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Summary release notes for 2.1.1104_bug_14223.2
released on 6/24/2019
Bug 14223: Bug 14223 - Purchase Orders(Multi-inven/Low Qty Report): When using the Low Qty report to order from a Store inventory, an error is occurring
Bug 14645: Bug 14645 - Purchase Orders: S/O part description not updating on Work order when editing from a Purchase order
Product Backlog Item 14845: Product Backlog 14845 - X-Charge: Updating capabilities for updating Credit Card Numbers and Expiration dates
Product Backlog Item 14887: Product Backlog 14887 - Inventory Import: Increase description to 254 characters
Bug 14957: Bug 14957 - Purchase Orders: Freight Line dropping off Purchase order; no longer visible in PO history
Detailed release notes for 2.1.1104_bug_14223.2
_______________________________________________________________
DESCRIPTION:
Bug 14223 - Purchase Orders(Multi-inven/Low Qty Report): When using the Low Qty report to order from a Store inventory, an error is occurring
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: When using the Low Qty report to order from a Store inventory, an error is occurring
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If not using Multi-Store Inventories, not testing is required**
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select P. Purchase Orders
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Select F9. Low Qty Report
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Remove any Part information and Supplier, but Do not enter or change any other information and select Ok
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Chose any inventory (that has items with Low Qty) besides the Main inven
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When the report is populated, change one of the Qty2Ord to 999
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Select F9. Ord All
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Select Yes to the dialog message that states "Process all Automatically?"
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Select P. Purchase orders
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Verify no error occurs and the Purchase order has been properly created
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<<------------*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
DESCRIPTION:
Bug 14645 - Purchase Orders: S/O part description not updating on Work order when editing from a Purchase order
APPLICATION:
PROBLEM SUMMARY: S/O part description not updating on Work order when editing from a Purchase order
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select O. Open orders
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Select Work Order tab
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Select F2. New
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Enter Customer account information
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In the Input field, enter a Special order part number and press enter twice
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i.e S/OTESTPART
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Select F8. Process
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Add a valid Vendor
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Select Yes to the dialog message that states "Add to purchase orders for 'vendorcode'?"
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Select F11. PO
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Select F4. Edit
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Select O to order
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Select R to enter Receiving
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Edit the Part number
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Select Yes to Replace the part number on the WO
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Select Yes to the dialog that state "Would you like to Update the WO/Invoice XXXX?"
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Edit the part description and tab to the Qty field
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Verify a dialog is shown that states “You have updated the description on this item and it no longer matches the description on order XXXX. Do you want to update order XXXX with the changes?’
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Verify Selecting No to the dialog does not update the S/O part description on the Order by exiting the PO and returning to the order
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Verify selecting Yes to the dialog does update the S/O part description on the order by exiting the PO and returning to the order
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Product Backlog 14845 - X-Charge: Updating capabilities for updating Credit Card Numbers and Expiration dates
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: Open Orders (X-Charge): Updated capabilities for updating Credit Card Numbers stored within the Vision system
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Access PTM Vision
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Select C. Customer File
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Select F6. Ccard
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Verify the Customer has a credit card setup in the system
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Exit the Customer file
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Select O. Open Orders (Shift + F1)
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Select the Work Orders tab
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Select F2. New Order
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Enter Customer account number
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In the Input field, enter a Part number or select F10. Search to find a part to add to the order
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Select Alt+F7. Print/Bill/Close
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Select Yes to the dialog that states "Card on file. Would you like to use stored credit card?
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Line up on the Credit card needed and select F8. Process
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Verify the order is processed successfully with no error
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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X-Charge Credit Card Processing: Please Contact Pluss Sales Department for more Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Product Backlog 14887 - Inventory Import: Increase description to 254 characters
APPLICATION: PTM Vision/Utilities/Imports
PROBLEM SUMMARY: Inventory Import: Increase description to 254 characters
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select U. Utilities
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Select I. Q-Books Excel Import/Export
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Select G. Excel Import
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Select A. Inventory
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Select No to the dialog that states "Would you like Import Excel Office 7 Version?"
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B. Import Existing File As Is
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Select Yes to the dialog that states "Import XXXXX.xls after exiting excel?"
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Select A. General Inventory
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Select Yes to the dialog that states "On Existing Part Number Update All Data?”
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Verify the parts are correctly imported and no errors occur during the import
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=import_from_excell
DESCRIPTION:
Bug 14957 - Purchase Orders: Freight Line dropping off Purchase order; no longer visible in PO history
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: Freight Line dropping off Purchase order; no longer visible in PO history
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select P. Purchase Orders
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Select F2. New PO
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Enter a Linepart number or select F10. Search and add a part to purchase
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Select Ok to create the Purchase Order
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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 Ctrl+F and add the FRTINCOMING charge
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Verify the FRTINCOMING is added to the Purchase order with a Reference of FREIGHT and the same PO#
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Once returned to the Purchase order window, select H on the keyboard to access PO History
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Locate the Purchase order sent in the steps above
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Verify the FRT line item is shown along any other item present on the Purchase order
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=adding_freight
