APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  Acquisition is spelled wrong as "Aquisition" in multiple areas of the program, also Concession is spelled incorrectly as "Consession"

 

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select J. Other Inventory

   1. Verify D. Acquisition report is spelled correctly

4. Select D. Acquisition Report

5. Enter a Product line to report on

6. Enter an As Of date

7. Do not check in Old Report

8. Select Ok to generate report

   1. Verify the Report titles are all spelled correctly

9. Exit the report

10. Select J. Other Inventory

    1. Verify D. Acquisition report is spelled correctly

11. Select D. Acquisition Report

12. Enter a Product line to report on

13. Enter an As Of date

14. Check in Old Report

15. Select Ok to generate report

    1. Verify the Reports are all spelled correctly in the list

16. Select each of the following options, verifying the spelling of Acquisition and Concession

    1. A. Summary Report on Vehicle

    2. B. Detail Total on Work Orders

    3. C. Total Acquisition Inhouse/Purchase by Number

    4. D. Salvage Acquisition/Revenue

    5. E. Acquisition Totals Only

 

<<------------*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:  On Hold account being created when specific steps are followed

 

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F4. Edit

4. Select a Customer and set them to an On Hold status

   1. Located in the dropdown menu to the right of the Past 90 field

5. Select F4. Edit to save the change

6. Exit the Customer file

 

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

1. Select O. Open Orders (Shift + F1)

2. Select F2. New Order

3. Enter Customer account number

4. When the Customer that is set to an On Hold status is added to an order, verify the following dialog messages are shown

   1. This account is On Hold or Inactive. You are not allowed to start new orders for this account. Select Ok to continue

   2. Converting to an Untitled Open Invoice no Sale

5. When the Customer that is set to an On Hold status is added to an order, verify an order can no longer be created for the Customer

 

<<------------*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

 

PROBLEM SUMMARY:  Year end (MSTORE): We are not moving totals to the Last Year column in the F9 More area for MSTORE inventories

 

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

**Must be using Multi-Inventories; otherwise, no testing is required**

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

1. Access PTM Vision

2. Select U. Utilities

3. Select K. File Utilities

4. Select H. End of Year Preparation

5. Enter the PTM File Access Code

   1. A prompt is shown for the Year End designation - This box should have the 4 digit year corresponding with the beginning date of the year you are closing.

6. Click the Ok button to continue

7. Click Yes when prompted to run the year for \vision\XXXX

8. A prompt is shown;

   1. Select the following Options

      1. Backup System: Yes

      2. Zero Profits on Inventory Items: Yes

      3. Zero Quantity Sold on Inventory Items: Yes

      4. Remove Sold Vehicles from Current Inventory: Yes

      5. Redistribute Data After Year End: Yes

9. Select Ok to accept the selected options and continue the Year end process

10. After the Year End process is completed, a prompt is shown for the new system dates, Click Ok to accept the dates and continue the Year end process

    1. NOTE: The dates are auto-populated; Verify the dates are correct and correspond to the start and end dates of the new year

11. Vision will now re-index the Vision Directory and run Accounting Maintenance.

12. A report window is shown; Select the Door (Exit) Icon to close the report window to complete the Year End Process

    1. Verify a dialog message is shown that states "Year End Process is Complete"

13. Exit Vision and reopen Vision

14. Select I. Inventory

15. Select F10. Search and locate a Multi-Inventory part that has sales in the previous year

16. Select F9. More

    1. Verify the Sales for the last year have been correctly moved to the Last Year column and the Current year column has been reset to all zeros

 

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

• Multi-Inventory: Please Contact Pluss Sales Department for more Information

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_1_11_a_year_end_utility

 

APPLICATION: PTM Vision/Open Orders and Purchase Orders

 

PROBLEM SUMMARY:  Purchase Orders: When editing the description of an S/O part, an error occurs

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter S/OPART and press enter

6. Select F8. Process to add the S/O part

7. Select a Vendor and select Yes to add to a PO

8. Select F11. PO

9. F4. Edit on the PO

10. Tab to the Desc and change the description to something else and tab away

    1. Verify no error occurs and the Description is successfully updated

 

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

N/A

 

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

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

Bug 12762 - Purchase Orders: When editing the description of an S/O part, an error occurs

APPLICATION: PTM Vision and Pluss Commerce

 

PROBLEM SUMMARY:  When an order from Pluss commerce contains a back ordered part, we do not warn the customer when closing the order

 

