DESCRIPTION: 

Bug 10755 - Open Orders/Estimates: When feature 2,2 is set to Y, we are prompting on an Estimate to Return the NS item/Add to inven, which is incorrect

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  Estimate orders prompting to place Non-Inventory items back into stock.

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

**Must have feature 2,2 set to Y; if feature 2,2 is set to N, no testing is required.

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

1. Access PTM Vision.

2. Select O. Open orders.

3. Select E. Estimates.

4. Select F2. New.

5. Enter Customer Account information.

6. In the Input field, enter a Non-stock part #.

   1. Refer to Help documentation for details on entering Non-stock parts.

7. Once the part is on the order, select F5. Delete.

   1. Verify no prompts are shown and the item is deleted from the order.

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

2,2 - Prompt for Non-Stock items to fo back to Inventory/Purchase order when deleted from Order.

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

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

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

DESCRIPTION: 

Bug 10939 - Time Clock/Open Orders: Jobs added from Time Clock as a tech are not following Price Matrix

APPLICATION:  PTM Vision/Time Clock

PROBLEM SUMMARY: 

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

**NOTE: If not using PTM Vision Time Clock, no testing is required.

**Must use a Customer that is set up with Price matrixing on Labor Ops.

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

1. Access PTM Vision.

   1. If using a specific Icon for Time Clock access, use the Icon to access.

2. Select File/Time clock.

3. Select a Tech.

4. Select an Existing Work Order that is using a customer who has a Price matrix setup for Labor operations.

5. Select New Labor.

6. Select No to the dialog message that states “Do you want to select from existing labor codes?”

   1. Verify the Rate is correct for the Customers current Price matrix pricing for LAB items.

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

N/A

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

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

DESCRIPTION: 

Backlog 11187: Vision needs to retrieve customer purchase order from online "invoice" to add to incoming order

APPLICATION:  PTM Vision/Open Orders and Pluss Commerce 

PROBLEM SUMMARY:  A PO field has been added to the Pluss Commerce order, allowing a user to add a Purchase order number to the order.

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

**NOTE: If not using PTM Visions Pluss Commerce integration, no testing is required.

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

1. Access Pluss Commerce site.

2. Login to Customer account.

3. Select Parts for Sales.

4. Add a part to the cart.

5. Access the cart.

6. Select the Checkout Now button.

7. Select the Select Shipping button.

8. Select a Shipping method from the dropdown.

   1. Notice once a Shipping method is selected, an additional field is added above the Subtotal.

9. Select the Add/Change PO Number button.

10. Enter a PO number and select Ok to save.

11. Complete the online order.

12. Access PTM Vision.

13. Select the Invoices button.

14. Select Process.

15. Access O. Open orders.

16. Select the New tab.

17. Line up on the order that was just processed and open the order.

    1. Verify a in the PO/Memo field the PO entered on the web invoice is shown.

<<------------*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_0_pluss_commerce

DESCRIPTION: 

Bug 11556 - Inventory: After a specific set of steps are followed, Margins are changing when saying Yes to Maintain current margins

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  After a specific set of steps are followed, Margins are changing when saying Yes to Maintain current margins

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

**Must have Default Margins set; See Help article linked below for more details

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

1. Access PTM Vision.

2. Select I. Inventory and select a part that has some In stock quantity.

3. Select F4. Edit.

4. Click in the Cost field and lower the cost. -

5. IMPORTANT - Press ENTER key to leave the field.

6. In the ‘Qty at older cost dialog’ box, enter 0.

7. IMPORTANT - Press ENTER key to leave the dialog box.

8. Say No to Margin dialog.

   1. IMPORTANT - Take note of your margins

9. Click back into the Cost field and lower the cost again.

10. IMPORTANT- Press ENTER key to leave the field.

11. In the ‘Qty at older cost’ dialog, enter 0.

12. IMPORTANT - Press ENTER key to leave the dialog box.

13. IMPORTANT - Say Yes to margin change

    1. Verify this change altered the cost and left the Margins the way they were.

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

N/A

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

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

http://help.pluss.co/help/PTM%20Vision%20Help/page.aspx?pageid=set_hot_fkeys_for_part_number_margin

http://help.pluss.co/help/PTM%20Vision%20Help/page.aspx?pageid=set_class_margin_by_sales_or_line_code

DESCRIPTION: 

Bug 11612 - Year End- Branch Customers: When the Year end is ran in the Branch, somehow Accounting is getting touched when it shouldn't

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Year End - Branch Customers that share Accounting with the Main Store Only: When the Year end is ran in the Branch, somehow Accounting is getting touched when it shouldn't

