APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Customer name is changed from an Open order, we are not logging the change anywhere

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New Order

4. Enter Customer account number

5. Click in the Input field

6. Select the F8. Amend button

7. Change the Customer name

8. Select Yes to the dialog that states "Update Account Information From XXX-XXXX Name XXXXXX To Name XXXXXXX"

9. Access the Vision directory and locate the Orders.log file

   1. Verify the Customer name change has been logged

   2. i.e. Customer changed to By For Order: Date:

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When using the General Ledger account in the Refer field, Vision thinks it's an Order# causing the Split prompt to be shown

<<-------------------------------------*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. In the Linepart# field, enter a Non-Inventory part number

5. Add a Description, Quantity of 10, and a Cost

6. Select the Refer dropdown and select D. General Ledger Account

7. Select the GL needed and select Ok

8. Select Ok to create the Purchase Order

   1. Verify no prompt is shown asking to Split 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=using_reference_field

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

APPLICATION: PTM Vision/Branching/IBS Export

PROBLEM SUMMARY:  IBS EXPORT:  Add Unique file names for branching support

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

***If not using the Interstate Billing Service Integration, no testing is required***

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

1. Access PTM Vision

2. Select Services/Transfer options/IBS/Setup

   1. Verify an option has been added that states "Limit exports to current branch (Y/N)

      1. Y = Will only show Branch that is currently active 

      2. N = Will Show All Branches; not limited to only the current active branch

3. Enter a Y in the "Limit exports to current branch" field

4. Select Ok to save

5. Select Services/Branch Manager/Branch Setup

6. Line up on a Branch and Select F8. Load Branch

7. Select Services/Transfer options/IBS/Transfer

8. Enter a Date range to transfer and select Ok

   1. Verify the files are uploaded successfully

9. Access the Vision Directory

10. Locate the IBS folder

    1. Verify the IBS export file contains a file name has been created with the following values:  ibsResult_ + branch id + _ + date + _ + unique tag + .csv

       1. i.e. IBSRESULT_1_10172019_44346831

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

• Interstate Billing Service Integration: Please Contact Pluss Sales Department for more Information

• 3,89: IBS Export: This feature produces the FTP invoice export for IBS

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

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

APPLICATION: PTM Vision/IBS Export

PROBLEM SUMMARY:  Cancel button incorrect behavior

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

***If not using the Interstate Billing Service Integration, no testing is required***

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

1. Access PTM Vision

2. Select Services/Transfer options/IBS/Transfer

3. Enter a Date range to transfer and select Cancel

   1. Verify the export is cancelled and a dialog is shown that states "No export file created, aborting upload to IBS"

4. Access the Vision Directory

5. Locate the IBS folder

   1. Verify the IBS export file does NOT contains an export file

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

• Interstate Billing Service Integration: Please Contact Pluss Sales Department for more Information

• 3,89: IBS Export: This feature produces the FTP invoice export for IBS

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

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

APPLICATION: PTM Vision/Search Popups

PROBLEM SUMMARY:  Part Search : Remove outdated language

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

***This affects any area of the software that a Search popup is available***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

   1. Verify the outdated language has been removed from the Search popup

4. Exit Inventory

5. Select U. Utilities

6. Select J. System Setup

7. Select Q. System Features

8. In the Search field, enter 3,30

   1. Activate Feature

9. Select Ok to save

10. Select X. Esc Exit

11. Select Yes to save changes

12. Access PTM Vision

13. Select I. Inventory

14. Select F10. Search

    1. Verify the outdated language has been removed from the Search popup

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

• 3,30: Join all Subinventories During Searches

• 3,8: Include Category/Department Search

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

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

APPLICATION: PTM Vision/Branching/IBS Export

PROBLEM SUMMARY:  When the "Limit exports to current branch" option is enabled, it is exporting based on branch department and not branch id

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

***If not using the Interstate Billing Service Integration with Branching, no testing is required***

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

1. Access PTM Vision

2. Select Services/Transfer options/IBS/Setup

   1. Verify an option has been added that states "Limit exports to current branch (Y/N)

      1. Y = Will only show Branch that is currently active

N = Will Show All Branches; not limited to only the current active branch

3. Enter a Y in the "Limit exports to current branch" field

4. Select Ok to save

5. Select Services/Branch Manager/Branch Setup

6. Line up on a Branch and Select F8. Load Branch

7. Select Services/Transfer options/IBS/Transfer

8. Enter a Date range to transfer and select Ok

   1. Verify the files are uploaded successfully

9. Access the Vision Directory

10. Locate the IBS folder

    1. Verify the IBS export file contains a file name has been created with the correct Branch ID and not the Branch department (Letter)

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

• Interstate Billing Service Integration: Please Contact Pluss Sales Department for more Information

• 3,89: IBS Export: This feature produces the FTP invoice export for IBS

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

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

APPLICATION: PTM Vision/Branch/Open Orders

PROBLEM SUMMARY:  Branch: When right-clicking on an order to open, and then the order is closed, the next order opened is blank

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

***If not using Branching, no testing is required***

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

1. Access PTM Vision

2. Select Branch Manager/Branch Setup

3. Line up on a Branch that archives work orders on close and select F8. Load Branch

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

5. Right-click on an Open order

6. Select Alt+F7. Print Bill and Close

7. Once returned to the Open Order window, right-click on another Open Order

   1. Verify no error occurs

   2. Verify the correct order is opened

8. Select Alt+F7. Print Bill and Close

   1. Verify no error occurs on close of the second order

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

• Branching: Please contact Pluss Sales Department for more information

• 10,17: Move Sales to Archives when Printed and Billed

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

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

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