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Bug 29713 - PTM Vision-Purchase Orders - Received Parts not in I-Trans
APPLICATION: PTM Vision
PROBLEM SUMMARY: Purchase Orders - Received Parts not in I-Trans
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select Services
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Select Branch Manager and Branch Setup
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Select F8-Load Branch. Vision enters Branch-1
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Select PO
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Select F2-New
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Enter a Non-Stocking Part Number, Description, Quantity, Cost, and Main for the Vendor.
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On the PO screen, select O-Order and Yes to create a PO Number
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Select F7-Print
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Select I-Send PO Export and OK on the PO screen. Select OK
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Go to the Main Branch
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Select the Green Invoices button in the Communications Bar
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Select F6-Process and OK to close the window
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Select O-Open Orders
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Select the Sales Orders tab
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Right click on the OrderNo field and enter P to locate the PO Order
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Open the P1-Order and select OK to Backorder
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Select F11-PO
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Select O-Order
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Select R-Receive
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Select Yes to go into Receiving Mode
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Select F8-Process
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Select Yes to continue receiving PO
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Select Yes to apply Invoice to Payables
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Select Yes to print received items.
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Select OK to close PO screen
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On the Open Order, select Alt-F7 Print Bill/Close and print the Invoice
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In Branch-1, the Parts are transferred to inventory, and an entry is input in the I-Trans report.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
Bug 29716 - Orders-Email - Add a feature to disable email prompt for CASH customers
APPLICATION: PTM Vision
PROBLEM SUMMARY: Orders - Add a feature to disable email prompt for CASH customers
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Access PTM Vision
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Select Services
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Select Features
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Enter 7,52 in the Search field and select Enter
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Select the checkbox for QFeature 7,52 - Disable Email Prompt While Closing Invoices For 2- Accounts. Select OK to Save
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Select O-Open Orders
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Select F2-New
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Add an Account Number of 2 - Cash
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Add Labor in the Input Field
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Add a Part in the Input Field
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Select Alt F7-Print
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Select A-Pay by cash or B-Pay by Check
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The Invoice is prompted to Print only
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
