APPLICATION: PTM Vision/Vendor File

PROBLEM SUMMARY:  Purchase Order window moves to front after Vendor Search is closed, but Vendor File is Open

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select V. Vendor

4. Select the Done button on the Vendor search screen

5. The Vendor Screen opens keeping focus on the Vendor screen in front

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

N/A

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

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

APPLICATION: PTM Vision/ Open Orders

PROBLEM SUMMARY:  When a non-inventory part is added to a WO from a Purchase order, we are automatically marking the part as Pulled causing quantity in inventory to 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. Enter Customer account number

6. In the Input field, enter a Non-inventory part

7. Select Yes to back order the Inventory item

8. Select F11. PO

9. Select O to order the part

10. Select R to receive the part

11. Select F8 to process the PO

12. Select 'Enter as Payable"

13. Enter a valid Invoice Number and select Ok

14. Return to the open order

15. Select Alt+F7. Print Bill and Close

16. Select I. Inventory

17. Select F10. Search and enter the Inventory part number added to the open order

    1. Verify the Qty field shows a Quantity of 0

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

• 3,72: Always Add New Items to Inventory when Received

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders

APPLICATION: PTM Vision/TimeClock

PROBLEM SUMMARY:  Adding an on-the-fly labor code to an open WO from TimeClock, an error occurs when you click into the Totals field

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

N/A

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech

4. Select the Job Codes tab, if not already

5. Select the New Labor button

6. Select No to use existing

7. Verify the WO# shown is correct in the Adding Workorder window

8. Tab through the fields and select Save Operation

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

N/A

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

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

APPLICATION: PTM Vision/Low Quantity Report

PROBLEM SUMMARY:  Low Quantity Report default sorting is not correct when ordered by by Closed Date

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

N/A

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

1. Access PTM Vision

2. Select P Purchase Order

3. Select F9 Low Quantity Report

4. Add N to the POP Codes - no other sorting

5. Select OK

6. Report produces with a default sort order of Vendor, Line, Part Number

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

N/A

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

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

APPLICATION: PTM Vision/Vendor File and Quickbooks Desktop Application/Vendors

PROBLEM SUMMARY:  If a Vendor is added to QB and Vision in lower case, when we send the Vendor back from QB, it is not updating, but creating a second vendor

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F2. New vendor

4. Enter a Vendor code in lower case and select Ok to create the Vendor file

   1. ex. aai

5. Enter a Vendor name in all lowercase

   1. ex. abc trucking

6. Select F4. Edit to save the new Vendor

7. Access the Quickbooks Desktop Application

8. Access the Vendor file

9. Select Add new Vendor

10. Enter the same Vendor Name as was entered in Vision

    1. Note: This needs to be all in lowercase as well

11. Access the Quickbooks Desktop Integration Overview Application

12. Start the Service

13. Allow any and all items to complete syncing to/from Vision to QB

14. Access PTM Vision

15. Select V. Vendor file

16. Enter the Vendor name in the Search

    1. Verify the Vendor name has been set to Uppercase

    2. Note: The Vendor code is not updated to Uppercase

17. Exit Vision and return to Quickbooks Vendor File

    1. Verify the Vendor name has been set to Uppercase

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

• Quickbooks Desktop Application: Please Contact Pluss Sales Department for more Information

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

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

APPLICATION: PTM Vision/IIF Import

PROBLEM SUMMARY:  Missing name column in iif file will cause error on import

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

1. Access PTM Vision

2. From the File Menu Select Services

3. Select Features (U, J, Q)

4. In the search box, enter IIF

5. Select the Icon and enter the Vision File Location/IIFImport

6. Obtain a IIF Import file.  Copy and Paste it to the IIFImport folder

7. In the Vision File system, search for a file named IIFIMPORT.DBF

8. Highlight the file and select Delete

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

1. Access PTM Vision

2. In Vision, Select U Utilities

3. Select I Q-Books-Excel Import/Export

4. Select J Payroll Import Options

5. Select A Import IIF

6. To verify the Import, Select A Accounting

7. Select E Adjustment Journal

8. Select a line item to bring up the Add/Editing Adjustments screen.

9. Verify the Debt and Credit totals match

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

N/A

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

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

APPLICATION: PTM Vision/Inventory and Open orders Search Grids

PROBLEM SUMMARY:  The coloring for the Multi-Stores in Search grid is missing

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

***Testing required only if using Multi-Inventory functionality within Vision; otherwise no testing is required***

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Input field, enter 3,30

   1. Activate the feature if it is not already

6. Select Ok to save the Feature change

7. Select X. Esc Exit

8. Select Yes to Save all changes

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

1. Select I. Inventory

2. Select F10. Search

3. Select Ok to open fill Search grid

   1. Verify the Multi-Store inventory items are colored correctly

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

• 3,30: Join All Sub Inventories During Searches

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=6_15_1_a_simple_setup_for_multiple_inventory

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Productivity Idle Reporting correctly by Closed Date

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

N/A

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

1. Access PTM Vision

2. Select  R for Reporting system

3. Select L Mechanic hours

4. Select E Productivity idle

5. Update Close Date to Y, select OK

6. Set a date range, select OK

7. Report of Technician names displays on page 1.  Page 2 to the end contain the details based on Work Order Close Date. Totals hours entered from report match TcHours from WorkOrders

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Integration

PROBLEM SUMMARY:  When a Non-inventory part is back ordered from a Work Order, the inventory item being sent gets stuck in a loop in the QBDI

<<-------------------------------------*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 a Non-inventory part

7. Select Yes to back order the Inventory item

8. Select F11. PO

9. Select O to order the part

10. Select R to receive the part

11. Select F8 to process the PO

12. Select 'Enter as Payable"

13. Enter a valid Invoice Number and select Ok

14. Return to the open order

15. Select Alt+F7. Print Bill and Close

16. Access the Quickbooks Desktop Integration Overview Application

17. Select the Home tab

    1. Verify only 1 inventory item is set to sync

    2. Verify the item is only synced to Quickbooks once

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

• Quickbooks Desktop Integration: Please Contact Pluss Sales Department for more information

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

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