Bug 28296 - PTM Vision/Reports: Omitting Open QTY on R>A Report

 

APPLICATION:  PTM Vision/Reports 

PROBLEM SUMMARY:   PTM Vision/Reports: Omitting Open QTY on R>A Report 

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

N/A 

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

1. Access PTM Vision 

2. Select R. Reports 

3. Select A. Inventory 

4. Select Y. Enter Sold Date 

5. Select B. In Stock 

6. Select O. Other Options Menu 

7. Select J. Not Sold in How Many Days 

8. Select Ok on the options menu 

9. Select * Edit String 

10. Select Ok to save string 

11. Select P. Preview 

    1. Verify no open quantities are showing on the report 

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

N/A 

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

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

 

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Bug 21806 - PTM Vision/Open Orders: Manually removing the Customer from an order and setting it to Untitled does not update costs when reused and a different customer is added

 

APPLICATION:  PTM Vision/Open Orders 

PROBLEM SUMMARY:   Manually removing the Customer from an order and setting it to Untitled does not update costs when reused and a different customer is added 

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

N/A

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

1. Access PTM Vision 

2. Select O. Open Orders 

3. Select F2. New 

4. Add a Customer set to Cash terms/pricing 

5. Add an inventory part 

   1. Take note of the cost 

6. Select F8. Amend 

7. Delete the City, St, Zip, Address, Customer Name, Acct# 

8. Select F8. Amend again 

9. Exit the order 

10. Open the order again and select F8. Amend 

11. Set the order to a customer set to Retail terms/pricing 

12. Select F8. Amend again 

    1. Verify the prompt to update costs is shown 

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

• 7,50: When changing Customer name, reset pricing for Untitled customer names 

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

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

 

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Bug 29315 - Vision: Verify library - prompt to update vision ecm keeps coming up

 

APPLICATION: PTM Vision  

  

PROBLEM SUMMARY:   Vision: Verify library-prompt to update vision ECM keeps coming up 

 

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

N/A 

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

1. Access PTM Vision as Administrator 

2. Select Services, Account\Software Utilities\Verify Libraries. 

3. Select Compose in the Communications Bar.  A message that a new Communication file is available.   

4. Select OK to download 

5. Select Compose, update the email address and select Send. 

6. A message that Your message has been sent. 

 

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

N/A 

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

http://help.pluss.co/HELP/PTM Vision Help/default.aspx#pageid=emailing___faxing_from_edm_