APPLICATION: PTM Vision/Customer File

 

PROBLEM SUMMARY:  When adding a recipient to an email from the Customer file, we are getting stuck in the Contacts popup

 

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

***Testing only required if using the PTM Vision integrated ECM Features; otherwise, no testing is required***

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

1. Access Vision

2. Select C. Customer File

3. Select F9. More

4. Select F9. Contacts

5. Select F6. Send Message

6. Select the Add Recipient button

7. Select B. Add recipient from another account

8. Select a different customer

   1. Verify selecting the Ok button adds the email address to the form

   2. Verify using the Esc key does not add the email address to the form

9. Select the Add Recipient button

10. Select B. Add recipient from another account

11. Select a different customer

12. Select F10. Search and enter an email address that would yield results

    1. Verify selecting the Ok button adds the email address to the form

    2. Verify using the Esc key does not add the email address to the form

 

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

• 12, 1: Integrated ECM Features

 

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

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

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Remove 0 omit prompt from Select kits

 

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

***Must be using Select Kits in Inventory; otherwise, 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 Select Kit part number

6. When the Kit window is shown, line up on the LAB item and press Enter

   1. Verify the Times Applied dialog is shown

7. Enter a value in the Times Applied dialog

   1. The value entered here is multiplied by the Hours Required setup on the Labor Operation in Inventory

8. Select Ok to add the Labor operation

   1. Verify the Labor operation is added to the Work order and the value has been properly calculated

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Customer File

 

PROBLEM SUMMARY:  AR TO AP credit offset entries allowing for duplicate invoice numbers

 

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F9. More

4. Select F4. Edit

5. In the Vendor Code for Warranties, enter a Valid Vendor code

6. Select F4. Edit to save

 

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F12. Credit

4. Select Ok to the Crediting Customer phone number dialog

5. In the Check/Memo field, enter AR / AP OFFSET

   1. Include the spaces, just as it is

6. Enter an Amount to credit and select Ok

7. Select F8. Process

8. Select Yes to the dialog that states "Press (Y) to  build credit record for $XXXX.XX?"

9. Select Yes to the dialog that states "Would you like to credit payables for vendor XXXX?"

10. Select a salesman by double-clicking on a name in the list

11. Select No to the print receipt dialog

12. Select No to the document/checks scan dialog

13. Select Ok

14. Select F8 - Ar.

    1. Verify the Offset has been created

15. Select F12. Credit

16. Select Ok to the Crediting Customer phone number dialog

17. In the Check/Memo field, enter AR / AP OFFSET

    1. Include the spaces, just as it is

18. Enter an Amount to credit and select Ok

19. Select F8. Process

20. Select Yes to the dialog that states "Press (Y) to  build credit record for $XXXX.XX?"

21. Select Yes to the dialog that states "Would you like to credit payables for vendor XXXX?"

22. Select a salesman by double-clicking on a name in the list

23. Select No to the print receipt dialog

24. Select No to the document/checks scan dialog

25. Select Ok

    1. Verify the Duplicate Invoice dialog is shown and the user cannot continue until the Invoice number is changed

 

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

N/A

 

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

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

Bug 11900 - Customer File: AR TO AP credit offset entries allowing for duplicate invoice numbers

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When adding an item to an order that exists in the Price file, and you choose not to move to Inventory, an error is occurring (PlussNet related)

 

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

***If not using Plussnet features, no testing is required***

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

1. Access PTM Vision

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

3. Select Sales Order

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a part number that exists only in the Price file and not in inventory

7. Select No to the dialog that states " Found in Prices XXXXXXX Move to Inventory?"

8. Double-click or press enter on the part that is shown in the Search popup that is shown

   1. Should be lined up on the item that was entered

9. Do not change the Qty value and just click Ok

   1. Verify no error occurs

 

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

• Pluss Commerce: 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