Bug 6102: Bug 6102 - When selecting PO's from an invoice, we are not lining up on the correct order
Product Backlog Item 6166: Product 6166 - When returning a Non-stock part and you select to Add the part to stock, we need to lock down the Core charge field in the Added to stock popup
Bug 6213: Bug 6213 - When selecting the PO toolbar button when on an invoice, and saying No to Show All, we are not lining up on the correct PO
Bug 8088: Bug 8088 - COR default line code not setting Popularity to match the line code; it is always populating R
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DESCRIPTION:
Bug 6102 - When selecting PO's from an invoice, we are not lining up on the correct order
APPLICATION: PTM Vision/Open Orders/Sales Order
PROBLEM SUMMARY: When using the Purchase order toolbar button when on an invoice and selecting No to show all Purchase orders, Vision was not correctly lining up on the right Purchase order.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
Select the Sales order tab.
F2. New.
Enter Customer account information.
Apply a part to the ticket that has 0 qty in Inventory.
Back order 1 part.
Once the part is applied to the order, select the PO button from the left side toolbar.
Select No to the dialog message that states “Would you like to show all items in PO’s?”
Verify the correct Purchase order is shown for the current invoice.
<<------------*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
DESCRIPTION:
Product 6166 - When returning a Non-stock part and you select to Add the part to stock, we need to lock down the Core charge field in the Added to stock popup
APPLICATION: PTM Vision/Open Orders History
PROBLEM SUMMARY: When a Non-inventoried part was returned on an invoice from History and the part was added to stock, the ability to add a Core charge has been removed.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
O. Open Orders.
F2. New.
Enter a Customer account.
In the Input field, enter a Non-inventoried part # and tab away from the field.
Select X when the Search box is shown in order to add the non-inventoried part to the invoice.
Add a Cost and select Ok to add to the invoice.
Select F11. PO.
O. Order.
R. Receive.
F8. Process.
Return to the Invoice, and Print/Bill/Close the Invoice.
Once the Invoice is closed, select F2. New to create a new invoice.
Enter the same customer account as above.
Select Ctrl+H to access History.
Select Yes to the dialog messaging that states “Limit history to only this customer?”
In the Part # field, enter the non-inventoried part that was sold on the previous invoice and select Ok.
Line up on the part, and select F11. Return.
Once returned to the invoice, select A. Add to stock with N pop.
Verify in the Add to stock popup that is shown, the Core charge box cannot be edited.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
2,2 Set to Y - Prompt for Non Inventoried items to go back to Inventory/Purchase Order
3,72 OFF - Add new items to inventory when received.
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=selling_non_inventoried_parts_-_non_stock
DESCRIPTION:
Bug 6213 - When selecting the PO toolbar button when on an invoice, and saying No to Show All, we are not lining up on the correct PO
APPLICATION: PTM Vision/Open Orders/Sales Order
PROBLEM SUMMARY: When using the Purchase order toolbar button when on an invoice and selecting No to show all Purchase orders, Vision was not correctly lining up on the right Purchase order.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
Select the Sales order tab.
F2. New.
Enter Customer account information.
Apply a part to the ticket that has 0 qty in Inventory.
Back order 1 part.
Once the part is applied to the order, select the PO button from the left side toolbar.
Select No to the dialog message that states “Would you like to show all items in PO’s?”
Verify the correct Purchase order is shown for the current invoice.
<<------------*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
DESCRIPTION:
Bug 8088 - COR default line code not setting Popularity to match the line code; it is always populating R
APPLICATION: PTM Vision/Open Orders and Inventory
PROBLEM SUMMARY: When a default COR* line was set up in inventory and a part with a core charge was added to Inventory, the popularity code was always being set to R and not being set based on the default line code.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select I. Inventory.
F2. New.
Add a default core line by entering COR* as the part name.
NOTE: If already using a COR* default line, there is no need to create another and this step may be skipped.
In the Pop code drop down, select N.
Select F4. Edit to save.
Select F2 New again, this time creating a part with a core charge.
Select F4. Edit to save the new part with the core charge.
Select F10. Search and enter the name of the core part.
Access the core part and verify the Pop code has correctly been set to N.
Repeat steps 7 thru 10 again, only this time set the Pop code on the default COR* line to R and verify the Pop code is set to R when the core part is created in step 8.
<<------------*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