APPLICATION: PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  Non-Inventory parts on an order pull qtys from stock if that part is added to inventory before they are sold

<<-------------------------------------*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 to access the Item details

7. Enter a Part description, a Quantity of 10, and a Cost

8. Select Ok to add the part to the order

9. Select Yes to the dialog that states "You are selling a non stocking part, do you want to back order this item now?"

10. Enter a valid Supplier code and select Ok

11. Select F11. PO

12. Select O to order the part

13. Select R to receive the part

14. Select F4. Edit on the Purchase Order

15. Change the Quantity to 20

16. Select Ok

17. Select No to the dialog that states "The quantity of this back order item has changed from XX to XX. Do you also want to increase the qty back ordered on order XXXX?

18. Select F8. Process to complete the original PO for the open order

19. Before leaving the Purchase orders window, line up on the Stock PO and select R to enter Receiving mode

20. Select F8. Process

21. Select Ok to the New Item details popup

22. Exit Purchase orders and return to the original open order

23. Alt+F7. Print Bill and Close

24. Exit Open Orders

25. Select I. Inventory

26. F10. Search and enter the Part number used on the order

27. Select the Qty button

    1. Verify the Itrans has recorded all transactions, including the Non-inventory transaction

    2. Verify the Qty shown on the Inventory item is correct

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

N/A

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

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

APPLICATION: PTM Vision/Reports

PROBLEM SUMMARY:  Report using Salesperson and not Written By to generate report

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select C. Income/Receivables

4. Select G. From Date to Date

5. Enter a From/To Date Range

6. Select W. Format Change

7. Select E. Net grouped by Salesperson

8. Select B. Written by

9. Select P. Preview Report

10. Once the Report is propagated,verify the report has been created using Written by and not Salesperson

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Change "Enter number of time" prompt to use measure/UOM

<<-------------------------------------*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 Labor operation with a C (Calculated) Memo

   1. Verify a prompt is shown that states "Enter Number of Times to Apply LABXXXXXX"

6. Select Ok to continue

7. In the Input field, enter a Part setup in Inventory with a Measure and UOM

   1. Verify a prompt is shown that states "Enter the Quantity of item XXXXXXX? (UOM should be shown in the dialog text)

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

N/A

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

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

APPLICATION: PTM Vision/Open Order

PROBLEM SUMMARY:  CC-Fee not being applied to orders when Customer is set to an Exempt tax status

<<-------------------------------------*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. Select CASH-CC for the Terms on the order

   1. **Note: This must be done in order for the Credit card fee to be SHOWN on the invoice prior to processing the order; If you select, Credit card payment when closing the order, the CC-Fee dialog is shown, alerting the user that a CC-Fee of $xx.xx will be charged

5. Enter a Customer account that is set to an Exempt tax status with a Tax area % of 0%

6. In the Input field, enter a TAXABLE PART

   1. *Note: Part and Customer need to be entered in order for this test to be completed properly

   2. Verify once the part has been added, a Tax amount and CC-Fee amount are shown on the Totals

   3. Verify the CC-Fee is calculated on (Parts cost + Labor Cost + Tax Cost) * CC-Fee% = Invoice Total

7. Select Alt+F7. Print Bill and Close

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

• 5,45 Credit Card Fee: Charge Fee on Total Including Sales Tax

• 5,46 Credit Card Fee: Do Not Charge Sales Tax on Credit Card Fee

• 1,36 Credit Card Fee: Charge the Credit Card Fees to the Customer on Cash-CC

• 14,5 Credit Card Fee: Credit Card Fee % to Automatically Charge on Credit Card Sales

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_6_customers