APPLICATION: PTM Vision/Open Orders/Estimates

 

PROBLEM SUMMARY:  Add ability to select serial #'s when converting items from an estimate to a Work Order

 

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

**Must have an Inventory item created with the Serial # Memo and Serial Numbers in Inventory for testing; If not using Serial Numbers, no testing is required**

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Estimates tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory item with a Serial Number memo

7. Exit the Estimate

8. Select F6. Options

9. Select C. Convert

10. Select Ok to the Convert details dialog

    1. Note: Any of the various options are available to be edited; for this test, the defaulted values are sufficient

11. If prompted, select No to the dialog that states "Would you like to back order all low quantity items?"

    1. Verify the Select Serial Numbers popup is now shown

12. Select F8. Tag on a Serial Number

    1. Multiple Serial numbers can be added if needed

13. Select Ok to exit the Serial Number popup

    1. Verify the Work order is shown

    2. Verify all Parts/Labor have been moved properly

14. Select F4. Edit on the Serial number part

    1. Verify the Serial Number selected is shown in the Notes section

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Editing the quantity of the Fee line item is not changing the Fee charge

 

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

**Must have an Inventory item setup in the system with a Fee; If not using the Fee system, no testing is required**

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter a Part number with an attached Fee

6. Increase the Quantity of the part to 2

   1. Verify the Fee quantity has also been changed to 2

7. Line up on the Fee and change the quantity to 1

   1. Verify the Fee charge is decreased appropriately

 

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

N/A

 

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

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

Bug 12477 - Open Orders: Editing the quantity of the Fee line item is not changing the Fee charge

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Simple Grid search is not returning expected results

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Selec the Work Orders tab

4. Select F11. View Open/Closed

5. Start typing a value to Search by

   1. Verify the correct results are shown

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  New Prompt to Alert users to possible data issues with converting orders to estimates

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Sales Order tab

4. Select F2. New Order

5. Select Enter Customer account number

6. In the Input field, enter a stocking part number or select F10. Search to locate a part to add to the order

7. In the Input field, enter a Labor operation or select F10. Search to locate a Labor operation to add to the order

8. Exit the Order

9. From the Open orders window, select F6. Options

10. Select C. Convert

    1. Verify a dialog message is shown that states "Converting an active order can lead to information loss like mechanic time or backorder quantities. It is not recommended to convert active orders to estimates. Would you like to continue?"

    2. Verify the dialog message focus is defaulted to No

    3. Verify selecting No to the dialog message does not convert the order to an Estimate

    4. Verify selecting Yes to the dialog message displays the Convert details window

11. Select Yes to the dialog message that states "Converting an active order can lead to information loss like mechanic time or backorder quantities. It is not recommended to convert active orders to estimates. Would you like to continue?"

12. On the Convert details window, change the To Order Type dropdown to E for Estimate - Verify the To Order Number is updated to an Estimate order number

13. Select Ok to the Convert details window

    1. Verify a Potential Problem Selection popup is shown with the following selections:

       1. A. Convert Order without Closing

          1. This selection converts the order to an Estimate, but does NOT close the original Work/Sales Order

       2. B. Close Order Marking Items Pulled

          1. This selection converts the order to an Estimate, marks the items on the original order as Pulled, and closes the original Sales/Work Order

       3. X. Esc Exit

          1. This selection cancels the convert

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  Add ability to report inventory below zero

 

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select A. Inventory

4. Select A. Parts Grouped by Line (Onhand-Order-Sold Quantities)

5. Select 2. Report for Qty Below Zero

6. Select P. Preview Report

7. Once the report is generated, verify the values in the Qty in Stock column is only Quantities that are below Zero

 

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

• QSTOCK: Allow Stock to Go Below Zero - Do Not Force Back Order

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_3_inventory

 

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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Work Order tax status has a blank box that needs to be removed

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Enter Customer account number

5. In the Input box, enter Labor operation

6. Select Ctrl+T to access the Order Tax Information

   1. Verify there is no longer an empty white box on the popup

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Customer File/Ship To Address

 

PROBLEM SUMMARY:  Issue with creating Ship-To Addresses; possible that a newly added Ship-To address was not saved causing the record to get lost

 

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

N/A

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

1. Access PTM Vision