APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When logging Customer file changes, Vision was not always logging the change correctly

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

N/A

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

• Action/Expected Result: Each of the following entries are shown in the Cust.log file located in the PTM Vision directory for edits made to the main screen of the Customer File:

  • Customer Name/Customer Name

  • Address 1/Address 1

  • Address 2/Address 2

  • City/City

  • State/State

  • Zip Code/Zip

  • Country/COUNTRY

  • Contact Name/CONTACT

  • Terms/Terms

  • Last Mailing/LSTMAIL

  • Acct Type/TYPEACT

  • WO Type R/W/F/L /WTYPEACT

  • PO Req./PO

  • Mileage Rq./MILES

  • Notes/NOTE1

  • Prev.Bal./BALFORWARD

  • Stmt Date./DATE

  • High Bal./HIGHBAL

  • Tax Area/TAXAREA

  • Tax Id #/TAXID

  • Tax %/TAXPER

  • Labor Tax/TAXLABOR

  • Stmt disc%/MINPAY

  • Lst.pmt$/LPAYMENT

• Action/Expected Result: Each of the following entries are shown in the Cust.log file located in the PTM Vision directory for edits made to the F9. More screen of the Customer File:

  • Commission Salesperson name/SLSPER

  • Accts Rec Gl #/GLACCOUNT

  • Enter Commission Percentage/COMPER

  • Print Ctry/Orgin/PCOO

  • Date Created/CDATE

  • Prompt Inh/Stk#/GETINHNO

  • Shipping Zone/ZONE

  • Store/STORE

  • Branch/BRANCH

  • Default Purchase Order#/AUTOPO

  • Update History on Sales/UPDHISTORY

  • Total Cost/TCOG

  • Other Order $OORDTOTAL

  • Work Order $/WORDTOTAL

  • Sales Order $/SORDTOTAL

  • Vendor Code for Warranties/VENDR

  • Create Credit Card List/CCLIST

  • Create Signature List/SGS

  • Parts Tax Credit Percentage/TDPERCENT

  • Over Ride Discount/Charge %/DPERCENT and DDISCOUNT

  • Terms Message/TERMDISC

  • Number of Invoice Copies/CPYS

  • Customer Form #/OFORM

  • Fax Number./FAX

  • Clean#?/FAXTYPE

  • Fax/Email/Print: Orders/FEP

  • Fax/Email/Print: Statements/LSTAT

  • Email Address/EMAIL

  • Group/Ass-A/GROUP

  • A/Phone 1/PH1

  • A/Phone 2/PH2

  • Mobile/MOBILE

  • Credit Rate/CRATING

  • Approved/APPROVED

  • Credit Check/CCHECK

  • Notation/anote

  • Ship Via/SHIPVIA

  • Ship Account/SHIPACCT

  • Note 2/Note2

  • Sig Code 1/SIG1

  • Code 2/SIG2

  • Code 3/SIG3

  • Code 4SIG4

  • Code 5/SIG5

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Class Codes

PROBLEM SUMMARY:  When a class code is added to an Inventory item and it requires a Margin change, we are not correctly changing the margins

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. In the Item Number field, enter a Default Line Code

   1. ex. PLU*

5. In the Cost field, enter a Cost/Margins

   1. Note: Take Note of the Margins set on the Default Line Code

6. Select F4. Edit to Save

7. Select Ctrl + G to enter the Class Codes setup

8. Select F2. New

9. Enter in the same line code used for the default

10. Enter in a Class Name

11. Enter a Description

12. Enter in Margins that are different than the margins used on the Default Line Code

    1. Note: Take Note of the Margins set for the Class Code

13. Select Ok to save

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

1. After setup is complete, select F2. New

2. In the Item Number field, enter a Part number using the same line code setup as the default

3. Enter in a Part description, Qty, and a part Cost

   1. Once a Cost is entered, verify the Margins match the Default Line code margins

4. Select the Class code dropdown, and select the Class code created in the setup instructions

   1. Verify the Margins on the item are changed to match the Margins for the Class code selected

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Special pricing discount line qty does not increase when part qty is increased

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Enter the following part details:

