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Summary release notes for 2.1.1138
released on 12/10/2019
Product Backlog Item 18213: Product Backlog Item 18213 - Open Orders/Sales Orders: Add feature/ability to disable drop ship message prompt
Product Backlog Item 18505: Product Backlog Item 18505 - Branch Transfer : Simplify branch transfer setup
Detailed release notes for 2.1.1138
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DESCRIPTION:
Product Backlog Item 18213 - Open Orders/Sales Orders: Add feature/ability to disable drop ship message prompt
APPLICATION: PTM Vision/Open Orders/Sales Orders
PROBLEM SUMMARY: Open Orders/Sales Orders: Add feature/ability to disable drop ship message prompt
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Access PTM Vision
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Select U. Utilities
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Select J. System Setup
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Select Q. System Features
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In the Search field, enter 'Drop' or 5,63 to access the Drop Ship feature
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Activate the feature
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Select Ok to exit Vision Features
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Select X. Esc Exit
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Select Yes to the dialog that states "Would you like to save all changes?"
<<--------------------*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 the Sales Order 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 Stocking part with no quantity in stock
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Enter a quantity to order in the dialog popup
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Select Ok to create the Purchase order
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Verify no dialog message is shown for drop ship on the order
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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5,63: Disable Drop Ship Message at Point of Sale - This feature disables the appearance and usage of the prompt “Would you like a drop ship message” that occurs at Point of Sale. Setting this to “TRUE” or checking the box will disable the prompt.
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Product Backlog Item 18505 - Branch Transfer : Simplify branch transfer setup
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: Branch Transfer : Simplify branch transfer setup
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Testing only required if PO/SO Branch Transfer is used; otherwise, no testing is required as no changes to core functionality have been made***
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Access PTM Vision
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Select U. Utilities
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Select J. System Setup
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Select Q. System Features
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In the Search field, enter 'Branch Customer’' or 5,64 to access the Customer account feature
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Enter the default Customer account used for transfers and orders
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Select Ok to exit Vision Features
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Select X. Esc Exit
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Select Yes to the dialog that states "Would you like to save all changes?"
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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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 Main Store Customer
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In the Input field, enter a Part w/Core
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Back order the part to create the PO
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Select F11. PO
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Verify the Vendor selected for the PO is set to the Branch 1 Vendor
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Select O to order the part
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Select F7. Print
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Select A. Print Current PO#
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Access Vision Branch the PO was sent to
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Verify the Invoices button is green
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Select the green Invoices button
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Select F6. Process or F8. Process All
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Select O. Open Orders (Shift + F1)
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Locate and open the Sales Order
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Back order parts in order to create the PO
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Select F11. PO
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Select O to order the part
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Select R to receive the part
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F8 to process the PO
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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5,64: Branch Customer Account # for Transfers and Ordering - This account is used when ordering and transferring parts from other branches. The account # refers to the customer account # that other branch locations will utilize when generating the invoice
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
