APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When an Inventory part that is setup in Inventory with a Core Charge but no Core part actually exists in inventory is added to an order from a Purchase order, we are applying two core parts and two core returns on the order

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. F10. Search and locate an existing part that is priced with a core but the COR part does not actually exist in Inventory

5. Select the Refer dropdown and select A. Sales order

6. Select an existing sales order or create a new order

7. Select Ok to add the PO

8. Enter 1 for the Core return and select Ok

9. O to order the part

10. R to receive the part

11. F8 to process the PO

12. Exit PO's and access Open orders

13. Locate the order to which the part was added

    1. Verify there is only one Core part and one Core Return shown 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=purchase_orders

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Remove the Replace Data feature from ALL Grid Search areas accept the Edit Inventory Utility in Inventory

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

***The Replace Data Tool exists in ALL Grid Search area’s of PTM Vision and is now Password Protected from use**

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

1. Access PTM Vision

2. Select O. Open Orders

3. Right Click on the Column header Orderno

4. Click the Replace Data icon

   1. Verify the System Admin Password popup is shown

   2. Verify entering the System Admin password allows the user to continue to use the Replace Data tools

5. Exit Open Orders

6. Access I. Inventory

7. Select F10. Search

8. Right Click on the Line Item # column header

9. Click the Replace Data icon

   1. Verify the System Admin Password popup is shown

   2. Verify entering the System Admin password allows the user to continue to use the Replace Data tools

10. Exit the Inventory Search and select Ctrl+E

    1. Verify the Editing Inventory File window is shown

11. Right Click on the Partno Column header

12. Click the Replace Date tools icon

    1. Verify the System Admin Password dialog is NOT shown

    2. Verify the Replace Key Data popup is shown

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

N/A

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Labor Code does not display in the Time clock login screen as its titled to display

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

**Must be using the Time Clock features of Vision; Otherwise, no testing is required**

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech to use

4. Select the Job Codes tab

5. Select New Labor

6. Select Yes to the dialog that states "Do you want to select from existing labor codes?"

7. Select the Search button

8. Line up on a Lab code and select Add

9. Select Yes to the dialog that states "Do you wish to save this operation to the work order?"

10. Exit the Work order

11. Select the Job Codes tab

12. Line up on the Labor code and select the Log in button

    1. Verify on the Login tab, each Labor code added has the Lab Code displayed

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

• Time Clock Integration: Please contact Pluss Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_8_timelock___time

APPLICATION: PTM Vision/Open Order

PROBLEM SUMMARY:  When using Ctrl+X/Alt+F2 to move a part to another open order, if you choose to view the order the part was moved to, the Ok button becomes unusable

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Stocking part with quantity in stock

7. Line up on the part and select Ctrl+X

8. Select Alt+F2

9. On the popup window, change the Order # to another open order and check the Remove item box

10. Select Ok on the window

11. Select Yes to view the order

    1. Verify the Ok button can be selected

    2. Verify the Esc key can be used to exit 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=move___copy___create_new_order

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When adding an item to an order from the Price file and feature 3,30 is active, an error occurs

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

**If not using Multi-Store inventory, no testing is required**

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

1. Access PTM Vision

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

3. Select the Sales Order tab

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. Select Ok to the Searching Inventory dialog

   1. Verify no error occurs and you are taken to the MultiStore window

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

• 3,30: Join all Subinventories during searches

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

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Acquisition report only shows the original trade in date and info on a sold trade if trade was processed more than once

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

***Testing only required if using the Vehicle Sales Module; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and enter a Part number that was traded in and then sold

4. Select F7. Print

5. Select W. Acquisition

   1. Verify the Sold date is shown correctly

   2. Verify if the Trade was processed more than once, the correct date is shown for the Sold date

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

• Vehicle Sales Module: Please Contact Pluss Sales Department for more Information

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

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

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/Purchase Orders and Accounting/Chart of Accounts

PROBLEM SUMMARY:  Issue with blank GL account being built in COA automatically when Purchase order is received and processed

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

***Testing only required if using the Merchandise Purchase Accounting System; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Select F10. Search and search for an Inventory part that has a GL# set in the Inventory file

5. Enter a Qty, and a Vendor, if needed

6. Select Ok to create the Purchase Order

7. Select O to order the part

8. Select R to receive the part

9. Select F8 to process the PO

10. Select Yes to the dialog that states "Would you like to apply to Payables?"

11. Enter a Valid Invoice number and select Ok to continue

12. Exit Purchase orders

13. Select A. Accounting System

14. Select D. Chart of Accounts

15. Locate the General Ledger account used on the Purchase Order

    1. Verify the correct GL has been updated with the correct amount

    2. Verify a blank GL account has not been created at the top of the Chart of Accounts

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

N/A

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

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

APPLICATION: PTM Vision/Accounting System/Accounting Utilities

PROBLEM SUMMARY:  IIF Import: Suspense amounts are not carrying over from the first suspense to the next one

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

N/A

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

1. Access PTM Vision

2. Import an IIF file with Suspense amounts

3. Map the file correctly

4. Go into the adjustment journal

5. Go to the first suspense account 

6. It should balance out with a 499 gl added at the bottom

7. Go to the next suspense account 

   1. Verify the 499 amount from the last import has been added to the top

   2. Verify the accounts are in balance

   3. Verify a letter is shown next to the Adjust No. dropdown

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

• 5,61: IIF Import Path - This path is used by the Payroll IIF Import. The Import will look in this directory for IIF files to import

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When exiting the Template Editor, focus is lost, making the buttons unusable

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New Inventory Item

4. Enter in a Part Description, Qty, Min/Max, Vendor, a Memo of @, and a Cost

5. Select Ctrl + T to access the Template Editor

6. Create the Template

7. Select F8. Input to verify the Template looks correct

8. Select Ok to save the Template

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Locate an Inventory item with a Template memo

5. Select Ctrl+T to access the Template editor

6. Select F8. Input

7. Select the Esc key on the keyboard twice

   1. Verify the Inventory options buttons are available and focus has not been lost

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=2_4_9_forms_and_templates