APPLICATION: PTM Vision/Vendor File and Accounting/Accounts Payable

PROBLEM SUMMARY:  Accounts Payable: Add/extend capabilities for using categories for managing and organizing Accounts Payable Records

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

***Adding Category to a new Vendor File***

1. Access PTM Vision

2. Select V. Vendors

3. Select F2. New

4. Enter Vendor Details

   1. Category

      1. Verify the Category field is shown

      2. Verify the field is available for entry

      3. Verify the field allows 10 alphanumeric characters

***Adding Category to an Existing Vendor File***

1. Access PTM Vision

2. Select V. Vendors

3. Select F4. Edit

4. Enter a Category into the Category field

5. Select F4. Edit to save

***Adding Category to an Existing Payable***

1. Access PTM Vision

2. Select V. Vendors

3. Select F8. Ap.

4. Line up on the Payable record that needs a Category

5. Select F4. Edit

6. Locate the Category field and enter a value

   1. Note: This field holds a value of up to 10 alphanumeric characters

7. Select Ok to save the Category to the Payable record

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

***Search for Accounts Payable Records by Category***

1. Access PTM Vision

2. Select V. Vendors

3. Select a Vendor

4. Select F8. Ap.

5. Select F3. Find

6. Enter a Category in the Search field

7. Select 'Category' from the Searching dropdown

8. Select Ok

   1. Verify the correct search results are returned depending on values entered

***Auto-Pay Feature - Filter by Category***

1. Access PTM Vision

2. Select A. Accounting System

3. Select B. Accounts Payable

4. Select F3. Find

5. Enter in a Category in the Search field

6. Select Category from the Searching Dropdown

7. Select Ok to filter the Accounts Payable grid

8. Select F6. Options/A. Auto-Pay

9. Select Yes to the dialog that states "Accounts Payable items have been filtered by Category. Do you wish to apply autopay to all filtered items? Saying no will limit to currently selected Vendor"

   1. Verify the grid filter is maintained and the correct Payable records are selected

***Creating a Purchase Order - Category Assigned to Vendor***

1. Access PTM Vision

2. Select O. Open Orders

3. Select Work Orders

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Stocking part with no quantity in stock

   1. Note: Select an Inventory item assigned to a Vendor with a Category set

7. Select F11. PO

8. Select O to order the part

9. Select R to receive the part

10. Select F8 to process the PO

11. Select Yes to add to Payables

12. Enter an Invoice No. and select Ok to the Payables Input window

    1. Verify the correct Category is set on the Payable input

13. Exit Purchase Orders and Return to the Open order

14. Select Alt+F7. Print Bill and Close

15. Select A. Accounting System

16. Select B. Accounts Payable

17. Select F3. Find

18. In the Search field, enter the Vendor code used for the Purchase order

19. Select Vendor from the Searching dropdown

20. Select Ok to filter the Payables grid

21. Locate the Payable created from the Purchase order and select F4. Edit

    1. Verify the Payable was created correctly

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 'Show as grey' (1,22) and 'Show as pink' (1,23) are inoperable and producing errors

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 1,22

6. Select the Feature icon

7. Select Ok to save the feature

   1. Verify no error occurs

8. In the Search field, enter 1,23

9. Select the Feature icon

10. Select Ok to save the feature

    1. Verify no error occurs

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

• 1, 22:

• 1, 23: 

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When using the Ctrl+Enter or the Ok button to leave a Purchase order created from a Work order, we do not properly clear the grid filters

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

N/A

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

***Scenario #1***

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 number

7. Select X to access Item Details

8. Enter a Quantity, Cost, and Select Ok to add item to the order

9. Select Yes to the dialog that states "You are selling a non stocking part, do you want to backorder this item now?"

10. Select F11. PO

11. Select Ctrl+Enter to exit the PO window

12. Select Ctrl+Enter to exit the Work Order

13. Select Ctrl+Enter to exit the Open Orders window

14. Select P. Purchase Orders

    1. Verify the filter has been set to the default grid filter: Vendor - PO# - Linecode - Part#

***Scenario #2***

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 number

7. Select X to access Item Details

8. Enter a Quantity, Cost, and Select Ok to add item to the order

9. Select Yes to the dialog that states "You are selling a non stocking part, do you want to backorder this item now?"

10. Select F11. PO

11. Select the Ok button to exit the PO window

12. Select the Ok button to exit the Work Order

13. Select the Ok button to exit the Open Orders window

14. Select P. Purchase Orders

    1. Verify the filter has been set to the default grid filter: 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/Branch Transfers

