APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  If more than 5 distributions exist beyond defaults on a Work Order and Warranty Copay is used, the Warranty Copay amount will be incorrect

<<-------------------------------------*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. Change the Terms to Chg (Charge) if not already

6. Enter Customer account information

7. In the Input field, enter 5 Parts/Labor/Vehicle items that are set to GL's that are not a default GL account

   1. Example of possible accounts that are not default: Freight, Federal Excise tax, Doc fees, Admin fees, Core charges, etc

8. Select Ctrl+W. Warranty Copay

9. Select the Search dropdown and select a valid Vendor

10. Enter an amount to charge in the Vendor amount field

    1. Verify the remaining amount is set in the Inhouse Warranty field

11. Select Ok to add the Copay to the Work order

12. Select Alt+F7. Print Bill and Close

13. Exit Open order

14. Select C. Customer File

15. Select F8. Ar

16. Locate the Work order and select F9. Ext

    1. Verify the Warranty amount has been applied correctly

    2. Verify all other amounts not added to a default GL have been applied correctly

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

• Warranty Copay Module: Please Contact Pluss Sales Department for more Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=3_8_warranty_options

APPLICATION: PTM Vision/Open Orders/Vehicle Sales

PROBLEM SUMMARY:  Trade in units showing a Quantity of 2 after Vehicle sale with trade is closed

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

***Note: If not using the Vehicle Sales module, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Vehicle Sales tab

4. Select F2. New Order

5. Enter Customer account number

6. Select F6. Options

7. Select M. Vehicle Sales

8. Select F10. Search and enter a Vehicle unit with in stock quantity

9. Set a Selling price, if one is not already set

10. Enter a Trade-in unit

    1. NOTE: This Vehicle Unit should not be in the Vision Inventory file

11. Enter a Description

12. Enter the same value in the Trade in Cost and the Trade in Amount fields

13. Select F8. Process

    1. At this point, the Trade in unit is added to Inventory with a Quantity of 1

14. Print bill and Close the Vehicle sale

15. Exit Open Orders

16. Select I. Inventory

17. Select F10. Search

18. Enter in the Trade In Unit

    1. Verify the quantity is shown as 1 and an additional quantity has not been added to the Trade in Unit in Inventory

<<------------*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/Inventory

PROBLEM SUMMARY:  Serial Number report showing a Sold Date but the part has not been sold

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

***Must have Inventory items setup with Serial Numbers; if not using Serialized parts, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Order

3. Select Work order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a Serialized part number

7. When the Serial # dialog is shown, select F8. Tag on one of the items in the list

8. Select Ok to add to order

9. Exit the order and access Inventory

10. F10 Search and locate the serialized part

11. Select F6. Options/Ctrl+R. View Serial Number

12. Select F7. Print

13. Select B. Print report

14. Enter a Date range

15. Uncheck Sold and Check Not Sold

16. Select Ok to generate report

    1. Verify the Used date has been set for the item tagged on the order

17. Exit Inventory

18. Select O. Open Order

19. Select Work order tab

20. Open the Work order

21. Select Alt+F7. Print bill and Close

22. Exit Open orders and access Inventory

23. F10 Search and locate the serialized part

24. Select F6. Options/Ctrl+R. View Serial Number

25. Select F7. Print

26. Select B. Print report

27. Enter a Date range

28. Check Sold Date and Uncheck Not Sold

29. Select Ok to generate report

    1. Verify the Sold date has been set for the item tagged and sold 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=reporting_serialized_parts

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Closed orders allowing a user to select the Cost buttons to change the price of a Part on the order

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search, enter 2,26

   1. Activate if not already active

6. Select Ok to save

7. Select X. Esc Exit to save

<<--------------------*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 F11. View Open/Closed WO

5. Select a Closed WO that has parts

6. Line up on the part

7. At the bottom of the order, there are Cost/Whl/Fleet/Retail/List buttons for each Price level on the selected part

   1. Verify the buttons for Price levels cannot be selected on a Closed order

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

• 2,26: Show Inventory Pricing (Toolbar on Orders)

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Noteguids missing on older orders causing an issue with Ctrl+X

