APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When adding Freight to a PO tied to an Open order, the Reference is being set to FREIGHT and not the Order Number

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

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer Account Information

6. In the Input field, enter a Non-Inventory part and press enter

7. Select X to create the part

8. Enter a Description, Quantity, and Cost

9. Select Ok to add the part to the Work order

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

11. Enter a valid Supplier code and select Ok to continue

12. Select F11. PO

13. Select O to order the part

14. Select R to receive the part

15. Select Ctrl+F. Freight

16. Select FRTINCOMING from the list of Freight items

17. Enter an Incoming Cost and a Quoted Freight Cost

    1. Verify the Reference is set to the Work Order number

    2. Note: Entering a Quoted Freight Cost applies the Freight directly to the Work order reference of the Purchase order; If a Quoted Freight Cost is not applied, the Reference is set to FREIGHT

18. Select Ok to apply the Freight

19. Select F8 to process the PO

20. Return to the Work order

    1. Verify the Freight charge has been applied and the Price is correct

<<------------*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=adding_freight