the Sales order tab
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Select F2. New order
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Enter in Customer Account information
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In the Input field, enter a Non-Inventory part number
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Select X to create the part and display the Item details window
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Enter in a Description, Quantity, and Cost
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Select Ok to add to the Order
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Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?
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Select F11. PO
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Select O to order the part
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Select R to Receive the part
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Select F8. to Process the Purchase order
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Say No to the dialog message "Do you want to scan/acquire invoice now?"
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Select No to the dialog message "Print received items?"
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Select Ok on the NEW Inventory Number Added dialog popup
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Select Ok on the Adjust pricing dialog
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Exit Purchase order and return to the Sales order
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Line up on the Inventory item and select the Inventory button from the Vision sidebar menu
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Verify the Default GL and Tax have been set for the item
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
3,72: Always Add New Items to Inventory when Received - Always add a new (non inventory) item to inventory when it is received. Instead of giving the user an option to leave an item non stocking when it is received, forces the part into inventory
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders
DESCRIPTION:
Bug 13916 - Open Orders: When adding an Inventory item from Purchase orders, and a Default line code exists for the line part being added, we are not adding the Tax to the item when it is created (3,72 ON)
APPLICATION: PTM Vision/Open orders and Purchase Orders
PROBLEM SUMMARY: When adding an Inventory item from Purchase orders, and a Default line code exists for the line part being added, we are not adding the Tax to the item when it is created
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Must have a Default Line code setup for testing***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select the Sales order tab
-
Select F2. New order
-
Enter in Customer Account information
-
In the Input field, enter a Non-Inventory part number
-
Select X to create the part and display the Item details window
-
Enter in a Description, Quantity, and Cost
-
Select Ok to add to the Order
-
Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?
-
Select F11. PO
-
Select O to order the part
-
Select R to Receive the part
-
Select F8. to Process the Purchase order
-
Say No to the dialog message "Do you want to scan/acquire invoice now?"
-
Select No to the dialog message "Print received items?"
-
Select Ok on the NEW Inventory Number Added dialog popup
-
Select Ok on the Adjust pricing dialog
-
Exit Purchase order and return to the Sales order
-
Line up on the Inventory item and select the Inventory button from the Vision sidebar menu
-
Verify the defaults from the Default line code have been set for the new Inventory item GL and Tax
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
3,72: Always Add New Items to Inventory when Received - Always add a new (non inventory) item to inventory when it is received. Instead of giving the user an option to leave an item non stocking when it is received, forces the part into inventory
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=default_line_code
DESCRIPTION:
Bug 14324 - Reporting: RGA Report not returning information
APPLICATION: PTM Vision/Reporting
PROBLEM SUMMARY: RGA Report not returning information
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select R. Reporting System
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Select G. Parts/Labor Sales
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Select A. Current Parts
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Select A. By Line or Part Number/Code
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Enter in a Line/Part Number and select Ok
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Select J. From Date to Date
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Enter a Date range and select Ok
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Select Yes to the dialog message that states “Closed Dates?”
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Select P. Preview Report
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Verify the report is propagated with the correct information
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
