APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When Ctrl+Enter is used on a Work Order after entering a Unit # and the invoice is accessed again immediately after, the Customer account information has become editable and it should not be

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

N/A

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

1. Access PTM Vision

2. Select the Work Orders tab

3. Select F2. New Order

4. Enter Customer account number

5. Press Enter to accept the first Unit shown on the customer

6. Leave focus in the Unit# field and press Ctrl+Enter

7. Open the Work Order again

   1. Verify the Customer account information is not open for editing

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When a Back Order exists on a Closed order that was assigned a PO#, we have a chance to reopen the closed order

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

N/A

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

1. Access PTM Vision

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

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 no quantity in stock

7. Select Yes to back order the part

8. In the Input field, enter another stocking part with no quantity in stock

9. Select Yes to back order to part

10. Select F11. PO

11. Select O to order the part

12. Select R to receive on only 1 of the parts on Backorder

13. Select F8. Process to complete the Purchase order

14. Return to the Work order select Alt+F7 to Print bill and close

15. Select Ok to the Caution Back orders exist! prompt

16. When prompted, select A. Move to new Work order

17. Access Purchase Orders

18. Locate the item that was just moved to the new order

    1. Verify the Refer field has been changed to the new Order number

    2. Verify if the Refer field still has the old WO number, and the R to receive is selected, we are prompted that the Order is closed and the Reference field will be changed to STOCK/FREIGHT

    3. Verify no prompt is shown that indicates Vision is reopening the already closed 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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Add ability for Vision to remove the automatically applied Aurora line code when submitting parts to Aurora via edi

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

N/A

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

1. Access PTM Vision

2. Select the Aurora Parts and Accessories icon

3. Access the My Cart icon once logged into the Aurora site

   1. If no parts are currently in the Cart, use the GBOM utility in order to add parts to the Cart

4. Select the Pluss button

   1. Verify PTM Vision comes into focus

5. Select Yes to the dialog that states "All parts have been added to the Purchase order system. Would you like to view Purchase orders?"

   1. Verify the Purchase order(s) have been created

   2. Verify the correct supplier has been added to the PO

   3. Verify a Linecode of AUR has been placed in front of the Aurora supplied Part Number

6. Select O. Order

7. Select F7. Print

8. Select Yes to the dialog "Would you like to send this PO to Aurora?”

   1. Verify the PO is sent successfully

9. Access the PTM Vision folder

10. Locate the AURORA_EDI folder and open

    1. Verify an EDI has been created

11. Open the EDI document

    1. Verify the AUR has been removed from the front of the Part Number

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

• Aurora Parts and Accessories Purchase Order Integration : Please contact Pluss Sales Department for More Information

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

N/A

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  PTM Vision system losing focus, at times, when closing a Work Order

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

N/A

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

1. Access PTM Vision

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

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 number with quantity in stock

7. Select Ctrl + F7. View/Print Copy

8. Select Ok or Cancel to the Print dialog

9. Once the Invoice is in view, select the Mail button

10. Enter a valid email address in the Fax/email field

11. Select the Ok button

12. Once the email form is shown, select the Send button

    1. Verify the email is successfully sent and no errors/lock ups occur

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Ctrl+E Options menu item is spelled incorrectly (Edit Inventory 'Utiliitiy'/ Should be 'Utility')

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F6. Options

4. Select the Velocity Margin Popularity Manager

   1. Verify the spelling of the Edit Inventory Utility 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=inventory_option_menu