03/07/2018 - Release Version 2.1.1033

DESCRIPTION:

Bug 6175 - When deleting a return for a Stocking part at or below minimum quantity from an Invoice, we are showing the Back order prompt

APPLICATION: PTM Vision/Open Orders/Order History  

PROBLEM SUMMARY:  When deleting a return for a Stocking part at or below minimum quantity from an Invoice, we are showing the Back order prompt.

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

**Need to have a stocking part in Inventory that is at or below the Minimum quantity set for the Part.

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

1. Access Vision.

2. O. Open Orders.

3. F2. New Order.

4. Add a Stocking part at or below minimum quantity.

5. Select F11 PO.

6. O to order the part.

7. R to receive the part.

8. F8 to process the PO.

9. Once returned to the invoice, print/bill/close the order.

10. Open a new order for the same customer.

11. Select Ctrl+h to access History.

12. Select F5. Delete to remove the return from the order.

    1. Verify the return is removed from the Invoice and no additional prompts are shown.

<<------------*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

DESCRIPTION:

Add the Offsite Backup report process to the company Vision

No Release Notes

DESCRIPTION:

Bug 8103 - Branch: When loading a branch, we are not prompting for structure changes

APPLICATION:   PTM Vision/Branches

PROBLEM SUMMARY:  After accessing Branch 1, any branches accessed in the future does not run structure updates.

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

**If using multiple branches, testing is required; If Branching is not used, no testing is required.

**If more branches are used, testing can be done by repeating steps 2 through 3a on each additional branch.

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

**Loading Branch from within Vision**

1. Access PTM Vision.

2. Select Services/Branch Manager/Branch setup.

3. Line up on Branch 1 and select F8. Load.

   1. Verify when the branch loads, a structure update is completed.

4. Select Services/Branch Manager/Branch Setup.

5. Line up on Branch 2 and select F8. Load.

   1. Verify when branch 2 loads, a structure update is completed.

**Loading Branch from Desktop Icon**

1. Access PTM Vision from Branch-1 Icon.

   1. Verify when the branch loads, a structure update is completed.

2. Exit Vision.

3. Access PTM Vision from Branch-2 Icon.

   1. Verify when the branch loads, a structure update is completed.

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

• Use Branch Data files - 7,20

• Allow Ptm Vision to connect to Plussnet - 3,23

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

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

DESCRIPTION:

Bug 8106 - Using Alt+P on a Core return line not working as intended

APPLICATION: PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When pulling a Core return, the quantity is not getting placed into inventory in order to start a return.

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

N/A

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

1. Access Vision.

2. Select O. Open orders.

3. Select the Sales order or Work order tab.

   1. For testing purposes, it does not matter which order type is selected.

4. Select F2. New.

5. Enter in a customer account number.

6. Create a new WO with a Part with a core that is currently in stock.

7. When asked how many Cores the customer returned, enter 1.

8. Line up on the Core part with the Negative qty on the invoice.

9. ALT+P and say Yes to pull the part from Inventory.

   1. Verify a dialog message is shown that states “This item is associated with XXX XXXX. Pulling this will pull XXX XXXXX and all associated parts. Pull CORXXX XXXX from inventory?

   2. Verify if Yes is selected, all parts on the invoice are pulled.

      1. A P should be shown on the list in order to indicate the part is pulled.

   3. Verify if No is selected, none of the parts on the invoice are pulled.

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

N/A

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

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

DESCRIPTION:

Bug 8107 - When a part has 'AND' somewhere in the linepart name, we are adding an extra comma to the sync file

APPLICATION:   PTM Vision/Inventory (Plussnet)

PROBLEM SUMMARY:  When a part has 'AND' somewhere in the linepart name, an additional comma was being added to the Sync file, causing an error to occur during the sync.

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

NOTE: If not using Plussnet functionality, no testing is required.

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

1. Access Vision.

2. I. Inventory

3. Locate a Part with AND somewhere in the Line/Part.

4. F4. Edit

5. F4. Edit again.

6. Allow the Sync to complete.

   1. Verify no errors occur during the sync process.
       

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

3,23 - Allow PTM Vision to connect to Plussnet.

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_1_rest_service

DESCRIPTION:

Bug 8142 - Cores: When adding a line item to a Workorder and it already exists, when prompted to group the items it does not increment the core quantities.

APPLICATION: PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When adding a line item to a Workorder and it already exists, when prompted to group the items it does not increment the core quantities.

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

N/A

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

1. Access Vision.

2. Select O. Open orders.

3. Select the Work order tab.

   1. For testing purposes, it must be a Workorder.

4. Select F2. New.

5. Enter in a customer account number.

6. Create a new WO with a Part with a core that is currently in stock.

7. Enter the part on the work order again.

   1. Verify the qty of the core has been increased by 1 to match the increase in the quantity of the parent part.

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

N/A

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

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

DESCRIPTION:

Bug 8144 - Need to restore Edit functionality to the Interchanges field

APPLICATION: PTM Vision/Inventory  

PROBLEM SUMMARY:  The ability to edit the Interchange field from the Inventory main screen has been restored. Interchanges can be added/edited/viewed from the F11 Interchanges window from Inventory and can again be entered into the Interchanges field.

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

N/A

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F10. Search and locate a part with interchanges.

4. Select F4. Edit.

   1. Verify the Interchanges field can be edited.

   2. Verify the ability to add/edit/view the Interchange list.

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

N/A

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

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