PROBLEM SUMMARY:   Add ability for Branch Transfers via Sales/Purchase Orders to no longer Post to Revenue, Cost, or Payable accounts

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

***General Ledger Setup***

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F2. New

5. Enter Account Number and Account Name

6. Select Ok to create the account

7. Select D. Liability

8. Select No to the dialog that states "Is this Liability long ExpAcct-->Term?"

9. Select A. Default General

   1. Verify the account is added

10. Select F4. Edit to save

11. Select Ok to exit the Chart of Accounts

***Features Setup***

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 5,64

6. Enter the Customer Account number being used for Transfers and select Ok

7. In the Search field, enter 5,76

8. Enter the General Ledger account setup for Transfers and select Ok

9. Select Ok to exit the Features window

10. Select X. Exit Esc

11. Select Yes to save the changes

***Vendor Setup***

1. Access PTM Vision’

2. Select V. Vendors

3. Select a Vendor

4. Select F4. Edit and change the GL to the GL created for Inventory Transfers

5. Select F4. Edit to save change

6. Exit the Vendor file

***Customer Setup***

1. Access PTM Vision

2. Select C. Customer File

3. Select the Customer needed for Transferring Inventory

   1. Note: This should be the same Customer account set in the Feature

4. Select F4. Edit

5. Change the Acct Type to T- Transfer

6. Change the WO Type to T-Transfer

7. Select F4. Edit

8. Exit the Customer File

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

1. Access PTM Vision from the Main Branch

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter in a Stocking part that exists in both the Main branch and the Branch to which the part is being transferred

5. Enter in the Quantity to be transfered

6. Select the Vendor used for Transferring parts

7. Select Ok to create the Purchase order

8. Select O to order the part

9. Select F7. Print

10. Select A. Print Current PO#XXXX

11. Select Ok to the dialog that states "PO XXXX Sent Electronically to Vendor XXXX"

12. Access the Branch to which the Purchase order was sent

13. Select the Invoices button

    1. Note: If transfer was successful, the Invoices button is highlighted in green

14. Select F6. Process on the transfer

15. Select Ok to exit the Electronic Invoices window

16. Select O. Open Orders

17. Select the Sales Order tab

18. Open the Sales order

19. Select Alt+F7. Print Bill and Close

20. Exit the Branch and return to the Main Store

21. Select P. Purchase Orders

22. Line up on the Purchase order and select R to receive the part

23. Select F8. Process

24. Select Yes to add to Payables

    1. Verify the Invoice No has been defaulted to the Transfer number

25. Select Ok to the Payables Input to continue

26. Exit Purchase Order

27. Select A. Accounting System

28. Select D. Chart of Accounts

29. Line up on the Account used for the Inventory Transfers

30. Select F8. Detail

    1. Verify the transactions have been recorded correctly

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

• 5,64: Branch Customer Account# for Transfers and Ordering

• 5,76: Branch Transfer GL

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When F4. Edit is selected, the focus can be set on the Web View button, which causes Ctrl+Enter to not lock edit mode

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F4. Edit

   1. Verify the Focus is in the Description field

4. Select Ctrl+Enter

   1. Verify the Inventory record is no longer in Edit mode

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When adding a new item, the Ctrl+P pricing options should not be available

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New Inventory Item

4. Select Ctrl+P. Pricing

   1. Verify the Update Pricing dialog is not shown

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Highlight part referenced to existing WO and any New PO copies CustName from previously highlighted part instead of CustName from selected Work Order

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a Purchase Order assigned to an existing open order

4. Locate the Custname column

   1. Note the Name in this column

5. Select F2. New

6. Enter a Stocking part

7. Select Ok to create the Purchase order

8. Select No to add to Work order

   1. Verify the Custname from the previous Purchase Order has not been added to the new 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:  Customer Aging Report fails to add PDF documents to EDM Email

<<-------------------------------------*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 G. Customer Aging

