APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When a Customer account is deleted, we need to make sure to also remove any associated Customer Accounts

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

****Customer Accounts are used to setup access to PTM Vision Integrations; no testing is required if not using any of the available PTM Vision Integrations****

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

1. Access PTM Vision

2. Select C. Customers

3. Select F10. Search and enter a Customer name

   1. Note: This Customer will be deleted. Please make sure this is not an issue prior to deleting; A test Customer can be created, if needed

4. Select F9. More

5. Select the Accounts button

6. Select F2. New

7. Enter in a Type, Account, and select Ok

   1. None of the information input into the fields matter for testing; any values can be used

8. Once an Account is added, return to the Customer main screen

9. Select F5. Delete

   1. Verify the Customer is deleted without error

<<------------*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/Open Orders and Inventory

PROBLEM SUMMARY:  Removing a Serialized part from an order without saying Yes to the Return prompt is not untagging the part, making it no longer visible in the list of items for sale

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

1. Access PTM Vision

2. I. Inventory

3. F2. New Inventory Item

4. Enter in a Linepart number, Desc, Qty, Min/Max, Weight, Vendor, Memo of # (Serial), GL#, Tax, and Cost

5. F4. Edit

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Select Kit is added to an order that contains a K Memo Kit within it, we are exploding the parts onto the order for the K Kit when we should not be

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

• Need to have an N Memo Kit created with a K Memo kit listed as one of the parts in the N Memo Kit

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

1. Access PTM Vision

2. O. Open Orders (Shift + F1)

3. F2. New Order

4. Enter Customer account number

5. In the Input field, enter an N memo Kit Part number

   1. Verify the Kit Parts list is shown

6. Select F9. Select All

   1. Verify if any parts need to be back ordered, the correct prompts are shown

   2. Verify the  K Memo Kit is listed as only 1 line item and not exploded onto the order listing all parts with the K Kit

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When asked to Update Cost with pricing found in Price file, answering No is still updating the Cost on the Purchase order with what is found in the Price file

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

**Must have a part setup in the Price file that is not in the main Inventory!

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

1. Access PTM Vision

2. P. Purchase Orders

3. F2. New PO

4. F10. Search

5. F9. Inv/Pri

6. Exit the Search field and type in an Inventory item that exists only in the Price file and not inventory

7. Add a Description, Qty and Cost

   1. NOTE: Cost MUST be different than what is listed on the part in the price file!

8. Select Okay to create the PO

9. O to order the part

10. F4. Edit

11. Tab to the Qty field

12. Select No to the prompt that states "Update cost pricing with XXXX?"

    1. Verify the Cost and Vendor are not updated

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 7,31 to turn off Adjustments for Deposits went missing after version 2.1.1083

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 7,31

   1. Verify the feature is shown

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

• 7,31: Percent Adjustments for Deposits created in the different month

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When using Ctrl+X/Alt+F2 to move parts to a different order and those parts are back ordered, we are not moving the back order to the new order

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

N/A

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

1. Access PTM Vision

2. O. Open Orders (Shift + F1)

3. F2. New Order

4. Enter Customer account number

5. In the Input field, enter a Non-inventory part number

6. Select X when the Search popup is shown

7. In the Item details window, enter a Description, Qty and Cost

8. Select Ok to add the Part to the order

9. Back order part, if prompted

10. Line up on the Non-inventory part and select Ctrl+X

11. Select Alt+F2 - Verify a dialog is shown stating "X items found to move"

    1. Verify the Move Marked item popup is shown

12. In the Move Marked item popup, enter the Order type, Order Number, and check the box to Remove Item(s)

    1. Verify the item is removed

13. Select Yes to the dialog that states "Would you like to view Order XXXX" - Verify the correct order is displayed and the part is shown

    1. Verify the part is still shown on BO

14. Select F11. PO

    1. Verify the PO's that were attached to the items from the other order have been properly moved to the new order

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

N/A

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

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