APPLICATION: PTM Vision/Find

PROBLEM SUMMARY:  An error occurs when in Find utility and F9 More/F10 Units is selected

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Using the mouse, select the Ok button to close the Open order window

4. From the Toolbar on the left, select using mouse Shift F10 - Find

5. Select the F9 More using the mouse

6. Select F10 Unit using the mouse

   1. Verify no error occurs

   2. Verify the Unit's list is shown for ALL customers

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=10_find

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Search History Feature for Non-Inventory items is not bringing in cost / selling prices

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

**Must have all the features list active in order for testing to work properly**

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Sales order tab

4. Select F2. New

5. Enter in Customer account information

6. In the Input field, enter a Non-Inventory part number

7. When the Search box is shown, select X on the keyboard to create the part

8. Enter a description, Cost, Selling Price, and a List Price

   1. Details entered here need to be verified later in the testing process

9. Select No to back order the part

10. Select Alt+F7 to Print bill and Close the Order

11. Select O. Open orders

12. Select the Sales order tab

13. Select F2. New

14. Enter in Customer account information

15. In the Input field, enter the same Non-Inventory part number as used in step 6

16. When the Search box is shown, select X on the keyboard to create the part

17. Select Yes to the dialog message that states "This part was found in the sales history for another customer, would you like to retrieve last pricing?"

    1. Verify the Cost, Selling Price, and List Price are all the same as the part when it was added to the initial invoice

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

• 3,25: Auto Search Part History at Point of Sale

• 3,57: Search all Accounts on Auto History Search

• 3,60: Show Full History Display on Auto History Search at Point of Sale

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

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

APPLICATION: PTM Vision/Open Orders/Ratings Review

PROBLEM SUMMARY:  Ratings Review Report: Actual Labor hours doubling on report

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

**Must be using Actual Hours/Time Clock; if not using Time Clock Module, no testing is required

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Work Orders tab

4. Access an order with Actual hours

   1. Mechanic clock in/out must be present for this report

5. Select F7. Print

6. Select A. Printing

7. Select S. Ratings Review

   1. Verify the Actual Hours are not doubled and match the Mechanic

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

• Time Clock Module: Please contact Pluss Corporation Sales Department for more information

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

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

APPLICATION: PTM Vision/Open Orders/Sales Orders

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

**Customer used must have Shipping addresses setup in the Customer File

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter in Customer information

6. When prompted, Select F6. ShipList

7. Select a Ship-to address and select Ok to add to the Order

8. In the Input field, enter a Non-Inventory part number

9. Select X to create the part

10. In the Item details popup, enter a Part description and a Cost and select Ok to add to the order

11. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

12. Set a supplier, but do not add/edit a Core charge and select Ok

13. Select Yes to the dialog message "Would you like a drop ship message?"

    1. Verify the address in the dialog matches the Ship-To address on the order

14. Select Ok to the Drop Ship Information dialog window

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

• 2,14: Indicate the sales that will prompt for the Ship To information; W=Workorder, S= Sales Order, V=Vehicle Sale, E= Estimate, I=Inhouse. (Set to S for Testing)

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

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  F9 Low Qty report Qty2Ord incorrect when Instk Qty, Open Qty, and Max qty are all the same value and a PO is created for an order

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

**Set up an Inventory item with the following scenario for testing**

- Qty Instk = 3

- Min = 2

- Max = 3

- Open Qty = 3

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F9. Low Qty Report

4. Enter in the Supplier used on the Inventory item created in the setup steps, if applicable

5. Enter the Line Code used on the Inventory item created in the setup steps

6. Select Ok to generate the report

7. Select X. Current Inventory

8. Locate the item from the setup instructions in the report

   1. - Verify the Qty2Ord field has a value of 3

      1. Qty2Ord = Max - ( InStk Qty - Open Qty)

9. Locate any other item(s) displayed in the list and

   1. Verify the Qty2Ord is correct

   2. Verify is the Qty2Ord is edited, the edited Qty is ordered and not the suggested original Qty

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  Estimates prompting for On Credit Hold Customers and should not be

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

**Must have a Customer whose account is at least 60-90 days past due

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Estimates tab

4. Select F2. New

5. Enter a Customer account number that is at least 60 to 90 days past due

   1. Verify no prompt is shown for an On credit hold and the Estimate terms stay as ESTIMATE

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

• 5,4: Prompt Credit Hold on Past 60 Customers

• 5,3: Prompt Credit Hold on Past 90 Customers

• QCLIMIT: Credit Limit Password

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Credit On Hold prompt shown twice when closing an order for a Customer with a Credit Hold

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

**Must have a Customer whose account is at least 60-90 days past due

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Sales or Work order tab

4. Select F2. New

5. Enter a Customer account number that is at least 60 to 90 days past due

6. Select A. Continue as Charge Sale

7. Enter Credit level password

8. In the Input field, enter a Linepart

9. Select Alt+F7 to Print bill and Close the order

10. Select A. Continue as Charge Sale

11. Enter Credit Level password

12. Select Yes to continue closing the order

    1. Verify the Password prompt is not shown again and the order is closed

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

• 5,4: Prompt Credit Hold on Past 60 Customers

• 5,3: Prompt Credit Hold on Past 90 Customers

• QCLIMIT: Credit Limit Password

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:   Sales report for a date range is displaying the incorrect qty sold and times sold per part

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Part/Labor Sales

4. Select A. Current Parts

5. Select A. By Line or Part number/Code

6. Enter a Line/part number in the field and select Ok to continue

7. Select I. Summary by part Number (Sold/On Hand)

8. Select Yes to the dialog message that states 'Show Descriptions?"

9. Select J. From Date to Date

10. Enter a valid date range and select Ok to continue

11. Select yes to the dialog that states "Closed Dates"

12. Select P. Preview Report

    1. Verify the Times Sold and the Quantity sold are correct for the selected Date range

       1. This can be verified by comparing the Part's ITRANS report to the

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

N/A

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

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