APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Deleting a Return from an order should not update the Return PO

<<-------------------------------------*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 tab

4. Select F2. New

5. Enter Customer Account information

6. Select Ctrl+H. History

7. Select Yes to limit to customer only

8. Remove any part numbers in order to search history for all items

9. Line up on a non-inventory part number and select F11. Return

10. Select B. Add to Return PO

11. Once the Item detail window is shown, change the Qty to -3

12. Select Ok to save

13. Select F11. PO

    1. Verify that the -3 PO has been created

14. Return to the order and line up on the inventory item

15. Select F5. Delete and remove the item from the order

16. Select F11. PO

    1. Verify the Purchase Order quantity has not been changed from -3

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  If a ShipTo account has a Phone Number that matches a Customer account, we are replacing the ShipTo information with the Customer account info and not the ShipTo info

<<-------------------------------------*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 tab

4. Select F2. New

5. Enter Customer account information

6. Enter a ShipTo account that has a Phone number that matches a Customer account phone number in the Customer file

7. Select Ok

8. Select the ShipTo button again

   1. Verify the data is not replaced with the other Customer's account information

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When a Non-Inventory part is deleted from an order and then added to a return PO, we are adding the PO with a quantity of 0

<<-------------------------------------*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 tab

4. Select F2. New

5. Enter in Customer account information

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

7. Select X to access Item details

8. Enter in a part description, quantity of 1, and a cost

9. Select OK to add to order

10. Select No to back order

11. Select F5. Delete

12. Select Yes to delete the part

13. Select B. Place on a Return PO

14. Enter a valid Supplier and select Ok

15. Exit the order and access Purchase orders

16. Locate the PO

    1. Verify the correct quantity has been added to the Return PO

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders and Inventory

PROBLEM SUMMARY:  When Freight cost is added to a non-inventory item and then added to Inventory, we are adding the Freight to the Cost and we should not be

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter a Non-Inventory part number, quantity of 1, and a Cost

5. Select Ok to save

6. Select O to Order

7. Select R to enter Receiving mode

8. Select Ctrl+F. Freight charge

9. Add an Incoming Freight charge

10. Enter an Amount in the Incoming cost field

11. Select Ok

    1. Verify the FrtChg field is editable

12. Select F4. Edit on the Freight Calculation window

13. Select F4. Edit to save the change

    1. Verify the Freight cost change was saved

14. Once returned to the Purchase order, verify the Freight cost change is changed on the Purchase order

15. Select F8. Process

16. Select Ok to the Add Inventory window

17. Once the Purchase order is processed, access I. Inventory

18. Search for the Inventory item added

    1. Verify the Freight cost has been added to the Freight field and not the Cost of the item

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

• 3.47 (Set to S): Add Freight to Selling Price of Parts

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=8_3_5_2_adding_freight_cost_to_inventory_cost