APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  We are not logging the Username when using CTRL+F5 to mass delete

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select Ctrl+F5. Mass Delete

4. Select Yes to the prompt that states "Are you sure you want to remove All?"

5. Select Ok to the prompt that states "All items for this selection deleted. Vision will now clear any filters and return you to the purchase order system"

6. Once returned to the Purchase order window, select F6. Options/H. View and Import from DelPo

   1. Verify the deleted Purchase order(s) states the user by which the Purchase order was removed

<<------------*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/Open Orders

PROBLEM SUMMARY:  When BO qty is removed from the Sale in the F4 edit screen, the Backorder record on PO just changes to zero qty but does not clear/remove the record in PO

<<-------------------------------------*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 Stocking part with quantity in stock to the order

7. In the BO field, enter a quantity of 1

8. Select F11. PO and verify the PO has been created

9. Exit Purchase orders and return to the order

10. Line up on the part and select F4. Edit

11. In the BO field, enter a quantity of 0

12. Select Yes to remove the back order

    1. Verify the quantity has been return to 1 and the BO quantity has been removed

13. Select Ok to exit the Item details window

14. Select F11. PO

    1. Verify the PO has been deleted

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=purchase_order_tutorials#pageid=backorder_parts_-_out_of_stock_and_non_stock 

APPLICATION: PTM Vision/Vendor File

PROBLEM SUMMARY:  When all Vendor GL's are filled in, we are not populating all 15 when selecting F8/F2. New in the Vendor file

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F10. Search

4. Select a Vendor from the list

5. Select F8. Ap

6. Select F2. New

   1. Verify that all GL fields are filled in appropriately

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When moving parts to a new order, a prompt is being shown to pull parts

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales Order

4. Select F11. View Open/Close

5. Select a Closed order

6. Line up on an Inventory item and select Ctrl+X to mark the part

7. Select Ctrl+F2 to start a new order

8. Select Sales Order

9. Select Yes to move only marked parts

   1. Verify when the new order is shown, no prompt is displayed asking to Pull the Inventory items

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

N/A

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

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