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F8. WO#

4. Enter a Work Order number that is older that 2 years

   1. i.e. Prior to 2017

5. Open the Work order

6. Line up on a Labor Operation or an Inventory part

7. Select Ctrl+X to mark the Labor Operation/Part

   1. Verify only the Labor operation/Inventory part lined up on is selected

<<------------*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/Reporting

PROBLEM SUMMARY:  Parts Net column is subtracting Core Cost to show a loss on parts if there was a core charge

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select F. Order Reports

4. Select B. Report by Date

5. Enter Date Range

6. Select C. Work order closed date

7. Select P. Preview Report

8. Select O. Sales Person Adviser

9. Select No to the dialog that states "Report by Sales Person?"

10. Select Yes to the dialog that states "Include archived history?"

11. Select A. Summary

    1. Verify the Totals for Parts Net have been calculated 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: 

PROBLEM SUMMARY:  Users cannot create new customers from branches due to an error with the Zip Code lookup Feature

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

***If not using the Online Zip Code Lookup feature, no testing is required***

1. Access PTM Vision

2. Select Services/Branch Manager

3. Line up on a Branch and select F8. Load Branch

4. Select U. Utilities

5. Select J. System Setup

6. Select Q. System Feature

7. In the Search field, enter 5,62

   1. Activate, if not already active

8. In the Search field, enter 5,2

   1. Activate, if not already active

9. Select Ok to save

10. Select X. Esc Exit

11. Select Yes to save changes

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

1. Access PTM Vision

2. Select Services/Branch Manager

3. Select C. Customer File

4. Select F2. New Customer

5. In the Zip Code prompt, enter a valid Zip Code and select Ok

   1. Verify no error occurs and the correct City, State, Zip Code are entered on the Customer file

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

• 5,62: Use Online Zip Code Lookup

• 5,2: Prompt for Zip Code when Entering New Customers with F2

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When feature 1,72 is active, Vision prompts twice for quantity on measured items

<<-------------------------------------*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 1,72

   1. Activate feature if not active

6. Select Ok to save

7. Select X. Esc Exit

8. Select Yes to save changes

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

1. Access PTM Vision

2. O. Open Orders (Shift + F1)

3. Enter Customer account number

4. In the Input field, enter a Measured inventory item

   1. Verify a prompt is shown for Quantity of item

5. Enter Quantity needed for order and select Ok to continue

   1. Verify a second prompt for Quantity is not shown

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

• 1,72: Always prompt for Quantity when Placing Parts on Orders

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Error occurs when trying to print a report using the old RAW print system

<<-------------------------------------*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 ta

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory item with no quantity in stock

7. Select Yes to back order the part

8. Exit the order

9. Select P. Purchase Orders

10. Select F2. New

11. In the Linepart field, enter the same part used on the Work order above

12. Enter a quantity larger than what was ordered

13. Select Ok to create Purchase order

14. Line up on the Purchase order just created

15. Select O to order the part

16. Select R to receive the part

17. Select F8 to process the PO

18. On the Back Orders Exist prompt, with the dialog that states "Would you like to fill Open Back orders for XXXXXX?" Select Report Yes

    1. Verify the report is shown/printed and no errors occur

<<------------*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/Inventory

PROBLEM SUMMARY:  Serial # Report Sold & Not Sold Combined Selection Not Working

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

***Note: If not using Serialized Parts, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Order

3. Select Work order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a Serialized part number

7. When the Serial # dialog is shown, select F8. Tag on one of the items in the list

8. Select Ok to add to order

9. Exit the order and access Inventory

10. F10 Search and locate the serialized part

11. Select F6. Options/Ctrl+R. View Serial Number

12. Select F7. Print

13. Select B. Print report

14. Enter a Date range

15. Uncheck Sold Date and Check Not Sold

16. Select Ok to generate report

    1. Verify the Used date has been set for the item tagged on the order

17. Exit Inventory

18. Select O. Open Order

19. Select Work order tab

20. Open the Work order

21. Select Alt+F7. Print bill and Close

22. Exit Open orders and access Inventory

23. F10 Search and locate the serialized part

24. Select F6. Options/Ctrl+R. View Serial Number

25. Select F7. Print

26. Select B. Print report

27. Enter a Date range

28. Check Sold Date and Check Not Sold

29. Select Ok to generate report

    1. Verify the Sold date has been set for the item tagged and sold on the order

    2. Verify both Sold items and Unsold items are shown on the report

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

N/A

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

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