APPLICATION: PTM Vision

PROBLEM SUMMARY:  Main Screen Title Bar change to Uppercase

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Locate the Title bar

   1. Verify the Title has been set to all Uppercase lettering

4. Select I. Inventory

5. Locate the Title bar

   1. Verify the Title has been set to all Uppercase lettering

6. Select P. Purchase Orders

7. Locate the Title bar

   1. Verify the Title has been set to all Uppercase lettering

8. Select C. Customer File

9. Locate the Title bar

   1. Verify the Title has been set to all Uppercase lettering

10. Select V. Vendors

11. Locate the Title bar

    1. Verify the Title has been set to all Uppercase lettering

12. Select F. Find

13. Locate the Title bar

    1. Verify the Title has been set to all Uppercase lettering

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Vehicle Sales

PROBLEM SUMMARY:  Vehicle Tax is being assigned to Parts Sales Tax on GL

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

***Testing only required if using the Vehicle Sales Module***

<<--------------------*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. Select F6. Options

6. Select M. Vehicle Sales

7. Select F12. Setup

   1. Verify the Vehicle Sales Tax Account is set to the default Sales Tax Liability account 405

8. Select Ok

9. Select Ok on the Note dialog

10. Enter a Vehicle in the Selling Unit Stock Number field

11. Enter a Selling Price

12. Enter a value in the Sales Tax VST field

13. Select F8. Process

    1. Verify when returned to the order, two lines have been added

14. Select Ctrl+G. Transactions Activity Report

    1. Verify the Sales Tax Liability is shown as the value entered in the Sales Tax VST field

15. Select Alt+F7. Print Bill and Close

16. Exit Open Orders

17. Select A. Accounting System

18. Select D. Chart of Accounts

19. Line up on the 405 GL Account

20. Select F8. Detail

    1. Verify the Sales tax for the closed order is shown

<<------------*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/Offsite Backup

PROBLEM SUMMARY:   It seems with the Jan2019.zip version of the modified previous year backups will not bring over

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

N/A

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

****** Please contact Pluss for further assistance with this issue ******

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_9

APPLICATION: PTM Vision/Accounting System/Chart of Accounts

PROBLEM SUMMARY:  GL Account Type is not associating with Account Type field in GL Setup screen

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Line up on an Account that is not a Current Asset

5. Select F12. A-Type

   1. Verify the correct Account type is highlighted in the list and not focused at 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=chart_of_accounts_system_setup_defaults

APPLICATION: PTM Vision/Purchase Orders and Inventory

PROBLEM SUMMARY:  Inventory tabs do not react after screen opened on top of Purchase Order screen

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select I. Inventory

4. Select the Lab tab

   1. Verify the view changes to the Labor operations in Inventory

5. Select the VSM tab

   1. Verify the view changes to the Vehicle sales items in Inventory

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Right Pane of General Ledger Setup Window Overlapping Issue

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

   1. Verify no text is overlapping on the right hand side of the open window

   2. Verify the Cost of Goods/Merchandise Purchased text does not blend with the line above

   3. Verify the Edits View/GL Linking/Check Distribution buttons display correctly

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

N/A

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

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

APPLICATION: PTM Vision/Accounting System/Chart of Accounts

PROBLEM SUMMARY:  Title bar name not changing correctly when selecting different tabs

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select the View Mths tab

   1. Verify the Title bar displays General Ledger Setup

5. Select the Current Tab

   1. Verify the Title bar displays General Ledger Setup

6. Select the Last Year tab

   1. Verify the Title bar displays General Ledger Setup

7. Select the Month tab

   1. Verify the Title bar displays General Ledger Setup

8. Select the Year B4 tab

   1. Verify the Title bar displays General Ledger Setup

9. Select the MidYrAdj tab

   1. Verify the Title bar is changed to state "MIDYEAR AS OF XX/XX/XXXX"

10. Select the Details tab

    1. Verify the Title bar displays General Ledger Setup

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

N/A

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

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

APPLICATION: PTM Vision/Branching

PROBLEM SUMMARY:  Branch 3 title bar non-focused window using incorrect coloring

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

N/A

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

1. Access PTM Vision with Branching enabled

2. From the File Menu, select Services/Branch Manager/Branch Setup

3. Select Branch 3 (Yellow Default)

4. Select F8 Load Branch

5. Select Yes on the message window

6. Select O. Open Orders

7. Select An Order

8. Align the two title bars

   1. The window in Focus should be brighter than the second window

9. Repeat steps 8-11 for each branch

   1. The window in Focus should be brighter than the second window, or others open

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

N/A

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

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

APPLICATION: Quickbooks Desktop Integration and PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync

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

1. Access the Quickbooks Desktop Application

2. Open a Company file

3. Select Chart of Accounts

4. Create a Current Assets General Ledger account

   1. i.e. GL#1001 CURRENT ASSET ACCOUNTS

5. Right-Click on an Other Current Asset account and select Edit

6. Select the Sub Account Checkbox

7. Select the Current assets GL created in step 4

8. Select Ok to save change

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders ttab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory part with quantity in stock

7. Select Alt+F7. Print Bill and Close

8. Access the Quickbooks Desktop Application

9. Open the Customer file

   1. Verify the Invoice and Payment are sent without error

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

APPLICATION: PTM Vision/Accounting/Adjustment Journal

PROBLEM SUMMARY:  Overlapping Account Number on GL Adding/Editing Adjustments screen

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select E. Adjustment Journal

4. Select an Adjustment that contains an amount in the Suspense account

   1. Verify the Account number alignment is correct

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Labor Operations

PROBLEM SUMMARY:  Labor: Hold/Work/Done buttons need global font

<<-------------------------------------*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 Labor operation

7. Select F4. Edit on the Labor operation

   1. Verify the Hold/Work/Done buttons have been populated correctly

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Deleting a Customer is showing what we log in the Cust.log file behind the Customer file buttons

<<-------------------------------------*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 to delete

4. Select F5. Delete

5. Select Yes to the dialog that states "Are you sure you want to delete Customer XXXX?"

   1. Verify no text is visible behind the Customer file buttons

<<------------*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/Accounting/Chart of Accounts

PROBLEM SUMMARY:  The Department Setup icon is being cut off

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

N/A

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

1. Access PTM Vision’

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Locate the Dept-Exp drop down

   1. Verify the Setup icon is visible

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  The Type drop down on the Chart of account is disabled, and it should not be

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F6. Ccard

   1. Verify the Buttons have been realigned

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Adjustment Journal

PROBLEM SUMMARY:  Recurring billing text overlapping

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select E. Adjustment Journal

4. Locate an Adjustment created for Recurring billing

   1. Verify the Recurring text has been placed on the left side of the window, above the Adjust No drop down

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

N/A

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

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

APPLICATION: Quickbooks Desktop Integration and PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync

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

1. Access the Quickbooks Desktop Application

2. Open a Company file

3. Select Chart of Accounts

4. Create a Current Assets General Ledger account

   1. i.e. GL#1001 CURRENT ASSET ACCOUNTS

5. Right-Click on an Other Current Asset account and select Edit

6. Select the Sub Account Checkbox

7. Select the Current assets GL created in step 4

8. Select Ok to save change

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders ttab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory part with quantity in stock

7. Select Alt+F7. Print Bill and Close

8. Access the Quickbooks Desktop Application

9. Open the Customer file

   1. Verify the Invoice/Payment/Inventory item/Adjustments are all sent without error

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

APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Buttons on CC window not styled

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

   1. Verify the Type dropdown is enabled

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