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

**Testing required only if using the Pluss Commerce Integration; otherwise, no testing is required**

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

1. Access PTM Vision and verify in Commerce Site/Site Settings that the Allow dropship is checked

2. Select Save/Update if any changes were made

3. Exit PTM Vision

4. Access the PlussCommerce web page

5. Select Login

6. Enter Customer Account Information and select Sign in

7. Access the Parts for Sale Menu

8. Select a Part with 0 in stk qty Note: may need to access vision again if no parts listed online have 0 qty

9. Select Okay to back order dialog

10. Access the Cart and process the order

11. Access Vision and select the Commerce Invoices button

12. Select F6. Process on the order just sent from PC

13. Access O. Open orders

14. Select the New tab

15. Locate the order just processed into the system and open it - Verify the back order exists on the order and the PO exists in purchase orders

16. Select Alt+F7. Print/Bill/Close to close the order

    1. Verify that a prompt is displayed that states "CAUTION BACKORDERS EXIST ON THIS ORDER!"

 

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

• Pluss Commerce Integration : Please Contact Pluss Sales Department for more information

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce

 

APPLICATION: PTM Vision/Reporting/Order Reports

 

PROBLEM SUMMARY:  On the RF Report, the Total Cost is incorrect causing the Total Profit to be incorrect

 

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select F. Order Reports

4. Select Q. Category

5. Select Website from the dropdown and select Ok to continue

6. Select B. Report by Date

7. Enter Date range needed for report

8. Select C. Workorder Closed Date

9. Select P. Preview Report

10. Select N. WO Profit Parts-Labor-Total New and %

11. Select No to the dialog that states "Show direct labor cost on this report?"

12. Select Yes to the dialog that states "Show freight separate on report?"

    1. Verify the Total Sales, Total Cost, and Total Profit columns all total correctly

 

<<------------*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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When adding Customer acct to an order, if Ctrl and Enter is used, acct details are missing

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work or Sales order tab

4. Select F2. New Order

5. Select F10. Search

6. Line up on a Customer and select Ctrl+Enter

   1. Verify all Customer details are populated correctly on 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=open_orders_screen_

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Dialog message for adding an S/O part to an existing PO has spelling error

 

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

N/A

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

1. Access PTM Vision

APPLICATION: PTM Vision/Accounting/Deposits

 

PROBLEM SUMMARY:  Spelling error on Deposit Screen

 

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

N/A

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

1. Access PTM Vision

2. Select A. Deposit

3. Line up on a Transaction and select Y or click the Yes button

4. Select F8. Process

5. Select Yes to the dialog "Do you want this amount deposited (Y/N)?"

6. Select Ok to the Select Checking Account popup

   1. Verify on the next popup that the word Separate is spelled correctly

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  WO advisor reports do not support archive data

 

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

**If not Archiving Work Order data, no testing is required**

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

1. Access PTM Vision

2. R. Reporting

3. Select F. Order Reports

4. Select B. Report by Date

   1. Enter Date Range

5. Select Ok to continue

6. Select C. Workorder Closed Date

7. P. Preview Report

8. Select O. Salesperson Advisor

9. Select No to the dialog that states "Report by Sales person?"

10. Select Yes to the dialog that states "Include archived history?"

11. Select C. Revenues Detail

12. Access the final page of the report

    1. Verify the Totals are displayed correctly

 

<<------------*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

 

APPLICATION: PTM Vision/Open Orders and Time Clock

 

PROBLEM SUMMARY:  An issue with time / hours can occur when users use the feature to automatically distribute hours and the data is not keyed properly

 

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

**Testing only required if using Time Clock functionality to track time on Work Orders; otherwise, 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. Open an existing order that contains time entries for mechanics plus some undistributed 0 tech hours

5. Select F4. Edit on the Labor operation

6. Select Ctrl+H. 0 tech

7. Select Yes to the dialog that states “Distributes Zero tech toTechs Proportionally”

   1. Verify hours have been correctly distributed and no errors have occurred

 

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

• Time Clock

 

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

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

 

APPLICATION: PTM Vision/Accounting/Adjustment Journal

 

PROBLEM SUMMARY:  When setting up a new recurring items in the adjustment journal it does not rebuild them for the next month

 

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select E. Adjustment Journal

4. Select F2. New

5. Set the Trans Type to A for Adjustment

6. Enter an Adjustment Number

7. Enter a Name

8. Enter in the Debit/Credit accounts and amounts

9. Select Ok to save

10. Select F6. Options

11. Set Recurring to Y and enter a date

    1. Note: Date should be the Year end date of the current year

12. Exit the Adjustment Journal

 

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select D. Build Monthly Events

5. Select Yes to the dialog that states "Would you like to create events entered as recurring for the current month?"

6. Select E. Adjustment Journal

7. Page down to the bottom of the list

   1. Verify an adjustment entry has been made for the recurring event

 

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

• 3,75: Enable Recurring Billing System (Please Contact the Pluss Sales Department for More Information)

 

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

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

Bug 14878 -  Accounting: When setting up a new recurring items in the adjustment journal it does not rebuild them for the next month (HOTFIX)