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03/20/2018 - Release Version 2.1.1037 (Hotfix)

Summary release notes for 2.1.1037

released on 3/20/2018

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Bug 8289: Bug 8289 - Parts with Popularity codes A-E are not being reordered automatically.

Detailed release notes for 2.1.1037

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DESCRIPTION:

Bug 8289 - Parts with Popularity codes A-E are not being reordered automatically.

APPLICATION: PTM Vision/Open Orders and Purchase Orders  

PROBLEM SUMMARY:  When automatic reordering was turned on in Vision, Popularity codes A-E were not properly triggering reorders when quantity dropped below minimum after an order was closed.

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

**Must have all Automatic reordering features set correctly and inventory items with Popularity codes A-E.

**If Automatic reordering is not used, no testing is required.

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

  1. Access PTM Vision.

  2. Select O. Open orders.

  3. F2. New.

    1. Does not matter if the order is a Sales type or Work type.

  4. Enter a Customer account number.

  5. In the Input field, enter a part number.

    1. Order must take part quantity below the set minimum.

  6. Print/Bill/Close the Invoice.

  7. Once the invoice has been closed, access P. Purchase orders.

    1. Verify a purchase order has been created to fulfill the part’s maximum on hand quantity setting.

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

  • 4,25 OFF: Disable updating purchase orders automatically.

  • 4,6 OFF: Turn off auto reorder in purchase orders.

  • U. Utilities/J. System Setup/J.Sales Tax/N. Update purchase orders automatically - Set to Y.

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

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

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