05/07/2020 - Release version 2.2.31 (HOTFIX)

Development Production

May 07, 2020

543

Summary release notes for 2.2.31

Bug 19879: Bug 19879 - Purchase Orders: Branch transfer issues with orders being processed is as Closed with no closed date

_______________________________________________________________

DESCRIPTION:

Bug 19879 - Purchase Orders: Branch transfer issues with orders being processed is as Closed with no closed date

APPLICATION: PTM Vision/Purchase Orders Branch Transfers

PROBLEM SUMMARY: Branch transfer issues with orders being processed is as Closed with no closed date

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

***Testing required only if using the Branch transfer functionality within PTM Vision; Otherwise, no testing is required***

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

Access PTM Vision from a Branch
Select P. Purchase Orders
Select F2. New PO
Enter in a Stocking part that exists in both the Branch and the Main Branch to which the part is being transferred
Enter in the Quantity to be transfered
Select the Vendor used for Transferring parts
Select Ok to create the Purchase order
Select O to order the part
Select F7. Print
Select A. Print Current PO#XXXX
Select Ok to the dialog that states "PO XXXX Sent Electronically to Vendor XXXX"
Exit Purchase orders
Access the Branch to which the Purchase order was sent
Select the Invoices button
1. Note: If transfer was successful, the Invoices button is highlighted in green
Select F6. Process to process the transfer
Select Ok to exit the Electronic Invoices window
Select O. Open Orders
Select the Sales Order tab
Open the Sales order
1. Verify the correct Inventory item has been transferred
2. Verify the correct quantity was transferred
3. Verify the correct value of the Inventory item has been transferred correctly
Select Alt+F7. Print Bill and Close
Exit the Branch and return to the Main Store
Access PTM Vision from the Main Branch
Select P. Purchase Orders
Line up on the Purchase order and select R to Receive
Select F8. Process
Select Yes to add to Payables
1. Verify the Invoice No has been defaulted to the Transfer number
Select Ok to the Payables Input to continue
Exit Purchase Order

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

N/A

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