APPLICATION: PTM Vision/Customer File, Vendor File, and/or Inventory file

PROBLEM SUMMARY:  When Shift+F12 is used to Exit Data Files in Vision, and you were just in the Customer/Vendor/Inventory file searching for records, when Cust/Vend/Inven is opened again, the previous record is shown first

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

N/A

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

***Customer File***

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search and select a Customer from the list

4. Select Shift+F12 or the Exit button on the Vision sidebar menu

   1. Verify the last record accessed in the Customer file is NOT shown and the list being populated is back to its initial record

***Vendor File***

5. Access PTM Vision

6. Select V. Vendor File

7. Select F10. Search and select a Vendor from the list

8. Select Shift+F12 or the Exit button on the Vision sidebar menu

   1. Verify the last record accessed in the Vendor file is NOT shown and the list being populated is back to its initial record

***Inventory File***

9. Access PTM Vision

10. Select I. Inventory File

11. Select F10. Search and select an Inventory item from the list

12. Select Shift+F12 or the Exit button on the Vision sidebar menu

    1. Verify the last record accessed in Inventory is NOT shown and the list being populated is back to its initial record

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

N/A

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

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

APPLICATION: PTM Vision/Reports/Inventory

PROBLEM SUMMARY:  Error running report to find items in inventory with low margins

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select A. Inventory

4. Select W. Price @ Margin Report (P#-Desc-Cst-Wsl-Flt-Ret-List @ Margins)

5. Select O. Options

6. Select T. Report Low Margin

7. Select C. Low Margin Retail

8. Select Ok to accept the Default Margin Amount

9. Select P. Preview to generate the report

   1. Verify no error occurs and the Price and Margins report is shown

<<------------*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 an order is set to Rebill and No is selected on the Setup Recurring Billing dialog, the Recurring billing setup was still being shown

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Work/Sales order tab

4. Select F2. New

5. Enter in Customer account information

   1. NOTE: Customer should not already be setup for Recurring billing for testing purposes

6. Set the order Terms to Rebill

7. Select No to the dialog box that states "This order has terms set for recurring billing. Setup billing now?"

   1. Verify the Recurring billing setup is not shown

   2. Verify the Terms field is returned to its original value

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders (Order Forms)

PROBLEM SUMMARY:  When using the order_fee form when printing Work Orders, the shop supplies / other totals where not shown

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

**Form**

1. Select U. Utilities

2. Select J. System Setup

3. Select H. Form setup

4. Select C. Order Setup

   1. Verify you have the Vision CC Fee Order form

5. Select X. Exit

6. Select Yes to the dialog that states “Would you like to save all changes?”

**Set Form to Work Order**

1. U. Utilities

2. J. System Setup

3. E. Printer Codes/Invoices setup

4. Line up on Workorders and select F4. Edit

5. Set the Form field to 0 and press Enter to open the Form selection popup

6. Line up on the Vision CC Fee Order form and press Enter to select

7. Select X. Exit

8. Select Yes to the dialog that states “Would you like to save all changes?”

**Setup Shop Supplies Charge**

1. Select U. Utilities

2. Select J. System Setup

3. Select C. Invoice #/Workorder #/P.O. #/Interest %/Shop Rate/Discount

4. Select Ok

   1. Do not change any options on the Starting Number setup

5. Set the % OF CHARGE ADD TO W.O. to 10%

6. Select Ok to save

7. Select X. Exit

8. Select Yes to the dialog that states “Would you like to save all changes?”

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

1. Access PTM Vision

2. Select O. Open orders

3. Select the Work Orders tab

4. Select F2. New

5. Enter in Customer account information

6. Set the order terms to CASH-CC

7. In the Input field, enter a Linepart number

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

9. Select Yes to the dialog that states ‘Are you sure you want to Print and bill this order?”

10. Select C. Pay $XXX.XX by CC

11. Enter in CC information and select Ok

    1. Verify the Shop Supplies/Other field cost is shown on the Order form

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

N/A

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

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

APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  941 and 1099 Tax Form Updates for 2019

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

N/A

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

**941 Form**

1. Access PTM Vision

2. Select A. Accounting System

3. Select G. Payroll System

4. Select H. Prepare/Review 941

5. Enter in the Quarter needed

6. Select Ok to use the entered date range, or change date range, if needed

7. Select A. Print 2019 941

8. Select Yes/No to the dialog that states "It is recommended that you read through and utilize the IRS 941 instructions while using this utility. Would you like to review now?"

   1. If Yes is selected, the IRS website is accessed with the 941 tax form regulations

9. Select F7. Print

10. Select A. Print Page 1 of 941

    1. Verify the Dates are correct on the form

    2. Verify the Rev dates are correct if the IRS made any changes to the form

11. Select the Exit icon to leave the report window

12. Select B. Print Page 2 of 941/A. I am a monthly depositor

    1. Verify the Dates are correct on the form

    2. Verify the Rev dates are correct if the IRS made any changes to the form

13. Select the Exit icon to leave the report window

**1099 Form**

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select C. 1099 Utility

5. Select Ok to the 1099 Print Utility default popup

6. Select No to the dialog that states "Would you like to omit the employees spelled the same?"

7. On the Vendors list is shown, line up on a Vendor on the list and select F9. Tag

8. Select F8. View 1099

9. Select F7. Print

   1. Verify the dates on the form match the date for 2019 year

10. Select the Exit icon to leave the report window

11. Select Ok to exit the Edit 1099 utility

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms

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

APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  1099 Report date incorrect

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select C. 1099 Utility

5. Select Ok to the 1099 Print Utility default popup

6. Select No to the dialog that states "Would you like to omit the employees spelled the same?"

7. On the Vendors list is shown, line up on a Vendor on the list and select F9. Tag

8. Select F7. Print

9. Select B. Report 1099

   1. Verify the Date at the top of the report is correct

10. Select the Exit icon to leave the report window

11. Select Ok to exit the Edit 1099 utility

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms