APPLICATION: PTM Vision/Inventory/Price File

PROBLEM SUMMARY:  When a Part with a Core value is moved from the Price file to Inventory, we are not creating the COR part in Inventory

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select F9. Price file

5. Select a Part from the price file that has an attached Core value

6. Select Ctrl+M to move the part to Inventory

7. Access the moved part in the Main Inventory

   1. Verify a Core charge is shown on the Inventory part

8. Select F10. Search and enter the COR part that corresponds to the Inventory item moved from the Price file

   1. Verify a Core part was made

   2. Verify the Core cost is correct

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When processing an order from Pluss commerce in Vision, we are always seeing the prompt for Back orders existing on the order, even when there was never a Back order to begin with

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

****Testing required if using Pluss Commerce; Otherwise, no testing is required****

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

1. Access the PlussCommerce web page

2. Select the Login button

3. Enter Customer login information

4. Select the Parts for Sale list

5. Add a part to the cart that has quantity in stock

6. Select My Cart

7. Select the Checkout now button

8. Select a Shipping address

9. Select the Select Shipping button

10. Select the Shipping Method from the drop down

11. Select a Payment method

12. Once the payment has been processed, return to PTM Vision

13. Select the Invoices button once it has turned green

14. Select F6. Process on the order

15. Select O. Open orders

16. Select the New tab

17. Open the order

18. Select Alt+F7. Print bill and Close

    1. Verify there is no dialog stating that a back order still exists on the order

    2. Verify the order is closed without error

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

• Pluss Commerce: Please Contact Pluss Sales Department for more Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When an Estimate is closed using F5 Delete, we do not send a sync file to the database to mark it as Closed

<<-------------------------------------*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 Estimates tab

4. Enter Customer account number

5. Exit the Estimate

   1. Verify a sync file is sent showing the created Estimate

6. Line up on the Estimate and select F5. Delete

   1. Verify a sync file is sent setting the Estimate to Closed

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

• Plussnet: Please Contact Pluss Technical Support for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce