APPLICATION: PTM Vision/End of Year Preparation

PROBLEM SUMMARY:  Using the Esc key when leaving the final report window of the Year end process causes the Yearend.lock file to stay locked

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

N/A

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

1. Access PTM Vision

2. Run the Year End Process

3. When the Report displays, select ESC to close

   1. The Year End completed successfully message displays and the YearEnd.Lock file is no longer present in the Vision Folder

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Logging is not working correctly when using F2. New to continually adding Customers

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

N/A

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

1. Log on to PTM Vision

2. Select C - Customer File

3. Select F2 New

4. Enter a zip code, select OK

5. Enter a Phone Number with Area Code, select Tab

6. Enter a Name, Select Tab

7. Enter an Address, Select Tab

8. Select F4 Edit to Save

9. In the Vision Folder review the File Cust.txt.  Scroll to the bottom of the file to view the

latest action. 

10. Verify A New Customer was created with the Name entered  

This customer file was Created

11. Return to step 3 and proceed through step 9

12. In the Vision Folder review the File Cust.txt.  Scroll to the bottom of the file to view that

latest action. 

13. Verify another New Customer was created and not logged as changed

                        This customer file was Created

14. Find an existing Customer, change the Phone Number 

15. Verify the change was logged as a change

                        Phone change logged

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

N/A

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

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

APPLICATION: PTM Vision/Customer Statements

PROBLEM SUMMARY:  When Setting the Statement date option, the customer window blanks

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F7. Print

4. Select C. Customer Statements

5. Select A. Automatically Print All Statements

6. Select F6. Options

7. Select J. Set Statement Date

8. Enter a Date and select Ok

                Printing Statement Utility displays with contents

9. Select N to unmarking Statement for processing

10. Select F8 Process

                Only statement marked with a Y are processed

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY: Error occurs when Supplier field has filter applied and an order is processed

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F9. Purchase Order Low Quantity Search

4. Select Supplier using the right mouse button

5. Enter a Supplier Code to filter results

6. Select Enter to create filtered results

7. Select a line item with a Qty2ord field value above zero

8. Select F8 Process to order that part and create the Purchase order

9. or F9 Ord All to processes all parts displayed

10. Select Ok to create the Purchase orders

11. Return to the Purchase Order screen

12. Select O to order the parts

13. Select R to receive the parts

<<------------*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/Purchase Orders

PROBLEM SUMMARY:  When leaving a PO after Adding/Editing, the grid is returning incorrect results/becomes misaligned

<<-------------------------------------*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, type in an Inventory part number

5. Press the down arrow key on the keyboard to continue to the next field

6. Select Yes to the dialog message that is shown

7. Press Ctrl+Enter on the keyboard to create the purchase order

   1. Verify when the Purchase order screen is shown again, the purchase order being worked is shown and the grid has not been filtered incorrectly

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

N/A

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

• PTM Vision Documentation: Purchase Orders

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Need to correct spelling on the To Receive field Title

<<-------------------------------------*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. Select a Linepart using the Search functionality or enter a Linepart # manually

5. Enter a Quantity, Cost, GL#, Vendor, and Reference

6. Select Ok to create the Purchase order

7. Select O to order the part

8. Select R to receive the part

   1. Verify the To Receive field spelling has been corrected

<<------------*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/Purchase Orders

PROBLEM SUMMARY:  When leaving a PO after Editing an S/O item, the grid is returning incorrect results/becomes misaligned

<<-------------------------------------*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. Enter Customer account number

6. In the Input field, enter an S/O part number and press enter on the keyboard twice

7. Select F8. Process

8. Enter a Supplier and select Ok to continue

9. Select Yes to the dialog that states "Add to Purchase Orders for XXXX?"

10. Select F11. PO

11. Line up on the Purchase order and select F4. Edit

12. In the Line Part# field, enter a Part number and press enter

13. Select Yes to the dialog that states "Replace this part numBer in purchase orders?"

14. Select Yes to the dialog that states "Would you like to update the Workorder/Invoice XXXX?"

15. Select Ok to save the edits to the Purchase order

    1. Verify when the Purchase order grid is shown, the original filter set has not been removed

<<------------*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/Purchase Orders

PROBLEM SUMMARY:  After F2 to create a new PO item, the order/filter/key on the grid is altered

<<-------------------------------------*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 an Inventory part number and press enter

   1. Note: If a Non-Inventory part number is entered, enter a Quantity, Cost, and Vendor

5. Select Ok to create the Purchase order

   1. Verify when the Purchase order grid is shown, the newly added part has been placed in the correct sort order

      1. i.e. default sorted order of By vendor - PO# - Linecode - Part#

<<------------*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/Open Orders

PROBLEM SUMMARY:  In Open Orders, the Account Number can be updated without confirmation using a mouse click

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

N/A

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

1. Login to PTM Vision

2. Select Open Orders

3. Select an Open Order

4. Select F8 Amend

5. Delete a digit from the Account Number field or enter text

6. Mouse click the Input, QTY, or BO fields

Message box indicating the Account not on File or the Account Number was changed from X to Y.

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When the Backspace button is used to clear a filter set on the grid, the grid is not returning to the default sort order

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Start typing on a Purchase Order Number to activate the quick Grid search

4. Press Enter to filter the grid

5. Select the Backspace key on the keyboard to clear the filter

   1. Verify the grid list is return to the default sort order of Vendor - PO# - Linecode - Part#

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When setting a grid filter and then trying to enter Receiving mode, an error would occur

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

5. Enter Customer account information

6. In the Input field, enter an S/O part number

   1. i.e. S/OREARLIGHT

7. Enter twice on the keyboard to trigger S/O list

8. Select F8. Process

9. Enter a valid Supplier if needed and select Ok

10. Select Yes to add to Purchase orders for supplier

11. Select F11. PO

12. Select O to order on S/O part

13. Exit all the way back to the main screen of Vision

    1. Remember the PO# assigned

14. Select P. Purchase orders

15. Enter the PO# by just typing to trigger the quick search

16. Select F4. Edit on the S/O part

17. Change the part name to a Non-inven part #

18. Select Yes to both prompts

19. Select Ctrl+Enter to exit the PO

20. Select R to Receive

21. Select Yes to enter receiving mode

    1. Verify no error occurs and the Purchase order is set to Received

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  When an RMA report is ran with certain filters set, the report fails

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

N/A

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

1. Access PTM Vision

2. In Features, verify 10,17 is enabled

3. Select R. Reporting

4. Select M. Product Line Sales Summary

5. Select A. Report Sales Summary

6. Set the following filter items

7. Written By - Blank

8. Account - Blank

9. Sort By - Profit

10. Date Closed - Selected

11. Closed Only - Selected

12. From $ - 0.000

13. To $ - 9999999.000

14. From - 01/01/2019

15. To - Current Date

16. Omti Lines - LAB,FRT,S/O    

17. Include Archive - Selected

18. Select OK - Sales Report by Month is created

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

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

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

Reporting/Product Line Sales Summary/Report Sales Summary