APPLICATION: PTM Vision/Purchase Orders and Inventory

PROBLEM SUMMARY:  When feature 3,72 is active and a Non-Inventory part is added to Inventory from a Purchase order, we do not have a field for Measure/UOM or StdPkg/Case on the New Inventory Item Details popup that is shown

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. Activate feature 3,72

6. Select Ok to save

7. Select X. Esc Exit

8. Select Yes to Save change

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. In the Part# field, enter a non-inventory part number

5. Enter a Qty, Cost, and valid vendor

6. Select Ok to save

7. Select O to order the part

8. Select R to receive the part

9. Select F8 to process the PO

10. Once the New Inventory item details popup is shown, verify a Measure/UOM field and StdPkg/Case field is available

11. Enter values in the Measure/UOM and the StdPkg/Case fields

12. Select Ok to continue

13. Select Ok to the Margins popup

14. Select I. Inventory

15. F10. Search

16. Enter the Part number ordered on the PO

    1. Verify the Measure/UOM field has been correctly filled in

    2. Verify the StdPkg/Case field has been correctly filled on

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

• 3,72: Always add new items to inventory when received

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When feature 3,72 is active and a part is added to Inventory from a PO, we need to expand the Adjust pricing decimal precision to 4 instead of 2 for consistency

<<-------------------------------------*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 field, enter a Non-inventory part number

6. Select X to open the Item details window

7. Enter a Part desc, Cost, and a Tax of Y

   1. Tax is defaulted to Y; change if needed

8. Select Ok to add the Non-Inventory part to the invoice

9. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

10. Set a supplier, but do not add/edit a Core charge

11. Select F11. PO

12. Select O to order the part

13. Select R to receive the part

14. Select F8 to process the PO

15. Select No to the dialog message "Would you like to save item memo to Inventory?"

16. Select Ok on the Adjust pricing dialog

    1. Verify the Cost fields on the Adjust dialog window have been expanded to 4 decimal places

17. Exit Purchase Orders and return to the Invoice

    1. Verify the Item has been added back to the invoice with the correct cost and taxation

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

• 3,72: Always add new items to inventory when received

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Adjust Decimal Precision on the Adjust Pricing window to no longer round when an Inventory item is added from a Purchase order 

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter a Linepart#, Description, Quantity, Cost, GL, Vendor, and set the Refer field to STOCK

5. Select Ok to create the Purchase order

6. Select O to order the part

7. Select R to receive the part

8. Select F8 to process the PO

9. Enter a valid Invoice Number in the Payables Input and select Ok to continue

10. In the New Inventory window, add any additional information needed for the Linepart when added to the Inventory file

    1. i.e. Application, UPC, Bin Location, Memo, Pop code, Min/Max, Measure/UOM, StdPgk/Case

11. Select Ok to continue

12. In the Adjust Pricing window, adjust any values, if needed

    1. Verify each Cost is correct and has been taken to the 4th decimal place

    2. Verify the correct Margins have been assigned (This could depend on the Line Code used on the Inventory item and if a Default line code has been created)

13. Select Ok to continue

14. Exit Purchase Orders

15. Select I. Inventory

16. Select F10. Search

17. Enter the Linepart# added to Inventory from Purchase orders

    1. Verify the Inventory item has been added correctly

    2. Verify all Costs have been added/calculated correctly depending on Margins

    3. Verify the Core Charge has been added correctly, if one was added

    4. Verify the Fee has been added correctly, if one was added

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

N/A

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

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