APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using Ctrl+B from an order to back order all low qty items does not work

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New Order

5. Select A. Work Order

6. Enter Customer account number

7. In the Input field, enter a Stocking part with little to no quantity in stock

8. Exit the Estimate

9. Select F6. Options

10. Select C. Convert

11. Select Ok to the Convert options window

    1. Note: No details on the Convert options window need to be edited for testing purposes

12. Select All to the dialog that states "Would you like to backorder all low quantity items?"

    1. Verify the Backordering/Order Qty windows are shown

    2. Verify the In Stock/Open Qty/Net Qty are correct

    3. Verify the Recommended Qty is correct

    4. Select Ok to create Purchase order

13. Once in the order, select F11. PO

    1. Verify a Purchase order has been created

    2. Verify the Purchase order has been created for the correct Quantity

    3. Verify the Purchase order reference has been set to the correct Order number

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When a non-inventory item is back ordered, then sold, an error occurs when trying to access Purchase Orders

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

N/A

<<--------------------*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 number

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

7. Once the Search window is shown, Select X to access Item details

8. Enter a Qty, Cost and select Ok to add to order

9. Select Yes to back order

10. Enter a valid Supplier and select Ok

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. Return to the order and select Alt+F7 to Print bill close the order

16. Exit Open Orders

17. Select P. Purchase orders

    1. Verify no error occurs and the Purchase orders window is shown

<<------------*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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Issue with vision bar hotkeys when in different areas of the program

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

N/A

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

1. Access PTM Vision

2. sELECT P. Purchase Orders

3. Exit Purchase Orders

4. Select V. Vendors

5. Select F8. Ap.

6. Line up on a Record and select F4. Edit

7. Select S. Scheduler

   1. Verify the Scheduler is not opened

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When closing a WO, at times, a timer is being shown slowing down the closing process

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select Work Orders tab

4. Select F2. New

5. Select Enter Customer account number

6. Enter Unit Information

7. In the Input field, enter a Labor operation

8. Add Hours to the Labor operation

9. In the Input field, enter an Inventory part

10. Select Alt+F7. Print Bill and Close

    1. Verify the order is closed without hesitation and no timer progress bar is shown

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

N/A

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

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