APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When cancelling out of the Price import file chooser window, an error is occurring

<<-------------------------------------*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 and open an existing order

4. Select F6. Options/B. Utilities/D. Import Parts

5. When the File Chooser window is shown, select the Cancel button in order to exit the window

   1. Verify no errors occur when exiting the file chooser window

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

N/A

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

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

APPLICATION: PTM Vision/Utilities

PROBLEM SUMMARY:  When accessing the Printer profiles and you select F8 Profile and Cancel from the popup, you receive a dialog message with a blank User profile name

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select D. Printer Setup

4. Select F8. Profile

5. Once the User Select popup is shown, select the Cancel button

   1. Verify no dialog messaging is shown and the Printer profile window is brought back into focus

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Add ability to filter the Deleted Parts report by Line Code, Part Number, and Description

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open an existing order

4. Select F6. Options/B. Utilities/I. Report Deleted parts

5. Once the Delete Parts report popup is shown, verify the following fields have been added:

   1.  By Line Code: Displays report based on 3-character Line Code

   2. By Part Number: Displays report based on Part Number; Can be partial Part number

   3. By Description: Displays report based on Description field; Can be partial Description

6. Enter in a Line Code in the Line Code field

7. Select Ok

8. Enter a Date range and select Ok

   1. Verify the Report has been propagated by Line Code enter

9. Exit the Report

10. Repeat Steps 3 thru 8 for each of the Conditions

    1. Verify each Report is displayed correctly depending on the conditions applied

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Parts find report not working

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select N. Customer Part Sales

4. Select A. Customer Part Sales Or Part Find

5. Enter in a Customer name or use F10. Search and select a Customer

6. Enter in From/To Dates

7. Select Ok to create the report

   1. Verify the values on the report have been propagated 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/Purchase Orders

PROBLEM SUMMARY:  Automatic reorder feature not functioning correctly when off

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 4,25

   1. Verify the Feature no longer exists in the Vision system

6. In the Search field, enter 4,6

   1. Verify the Feature exists

7. Set 4,26 to Active

   1. Note: This turns OFF auto-reordering in Purchase orders

8. Select Ok to save

9. Select X. Esc Exit

10. Select Yes to the dialog that states "Would you like to save all changes?"

11. Select U. Utilities

12. Select J. System Setup

13. Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options

14. Select N. Update Purchase Orders automatically

15. Select No to the dialog that states "Would you like automatic reorder on?"

16. Select X. Esc Exit

17. Select X. Esc Exit

18. Select Yes to the dialog that states "Would you like to save all changes?"

<<--------------------*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. In the Input field, enter an Inventory part# that would reach the set Minimum value for the part in Inventory

5. Select Alt+F7. Print Bill and Close

6. Once the order has been closed, select P. Purchase orders

   1. Verify no Purchase order has been created for the Inventory item

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

• OBSOLETE 4,25: Disable Updating Purchase Orders Automatically

• 4,6: Turn Off Auto Reorder in Purchase Orders

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_4_purchase_orders

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  If a Stocking Inventory Part with a Core charge is added to an order, but the COR part does not actually exist in Inventory, we do not create a Return PO

<<-------------------------------------*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 Sales Order tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory part with a Core charge but the COR part does not exist in Inventory

   1. Note: This scenario is unlikely and may need to be setup for Testing by adding an Inventory item with a Core charge and manually deleting the corresponding COR part

7. Enter a Core return qty of 1

8. Select Alt+F7. Print Bill and Close

9. Exit Open Orders

10. Select P. Purchase Orders

    1. Verify a Return Purchase order has been created for the COR part

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/Year End Process

PROBLEM SUMMARY:  When running the Year end utility, we are not removing Closed records dated over a year old and moving them to Archives

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

***IMPORTANT: Do not run a Year End unless intending to close out the year; this test can be run whenever a Year End is completed***

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

1. Access Vision

2. Select U. Utilities

3. Select K. File Utilities

4. Select H. End of Year Preparation

5. Enter the 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; 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. Enter a Date to use for Archiving Work Orders and Part Data

   1. Note: This date is taken from QOPTION11

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

11. 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

       1. Verify the dates are correct and correspond to the start and end dates of the new year

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

13. 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"

14. Exit Vision

15. Access Vision

16. Select O. Open Orders

17. Select the All tab

18. Select F11. View Open/Closed

    1. Verify all Orders with a Closed date prior to the date entered in step 10 are no longer shown

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

N/A

<<----------------------------*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/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Chart of Accounts is allowing duplicate GL account numbers

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F2. New

5. Enter an Account number that is the same as another GL acct# and a Description

6. Select the Ok button

   1. Verify the account cannot be added and a message is shown that states "Duplicate GL found. Please enter a different GL number"

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

N/A

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

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

APPLICATION: PTM Vision/Vendor

PROBLEM SUMMARY:  When creating a payable entry, the Due Date is using the terms set in the Discount Terms field instead of the Terms field

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F10. Search

4. Select a Vendor

5. Select F4. Edit

6. Set the Terms to 30TH and the Discount Terms to 10TH

   1. Note: Terms/Discount Terms: 10 = 10 days from the Invoice Date, 10TH = 10th of the following month

7. Select F4. Edit to save the change

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F8. Ap.

4. Select F2. New

   1. Verify the Due Date and Discount date corresponds correctly to the setup for the Vendor

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Multi-Store

PROBLEM SUMMARY:  When feature 3,30 is on, and you select F6. Options then G. Multi-Store, the Search window goes blank

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

***Testing only required if using the Multi-Store Inventory functionality; otherwise, no testing is required***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select F6. Options

5. Select G. Multi-Store

6. Line up on a truck inventory and select the Ok button

   1. Verify the search window does not go blank and all search criteria is still 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=multiple_inventories

APPLICATION: PTM Vision/Accounting/Adjustments Journal/Quickbooks Payroll Import

PROBLEM SUMMARY:   Issue with losing name and check number in account compression and issue with unprotected area that query a field that may or may not exist

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

1. Setup the path where PTM Vision will find the IIF Import Document.

2. In PTM Vision, select Utilities, System Setup, System Features.

3. In the Search box enter IIF for IIF Import Payroll path.

4. Select the Edit button and enter the path where the import file is located 

5. Select the OK button

To import the IIF Payroll file:

1. Access PTM Vision

2. Select Utility

3. Select Q - books - Excel Import/Export

4. Select Import Payroll Options

5. Select Generic IIF File.  File will import or an error message will display indicating the file could not be located in the specified path.

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

1. From PTM Vision, Select Shift F7 or A. Accounting for the Accounting Menu

2. Select E. Adjustment Journal 

3. When the Refer field is "C ####", The field name at the end of the file has been updated to “MEMO” and does not error when loaded

4. Every line item has a Name.  Check numbers are present in the “REFER” field

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

• 5,61: IIF Payroll Import Path

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a part with a core is added to two different labor operations, the second part does not prompt for a core return

<<-------------------------------------*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 Labor Operation

7. In the Input field, enter an Inventory part with a Core charge

8. Select a qty of 1 for the Core return

9. In the Input field, enter a different Labor Operation

10. In the Input field, enter the SAME Inventory part with the Core charge

    1. Verify a Core return prompt is shown

11. Enter a qty of 1 for the Core return

12. Select Alt+F7. Print Bill and Close

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

N/A

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

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