APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Issue with freight cost on the report : RFA / by name

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

N/A

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

1. Access PTM Vision

2. Select R. Report

3. Select F. Order Reports

4. Select Q. Category and select a Category

5. Select B. Report by Date

6. Enter a valid date range

7. Select C. Workorder Closed Date

8. Select P. Preview

9. Select N. WO Profit Parts-Labor-Total Net and %

10. Select No to the dialog that states “Show direct labor cost on this report?”

11. Select Yes to the dialog that states “Show freight separate on report?”

    1. Verify the woprof_frt report is shown

    2. Verify the Freight has is one separate line and has not been combined with any other totals on the report

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When editing the Qty and Back Order Qty of a Stocking part from the Item details window, the Quantities displayed on the dialog are incorrect

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Enter Customer account information

4. In the Input field, enter a stocking part number with no current in stock quantity

   1. Note: This should trigger a back order

5. Line up on the part and select F4. Edit

6. In the Sold qty field, enter 2

7. In the BO Qty field, enter 4

8. Select Ok

   1. Verify a dialog message is shown that states “Backorder qty of 4 is greater than the quantity to be sold 2, Would you like to add to Inventory?”

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

N/A

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

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

APPLICATION: PTM Vision/Mobile Tools Menu

PROBLEM SUMMARY:  Need to remove the Alltrim from the column header in the Electronic Invoices popup

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

N/A

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

1. Access PTM Vision

2. Select Mobile/Mobile Users

   1. Note: This feature may be password protected

   2. Verify the first column header states Techno

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

• Mobile Inventory Module

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  GST is not rounding correctly on the Receiving report

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

**Must have GST Tax setup; if not using GST Tax, no testing is required**

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Apply a stocking part to the Purchase order

5. Select O. to order

6. Select R to enter Receiving mode

7. Select F8. Process

8. Select Yes to the dialog that states "Would you like to add GST to Order?"

   1. Verify the correct Percentage and Cost are shown on the top of the dialog message

9. Select Yes to apply this to payables

10. Once the Receiving report is shown, verify the GST Tax item has been applied correctly

    1. GST Tax applied should match what was shown on the dialog message from above

11. Exit the report

12. Exit Purchase orders

13. Select V. Vendors

14. Select the same vendor used for the Purchase order above

15. Select F8. AP

16. Locate the Payable in the list and select F4. Edit to view the transaction

    1. Verify the same GST Tax amount has been applied to the General ledger for the Vendor

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

N/A

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

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

APPLICATION: PTM Vision/ Inventory, Open Orders, and Purchase Orders

PROBLEM SUMMARY:  Fees need to take into account Measured items and Standard Packaging functionality when being applied to an Invoice or a Purchase Order

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

**Need to have a Measured item and/or a Standard Packaging item with a Fee applied setup in PTM Vision prior to testing***

• Setting up Standard Packaging/Measured item with a Fee -

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and locate a current item setup with Standard Packaging functionality

4. Select the Fees button

5. Select F2. New

6. Select Yes to the dialog message that states “Would you like to copy one of the existing fee templates?

7. Select a Fee template and select Ok

8. Enter an Amount, select the Taxable/NonTaxable checkbox depending on part preference, and enter a Description

9. Select the Affected by Measure checkbox

   1. This is what affects how the fee is applied to an Invoice or a Purchase order

   2. NOTE: If the the Standard Packaging/Measured item does NOT need the fee split by the measure when on a Purchase Order, select the Ignore StdPkg on PO checkbox; this applies the Fee charge to the PO only once and does not split the charge by how the item is measured
       

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

• Applying a Standard Packaging/Measured item with a Fee to an Open Order -

1. Access PTM Vision

2. Select O. Open orders

3. Select F2. New

4. Enter the Customer Account information

5. In the Input field, enter a Standard package/Measured part with a Fee

   1. Verify the Fee is applied appropriately to the order depending on how the measure of the part has been setup in Inventory

• Applying a Standard Packaging/Measured item with a Fee that is being applied to a Purchase Order -

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. In the Linepart# field, enter a Standard packaging/Measured part with a Fee setup to be applied to the Purchase order depending on the measure of the inventory item

5. Select Ok to save the Purchase order

   1. Verify the Total being applied to the Purchase order includes the correct Fee

• Applying a Standard Package/Measured item with a Fee that is being Ignored to a Purchase Order -

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. In the Linepart# field, enter a Standard packaging/Measured part with a Fee setup to be ignored on the Purchase order

5. Select Ok to save the Purchase order

   1. Verify the Total being applied to the Purchase order does NOT include the Fee charge

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

N/A

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=fees_and_surchages_database