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

**If Branching is not being used, no testing is required.

**If Branching is being used, and the Main store and Branch do not share accounting, no testing is required.

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

1. Access PTM Vision.

   1. Verify the Year end process is followed correctly; Contact Pluss Support for assistance.

2. U. Utilities.

3. K. File Utilities.

4. H. End of Year Preparation.

5. Allow the Year end process to complete.

   1. Verify all Year end processes have been completed.

6. Access A. Accounting.

   1. Verify in the Chart of Accounts, all balances, In/Out, are correct.

7. Select Services/Branch Manager/Branch Setup and load the branch

8. Once the Branch is loaded, run the Year end process just as was done in the Main branch.

9. Allow all Year end processes to complete in the Branch.

10. Return to the Main store.

11. Go to the following areas and check that there are no records besides unpaid payables and unpaid receivables’.

    1. A - Accounting System

       1. E. Adjustment Journal.- There should be no adjustments dated for the previous year.

    2. C – Customer files

       1. F8 – For sales ledger

       2. F3- To Search, blank out the name that appears to bring up ALL records in the Sales Ledger

          1. (P) paid There should be no paid Receivable records dated for the previous year.

    3. A – Accounting System

       1. B- Accounts Payable

          1. [F9] paid records - There should be no Paid Payables dated for the previous year.

          2. Checking Accounts – go to the checking accounts to build the beginning balances and to verify there are no records on the Check Registers from last year.

    4. A.- Accounting System

       1. C- Check Register

          1. Press enter on each checking account

          2. Press ‘Y’ to build beginning balance

          3. Make sure there are no checks or deposits in the check register

             1. Also verify the starting Check Number to make sure the next check in sequence is correct

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

N/A

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

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

DESCRIPTION: 

Bug 11674 - Creating new part from interchange does not go to that part to fix up details / setup properly when you say YES to create the part

APPLICATION:  PTM Vision/Inventory/Interchanges

PROBLEM SUMMARY:  When a Non-Inventory part is added to the Interchanges list, and a user chooses to add the Part to inventory, the user was not being taken to the newly added Inventory item in order to edit and add necessary details.

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

**Must use a Part that already has interchanges.

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F11. Interchanges.

4. In the Part# field, enter a Non-inventory part#.

5. Enter a Part Desc.

6. Select Ok to save part to Interchanges list.

7. Select Ok to leave the Interchanges window.

8. Select Yes to the dialog that states "Warning XXXXX Is not in the inventory would you like to add # of #?"

   1. Verify the newly added Inventory item is shown in order to edit and add details to the item.

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

DESCRIPTION: 

Bug 11675 - Creating new part from interchange - if you say NO to create the part it wipes out all the interchanges

APPLICATION:  PTM Vision/Inventory/Interchanges

PROBLEM SUMMARY:  When a Non-Inventory part is added to the Interchanges list, and a user chooses not to add the Part to inventory, the Interchanges list was being cleared and the part with being Interchanged to itself.

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

**Must use a Part that already has interchanges.

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

1. Access PTM Vision.

2. Select I. Inventory.

3. Select F11. Interchanges.

4. In the Part# field, enter a Non-inventory part#.

5. Enter a Part Desc.

6. Select Ok to save part to Interchanges list.

7. Select Ok to leave the Interchanges window.

8. Select No to the dialog that states "Warning XXXXX Is not in the inventory would you like to add # of #?"

   1. Verify the Non-inventory item has been removed from the list, and the Interchanges list has not been altered in any way.

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

DESCRIPTION: 

Bug 11677 - Open Orders: The Price field on Closed Orders can still be edited

APPLICATION:  PTM Vision/Open Orders

PROBLEM SUMMARY:  Open Orders: The Price field on Closed Orders can still be edited

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

N/A

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

1. Access PTM Vision.

2. Select O. Open orders.

   1. Any order type works for testing purposes.

3. Select F11. View Open/Closed orders.

4. Select and open a closed order.

   1. Verify the Price field is not editable.

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

N/A

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

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=6_6_1_password_protection_for_closed_orders

DESCRIPTION: 

Bug 11689 - Discount date is not recalculated when entering a payable via Purchase Order receiving screen

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Discount date is not recalculated when entering a payable via Purchase Order receiving screen

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

**Need to use a Vendor that is setup with a Discount date/terms/percentage.

**If not applying Purchase orders to Accounts Payable, no testing is required.

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

1. Access PTM Vision.

2. Select P. Purchase Orders.

3. Select a Purchase order that has a Vendor setup with Discount terms and a Discount date.

   1. NOTE: If no Purchase orders exist, a new one may be created for testing purposes.

4. Line up on the Purchase order and select O to order.

5. Select Yes to the dialog that states “Would you like to create a Purchase order for XXXX?”

6. Select R to receive Purchase order.

7. Select Yes to the dialog that states “Would you like to go into receiving mode?"

8. Select F8 to Process the Purchase order.

9. Select Yes to the dialog that states “Continue receiving Purchase order?”

10. Select Yes to the dialog that states “Would you like this invoice applied to your payables?”

    1. Note: If using feature 4,20, the dialog message above may not appear and the Payables window is shown without intervention.

11. Once in the Payables window, enter a valid Invoice number.

12. In the Invoice date field, change the date to a prior date.

    1. Verify the Discount date is changed to reflect the discount terms set for the Vendor.

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

4, 20 - Force update payables in Purchase Orders.

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

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