APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Vendor filter set on Purchase orders screen when Inventory is accessed

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F3. Find

4. Enter in a valid Supplier code and select Ok

   1. Verify the Grid list is filter to the entered Supplier only

5. Line up on a part with no quantity in stock

   1. Note: Can also be below zero, if inventory is set to allow stock to go below zero

6. Select I. Inventory from the Vision sidebar menu

7. Click the Esc button to leave Inventory and return to Purchase orders

   1. Verify the Supplier filter is still set on the Purchase order grid

   2. Verify the same part is set in focus

<<------------*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/Customer Statements

PROBLEM SUMMARY:  Customer File/Customer Statements: When selecting to set order to Report Order, the screen is going blank

<<-------------------------------------*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 D. Set Order to Report Order

8. Mark Statement with either a Y or N to print

9. Select F8 to process all statements with Y selected - Statements Print

<<------------*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/Inventory/Import to Price File

PROBLEM SUMMARY:  Price File Import: Wait window error message incorrect spelling

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

N/A

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

Access PTM Vision

Select I Inventory

Select F6 Options

Select Import Options

Select Import to Price Files

Select an Excel file containing the Price Files, Select OK

In the Part Number field, enter FLD1 and Tab

Error message displays “Invalid Column FLD1”

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Need a decimal place on prompt for Calculated/Measured items

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

N/A

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

1. Access PTM Vision

2. Select O for Open Orders

3. Select F2 New

4. Select an Account Number

5. Select Ctrl-I for the Input box

6. Enter a part number that is priced as a measured item - Item Quantity of item is formatted as 0.00

<<------------*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/Utilities/System Setup/Set Up Credit Cards

PROBLEM SUMMARY:  Utilities: System setup Credit Cards the splash screen information does not go away

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

N/A

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

1. Access PTM Vision

2. Select U. Utility

3. Select L. Setup Credit Cards

4. Update the Credit Card screen, select Esc Exit

   1. Blue Information message closes with the Credit Card screen 

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When an account number is changed and you say Yes to remove account information, the Address 2 field is not being cleared

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

N/A

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

1. Access PTM Vision

2. Select O for Open Orders

3. Select F2 New Work Order

4. Enter an account with an Address 2

5. Tab through until the Account field locks

6. Select F8 Amend

7. Change the Account Number

8. Select No at the message box "Account Not on File, would you like to search?"

9. Select Yes at the next message box "Would you like to Blank Out Customer Information?"

   1. Account Number remains, Name changes to Untitled, Address 1, Address 2, City, State, Zip are all blank

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Adding the PO# to the PO# field of a Purchase order is not being saved

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. In the list of Purchase orders, locate a PO with an a PO# assigned

   1. Write down PO#

4. Locate another Purchase order for the same Vendor but without an associated PO#

5. Select F4. Edit

6. In the PO# field, enter the PO# from step 3

7. Select Ok

   1. Verify the PO# has now been assigned to the Purchase order

<<------------*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/Customer File

PROBLEM SUMMARY:  Cannot remove a Partial payment when applied to an Invoice

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search and select a Customer

4. Select F8. Ar

5. Select F12. ROA

6. Enter a Check Number/Memo

7. Enter an amount in the Credit field that would be less than the Customer account balance

8. Select Ok to apply the credit

9. Line up on the first item in the list and select the Y. Yes button

   1. Verify the item is marked "Paid"

10. Line up on the second item in the list and select Y. Yes button

    1. Verify the item is marked "Partial"

    2. Note: If the item is marked "Paid", continue down the list until an item is marked "Partial”

11. Line up on the item in the list marked "Partial"

12. Select the N. No button

    1. Verify the item is set back to "Not Paid"

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=7_2_3_2_partial_payments

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When entering receiving mode, continually hitting R returns you to the top of the list

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Locate a Purchase Order that already has additional Purchase Orders created for the same vendor

4. Select O. to order on each item

   1. Verify when O is selected, the focus is taken to the next line item and not to the top of the list

5. Select R to enter receiving mode

6. Select Yes to the dialog that states "Would you like to enter Receiving mode?"

7. Select R on each item

   1. Verify when R is selected, the focus is taken to the next line item and not to the top of the list

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

N/A

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

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