APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  Changes / Updates to the Low Quantity Report

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

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F9. Low Qty Report

4. In the Purchase Order Information popup, select only the Include Backorders in calculation checkbox

   1. Confirm Supplier: Blank

   2. Confirm Purchase Order #: Blank

   3. Line Code Empty=All: Blank

   4. Popularity Code:  All Pop Codes

   5. Omit Drop Ship: Unchecked

   6. New Items Today: Unchecked

   7.  Include Backorders in calculation: Checked

5. Select Ok to continue

6. Select X. Current Inventory

   1. Verify the report is generated with the following columns:

      1. Qty2Ord: Quantity suggested to order based on Min/Max values and current quantity in stock

      2. In Stock: Current Quantity in Stock

      3. Min: Minimum Stocking value needed; used to calculate when to order

      4. Max: Maximum Stocking Value; used to calculate how many to order

      5. Open Qty: Quantity currently on Open orders

      6. Pop: Popularity Code; Used to determine the priority of the part to be ordered

      7. Stock Ord: any open Stock orders for the part

      8. On BO: Any open Back orders for the part

      9. Supplier: Supplier listed for the Part in Inventory

      10. Line Item #: Part name

      11. Description: Part Description

      12. StdPkg: Standard Package; items per case

      13. Caselot: Used to determine how many Cases to order

      14. Measure: Multiplier used to determine Inventory quantity

      15. Uom: Character field used for what measure the item is using; i.e. FT, IN, etc

      16. Q-Sold: Quantity sold

   2. Verify if any Part is on Backorder/Stock order, it is shown under the correct column

7. Select F7. Print

   1. Verify a Low Quantity report is generated for the values entered

8. Exit the report

9. Line up on an Inventory part on the report

   1. Remember the value in the Qty2Ord field

10. Select F8. Process

11. Exit the Report

12. Select P. Purchase Orders

13. Locate the Purchase order created from the Low Quantity report

    1. Verify the correct Quantity has been ordered

    2. Verify if a StdPkg/Caselot is assigned, the correct number of Cases is order; this is determined by the value entered into the Caselot field in Inventory

    3. Verify if a Measure is assigned, the correct value is applied to the Inventory item once ordered; this can be verified by accessing the item from the Inventory file

    4. Verify if no Supplier/PO# was entered in the Purchase Order Information popup

    5. Verify if a Supplier/PO# was entered in the Purchase Order Information popup, the correct Supplier and PO# have been assigned properly

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

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

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