APPLICATION: PTM Vision/Printer Profiles

PROBLEM SUMMARY:  Issue with Usernames beginning with the letter X

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options

4. Select B. Enter Sales Personnel and Techs and Users

5. Enter a Sales Person that starts with an X

6. Select the Exit Esc button to continue to the Tech Setup

7. Select the Exit Esc button to continue to the User Setup

8. Enter a Wrk/station Name that starts with an X and a UserName that begins with an X

9. Select the Exit Esc button to leave the SalesPerson Setup menu

10. Select X. Esc Exit

11. Select Yes to the dialog that states "Would you like to save all changes?"

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

1. Access PTM Vision

2. Select U. Utilities

3. Select D. Printer Setup

   1. Verify no error occurs and the Printer Profiles grid is shown

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Parts that are billed while on back order are not populating profits field in inventory

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

N/A

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

1. Access PTM Vision

2. Select the Work Orders tab

3. Select O. Open Orders]

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory item with no quantity in stock

7. Select Ok to the Backorder prompt

8. In the Input field, enter an Inventory item with quantity in stock

   1. Verify the Sale price on the Invoice includes both the Backordered item and the In Stock item

   2. Verify the Profit for the Backordered part by selecting Ctrl+R and locating the Net column value

9. Select Alt+F7. Print Bill and Close

10. Exit Open Orders

11. Select I. Inventory

12. Select F10. Search and search for the Inventory item that is currently on Backorder

    1. Verify the Profit field has been updated correctly

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

• 1,16: Bill Backordered Quantities at Invoice Level

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Hotkey issue when in F4. Edit in Inventory

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

***Note: Feature 3,1 must be off for testing purposes; if not using this feature, no testing id required***

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

1. Access PTM Vision

2. Select I. Inventory

3. In the Item Search, enter a letter and select Ok to display the Search window

4. Press enter to pull up an Inventory item

5. Select F4. Edit

6. Click in the Bin 1 field and select V on the keyboard

   1. Verify the Vendors file is not shown and instead the letter is just added to the field

      1. Note: This can be tested with all PTM Vision Menu Bar hot keys

      2. i.e. V/O/P/A/R/U

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

• 3,1: Stop Prompt for Part Number

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Vision creating a blank order when BO and Selling Qty are both 0, a back order exists, and the order is closed

<<-------------------------------------*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 no quantity in stock

7. Select Yes to back order the inventory part

8. Change the Quantity in the BO field to 0

9. Select No to the dialog that states "Do you want to cancel the Backorder for this item??"

   1. Verify the BO Qty field returns to the original backordered value

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Locked PO's can be deleted from Open orders when Selling/BO qty are both 0 and a BO exists

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

N/A

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

1. Access PTM Vision

2. Select O. Open Order

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 no quantity in stock

7. Select Yes to back order the inventory part

8. Select F11. PO

9. Select O to order the Inventory item

10. Select F7. Print

11. Select A. Print Current PO# XXXXX

12. Exit Purchase Orders and return to the Open Order

13. Change the Quantity in the BO field to 0

14. Select Yes to the dialog that states "Item has already been ordered in your Purchase order system. Cancel the Back order?”

    1. Verify a dialog is shown that states "This PO is locked, unable to remove the back order"

15. Select Ok to continue

    1. Verify the BO qty field still has a value of 1

16. Select F11. PO

    1. Verify the Purchase order has not been removed and the Reference is still set to the Open Order

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

N/A

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

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

APPLICATION: PTM Vision/Motor Fleetcross Integration

PROBLEM SUMMARY:  Motor Button disappearing when in Open Orders

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

***Must be using the Motor Fleetcross Integration for testing; otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

   1. Verify the Motor button is still shown in the Vision menubar

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

• 1,13: Allow Motor catalog access for this user

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

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