5. Select the Email Icon

6. Select Yes to the dialog that states " Include EDM attachments for this report?"

   1. Verify the email viewer window is shown

   2. Verify the correct attachments, including the report have been attached to the email

7. Exit the Email window and return to the Report

8. Select the Email Icon

9. Select Yes to the dialog that states " Include EDM attachments for this report?"

   1. Verify the email viewer window is shown

   2. Verify the same attachments, including the report, are still shown attached to the email

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

• Must have the EDM module (Electronic Document Module) and CRM for the Emailing Module setup properly to use these tools

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

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

APPLICATION: PTM Vision/Commerce Site/Sync Online Data

PROBLEM SUMMARY:  When syncing inventory, we do not delete from online database causing inventory that no longer exists in Vision Inventory to still exist online

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

***No testing required***

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

*** No Testing Required! Please Contact Pluss Technical Support for data sync issues***

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

• Pluss Commerce: Please Contact Pluss Software LLC for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When Feature 3,30 is active, the Group and Subgroup columns are shown in the Inventory search when they should not be shown

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

***Testing required only if using the Multistore/Truck inventory functionality of PTM 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 Search field, enter 3,30

6. Activate the Feature

7. In the Search Field, enter 3,4

8. Select the Tools icon for the feature

   1. Verify that Group and Subgroup are not in the list of Columns shown on the Inventory search grid

9. Select Ok to save

10. Select X. Esc Exit

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select Ok on the Search box

   1. Verify the Group and Subgroup fields are not shown

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

• 3,30: Join All Subinventories During Searches

• 3, 4: Inventory Field List, Inventory Column List

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:   Running print authorization the prompt attempts to connect to server but never can establish a connection

<<-------------------------------------*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 Stocking part with quantity in stock

7. Select F7. Print

8. Select M. Print Authorization

   1. Verify the Topaz Signet Control window is shown

   2. Verify the Sig pad connects to Vision successfully

9. Sign Sig pad

10. Select Ok on Sig pad to continue

    1. Verify the Signature is captured correctly and order is successful

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

• Signature Capture: Please Contact Pluss for Further Assistance with this Feature

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

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

APPLICATION: PTM Vision/Customer File and Quickbooks Desktop Integration

PROBLEM SUMMARY:  Allow ability to credit customers for quickbooks users without ability to pay invoices

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

***Testing Only Required if Using the Quickbooks Desktop Integration; Otherwise, no testing is required as no changes have been made to general functionality***

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F12. Credit

4. Enter in the Memo/Check Number, or select F6 to Pay by Credit Card

5. Enter in Amount of Credit

6. Select Ok to create Payment record

7. Select Yes to the dialog message that states "Press (Y) to build a Credit Record for $XXXX.XX"

8. Select a Salesman from the list

9. Select No to the dialog message that states "Would you like to print a receipt?"

10. Select No to the dialog that states "Do you have any documents/checks to scan for this credit?"

11. Exit the Customer file

12. Access the Quickbooks Desktop Application

13. Open the Customer file and locate the Customer for which the payment was created

    1. Verify the Payment has been added to the Customer account

    2. Verify the Amount of the Payment added is correct

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

• Quickbooks Desktop Integration: Please Contact Pluss Software 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/Features

PROBLEM SUMMARY:  When a Feature is set with a Password, the Password dialog is being cut off in the window

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter a feature that requires a Password in order to activate/deactivate

   1. i.e. Feature (1,22)

   2. Verify the text in the popup is wholly visible and none of the text is cut off

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Selecting Ctrl+P while in the Pricing window causes a Cancel button to be displayed that does not function

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select an Inventory part

5. Select F4. Edit

6. Select Ctrl+P. Pricing

7. Select Ctrl+P. Pricing again

   1. Verify no error occurs

   2. Verify a Cancel button is not shown

<<------------*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/Vendors/Accounts Payable

PROBLEM SUMMARY:  Memorize button overlap issue

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select a Vendor from the Search window

4. Select F8. Ap.

5. Line up on a Payable

6. Select F4. Edit

   1. Verify the memorize button is not overlapping any other window/window separator

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

N/A

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

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

APPLICATION: PTM Vision/Plussnet/Branch Sites

PROBLEM SUMMARY:  Window buttons need alignment

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

***Testing only required if using Branching features; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select Services/Plussnet Options/Branch Sites

   1. Verify window Buttons are properly displayed and aligned

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

• Branch features: Please Contact Pluss Software Sales Department for More Information

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

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