   1. Part Description

   2. Quantity of 10

   3. Cost of $100

   4. Special% of .10

   5. Special Qty of 5

5. Select F4. Edit to save

6. Exit Inventory and continue on to verifying the fix

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

1. Select O. Open Orders

2. Select the Sales order tab

3. Enter in Customer account information

4. In the Input field, enter the Part number from the Setup Instructions section

   1. Verify both the Part and a DISCOUNT line have been added to the order

5. Increase the Qty of the Parent part

   1. Verify the Quantity of the Discount line is increased to match the Quantity increase of the Parent part

   2. Verify if the Quantity is increased to be over the amount of parts on special, the Discount line is not increased past the Specials quantity available

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Backorder is removed from an order, and then the order is closed with other parts on the order, we are showing the Caution, back orders exist prompt and we should not be

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

N/A

<<--------------------*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/search for a stocking part with no in stock quantity

7. Select Ok to the Back order dialog

8. Select No to the dialog message "Would you like a drop ship message?"

9. In the Input field, enter/search for a stocking part with In stk Qty

10. Line up on the Back Ordered Item

11. Select F5. Delete

12. Select Yes to the dialog that states "Are you sure you want to delete XXXXXX from this order?"

13. Select Yes to the dialog that states "An order for XXXXX was created. Remove this back order?"

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

15. Select A. Paid by Cash

16. Select Ok on the Enter Amount Received dialog

    1. Verify no dialog is shown in the closing process that states "CAUTION BACK ORDERS EXIST"

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When accessing PO history and trying to open the PO report, purchase orders is freezing and locking up

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase orders

3. Select H. History

4. Select F7. Print

5. Select B. Report Current View

   1. Verify Vision does not freeze/lock up and a dialog message is shown that states “Would you like to report Received items only?

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

N/A

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

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

APPLICATION: PTM Vision/Inventory and Open Orders

PROBLEM SUMMARY:   When adding a Key to a Special/Discount on an Inventory item is not prompting for the key at POS

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Enter the following part details:

   1. Part Description

   2. Quantity of 100

   3. Cost of $100

   4. Special% of .10

   5. Special Qty of 10

   6. Key of 123

5. Select F4. Edit to save

6. Exit Inventory and continue on to verifying the fix

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

1. Select O. Open Orders

2. Select the Sales order tab

3. Enter in Customer account information

4. In the Input field, enter the Part number from the Setup Instructions section

5. In the ‘Enter code number for Special Pricing’ popup, enter the Key code from the setup instructions

   1. Verify the part and discount line are added to the order

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

N/A

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

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

APPLICATION: PTM Vision/Inventory and Open Orders

PROBLEM SUMMARY:  When applying an item with a special % / qty to an order, it does not limit the qty when Feature 1,72 is on

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Enter the following part details:

   1. Part Description

   2. Quantity of 100

   3. Cost of $100

   4. Special% of .10

   5. Special Qty of 10

5. Select F4. Edit to save

6. Exit Inventory and continue on to verifying the fix

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

1. Select O. Open Orders

2. Select the Sales order tab

3. Enter in Customer account information

4. In the Input field, enter the Part number from the Setup Instructions section

5. When the Quantity to sell prompt is shown, enter more quantity than the available special discount items has available

   1. Verify since the Quantity is increased to be over the amount of parts on special, the Discount line is not increased past the Specials quantity available

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

• 1,72: Always prompt for Quantity when Placing Parts on Orders

  • Enabling this feature will cause a user to be prompted to enter quantity for eery single part that they place onto any type of order

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Concurrent Licensing interferes with the ability to run a payroll report

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

**Testing is only required if using Pluss Concurrent Licensing**

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

1. Access PTM Vision

2. Select R. Reporting

3. Select C. Income/Receivables

4. Select W. Format Change

5. Select L. SlS Grouping by Customer/Salesperson

6. Enter N in the By Customer Sig Definitions popup

   1. Verify the Sales Reporting menu is not shown and a Menu is shown with the following options:

      1. A. Group by Sales Person

      2. B. Group by Tax Area

      3. C. No Grouping

      4. E. Edit Categories

      5. X. Esc Exit

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

• 3,36: Set User Licensing Mode to Concurrent Sessions - Please Contact Pluss Technical Support for more Information about Concurrent Licensing

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

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