APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When in F10. Search, an error occurs when CTRL + Backspace key is pressed

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Using the Mouse, click into the Search box

5. On the Keyboard, select Ctrl+Backspace

   1. Verify no error occurs

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Open Orders: Order goes blank after escaping several opened Windows

<<-------------------------------------*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 a Stocking part with quantity in stock

6. Select F11. PO

7. Select Yes to Show all Purchase Orders

8. Line up on a Purchase order and select F4. Edit

9. Select the Fees button

10. Using the Esc key on the keyboard, exit all the way back to the open order

    1. Verify the Customer account information has not been removed from the open order

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Fee type printing on the Invoice (A and B Copy)

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

**Must have an Inventory item setup with a Fee for testing; If not using the Fee system, no testing is required**

<<--------------------*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 a Part number setup with a Fee

6. Select F6. Options

7. Select A. Printing

8. Select B. View/Print Copy

   1. Verify the Fee type is not shown on the Invoice

9. Exit the Invoice copy

10. Select Alt+F7. Print/Bill/Close

11. Once the order is closed, access the printed Invoice

    1. Verify the Fee type is not shown on the Invoice

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When feature 3,30 is active and a new PO is created, when a search is done for a part but you cancel out of the search box without searching, an error occurs

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Order

3. Select F2. New PO

4. Using the MOUSE, select the search drop down

   1. Verify the Search field is blank at this point

5. Using your MOUSE, select the Cancel button on the Search box

   1. Verify no error occurs and the Purchase order is shown

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

• 3,30: Join All Sub-inventories During Searches

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

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

APPLICATION: PTM Vision/Utilities/System Features

PROBLEM SUMMARY:  Feature 3,65 is spelled incorrectly - Need 'Iventory' changed to 'Inventory'

<<-------------------------------------*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 3,65

   1. Verify Inventory is spelled correctly

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

• 3,65: Mark Inventory Pulled On Invoice Close Date

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

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

APPLICATION: PTM Vision/Utilities/System Features

PROBLEM SUMMARY:  Feature 3,40 is spelled incorrectly - Need 'Imediately' changed to 'Immediately'

<<-------------------------------------*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 3,40

   1. Verify Immediately is spelled correctly

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

• 3,40: Mark New Orders to Pull Parts Immediately

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using Ctrl+X and Alt+F2, Vision is allowing users to move parts/labor to Closed orders

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

   1. DO NOT back order part, if prompted

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

10. Select X when the Search popup is shown

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

12. Select Ok to add the Part to the order

    1. DO NOT back order part, if prompted

13. Line up on each of the Non-inventory parts and select Ctrl+X

14. Select Alt+F2

    1. Verify a dialog is shown stating "X items found to move"

    2. Verify the Move Marked item popup is shown

15. In the Move Marked item popup, enter an Order type and Order Number for an order that is CLOSED, and DO NOT check the box to Remove Item(s)

    1. Verify you are returned to the order without moving any parts

    2. Verify if the Remove parts checkbox was selected, the parts are not removed

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:   Fees are being back ordered when converting an estimate to a Work Order

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

**Must have an Inventory item setup with a Fee in order to test; If not using the Fees system, no testing is required**

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Enter Customer account number

5. Select F2. New

6. In the Input field, enter a Part number that has a Fee

7. Exit the Estimate

8. On the Open Orders window, select F6. Options

9. Select C. Convert

10. Select Ok to the Convert dialog

11. Select All to the dialog that states "Would you like to backorder all low quantity items?"

12. In the Recommended Qty field, enter a Qty of 1 on the first dialog popup

13. Select Ok

    1. Verify the Fee Line item is not triggered to Back order at this point

14. Once returned to the newly created Work Order, verify the Fee line item still holds its ordered quantity and has not been back ordered

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/Backup System

PROBLEM SUMMARY:  Add Emplog.000 to XY / Vision Backup

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select A. Compressed Backup Only

5. Once the Compressed backup has completed, access the PTM Vision directory

   1. Locate the Zip file for the backup, and verify the Emplog.000 file has been included in the backup

6. Exit the directory and return to PTM Vision

7. Select U. Utilities

8. Select L. Backup System

9. Select B. Complete Backup

10. Once the Complete Backup has completed, access the PTM Vision Directory and locate the Backup folder

    1. Verify the Emplog.000 has been included in the Backup folder and has not been removed from the daysOfTheWeek.zip file included in the Full backup

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

N/A

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

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

APPLICATION: PTM Vision/Branching

PROBLEM SUMMARY:  Inventory being synced between branches were not showing up correctly in the other branch

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

***Testing required if using Outer Branching in PTM Vision; otherwise, no testing is required as no changes have been made to core PTM Vision functionality***

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

1. Access PTM Vision in the Branch that has the ability to sync inventory to other branches

2. Select I. Inventory

3. Select F2. New

4. Enter in Part details and select F4. Edit to save

5. Exit Inventory

6. Access PTM Vision in the Branch that is receiving the parts

7. Select I. Inventory

8. Select F10. Search and enter the Part number added in the other Branch

   1. Verify the Part is shown and the correct fields have been synced to the other branch

      1. Note: Fields synced are setup in Feature 1,57

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

• 3,23: Allow PTM Vision to Connect to Plussnet

• 1,57: Remote Branch Syncing Field List for Inventory

• 3,7: Sync Inventory Between Branches

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

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