APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Using Notes / extended view to edit description on Parts/Labor does not save to the description

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F4. Edit

4. Double- Click in the Description field to open the Expanded view

5. Enter text in the Expanded view window and select Ok

   1. Verify the text is saved to the Desc field

6. Double-Click on the Notes field to open the Expanded view

7. Enter text in the Expanded view window and select Ok

   1. Verify the text is saved to the Notes field

8. Select F4. Edit

9. Select the Labor Tab

10. Select F4. Edit

11. Double-Click on the Notes field to open the Expanded view

12. Enter text in the Expanded view window and select Ok

    1. Verify the text is saved to the Notes field

13. Select F4. Edit

14. Select the VSM Tab

15. Select F4. Edit

16. Double-Click on the Notes field to open the Expanded view

17. Enter text in the Expanded view window and select Ok

    1. Verify the text is saved to the Notes field

18. Select F4. Edit

<<------------*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/Price File

PROBLEM SUMMARY:  When moving an item from Price file to Inventory from Inventory does not stamp the itrans

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

***Testing required if using the Price file functionality in Vision; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select F9. Inv/Pri

5. Select Move2Inv Ctrl+M

6. Select Yes to the Move to inven dialog

7. Access the part in Inventory

8. Select the Qty button

   1. Verify a transaction has been logged in the itrans report for the move from the Price file to Inventory

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  ROL report is not reporting on Branches or Warehouse/Multi-Inventory

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

***Testing required if using PTM Vision Branching or Multi-Inventory functionality; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Reports

4. Select L. Transaction Activity Detail

5. Once the report is generated, select the Branch dropdown and select a Branch that has transactions

6. Select the Refresh button

   1. Verify only transactions from the selected Branch are shown

7. Select the Store/Dept dropdown and select a Store that has transactions

8. Select the Refresh button

   1. Verify only transactions from the selected Branch/Store are shown

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When a part is added to Inventory through Purchase orders that is set to a specific Inventory, we are not adding the part to the correct inventory

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

***Note: Must have feature 3,72 ON, and 2,11 ON, along with a Category set to a specific Multi-Inventory; If not using the Multi-Inventory system, no testing is required***

<<--------------------*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. Select the Category that is set to a specific inventory

6. In the input field, enter a non-inventory part number

7. Press X to access Item details

8. Enter a Desc, Qty and Cost

9. Select Ok to add to the order

10. Select Yes to Back Order the item

11. Enter a valid supplier and select ok to create the PO

12. Select F11. PO

13. Select O to order the part

14. Select R to receive the part

15. Select F8 to process the PO

16. When prompted, select Ok to the Add to Inventory prompt

17. Exit Purchase orders and return to the Open Order

18. Select I. Inventory

    1. Verify the Inventory item has been added to the correct Multi-Store Inventory

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

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

• 2,11: Prompt for Category when starting Work orders

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=6_4_7_inventory_category_setup_and_reporting

APPLICATION: PTM Vision/Managed Mobile Inventory Integration

PROBLEM SUMMARY:  Mobile data button does not stay lit after user opens window; needs to stay lit until parts are processed into the system

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

***Testing required only if using the Mobile Manages Inventory application; Otherwise, no testing is required***

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

1. Log In to the Mobile Inventory Application

2. Select an Order Type

3. Do not enter an Order number

4. Select the Search button

5. Select an Order from the list

6. In the Enter or Scan a Job Number field, enter a valid value

7. In the Enter or Scan Job Number field, enter a Linepart/UPC

8. Select the Add button

9. Select Continue

10. Select Close to return to the Open Order List

11. Exit the Application

12. Access PTM Vision

13. Select the Mobile Invoices button

14. Exit the Mobile Invoices window

    1. Verify the Mobile button stays lit green until the part is processed

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

• 5,75: Enable Android Mobile Inventory Application

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_1_1

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  On-the-fly Labor populating list price of Part added prior to the Labor op

<<-------------------------------------*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 Part

   1. Note: Can be stocking or non-inventory part; must have List Price otherwise, part does not matter

7. Once the part has been entered, enter a on-the-fly labor by typing something like "NEED TO FIX THE HEADLIGHTS" and pressing enter twice

8. Say Yes to the dialog that states "Separate into Jobs?"

   1. Verify no List Price has been added to the Labor operation

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When a quick search is done for the Refer field, the backspace is not resetting the grid correctly filter

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Find a Purchase Order that has a Reference pointed to an Open Order number

4. Start typing in the Order number that is in the Refer field and press enter to filter the grid

5. Use the backspace key to clear the filter

   1. Verify the Purchase order grid is returned to the default sort 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/Open Orders/Open Orders History

PROBLEM SUMMARY:  WO parts/labor detail is blank when accessing closed orders with F10 search and Enter immediately after using F8. Source

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F10. Search History

4. Select F10. Search and select a Customer

5. Select Ok to add the Customer to the Search

6. Tab down to the Item Search field and enter an item

7. Select Ctrl+Enter to generate list

8. Line up on a Closed order and Select F8. Source

   1. Verify the correct order 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=orders_options

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  PO View at top does not always display the correct Vendor when the X is used to close the Purchase Orders window

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

N/A

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

1. Access PTM Vision

2. Click on or use the letter P to open up Purchase orders

   1. Verify the Vendor at the top is the same vendor that is shown on the Purchase order lined up on

3. Arrow down a couple line to a different Purchase order with a different Vendor

4. Use the X in the upper corner to close the Purchase order window

5. Click on or use the letter P to open up Purchase orders

   1. Verify the Vendor at the top is the same vendor that is shown on the Purchase order lined up on

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

N/A

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

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

APPLICATION: PTM Vision/Customer file

PROBLEM SUMMARY:  When the PRIVI password feature is set with a Password and a User accesses from the Customer file, F5. Delete causes the Customer delete dialog to be shown

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

***Note: This feature is Password protected. Contact Pluss Software support for assistance; Otherwise, if not using currently using this feature, no testing is required***

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+Tab to access the Privi Omit List

4. Enter the Password

   1. Verify the Omit list is shown and no error occurs

5. Select F2. New

6. Line up on the newly added User and CLICK the F5 button

   1. Verify the User is successfully removed from the Omit List

7. Select the Ok button

   1. Verify the Customer file is shown and no Delete Customer dialog is shown

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

• 1,93: User Privilege Security by Program and Button Privi.on

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  If the Vendor file is accessed while in PO's, the Vendor information at the top is changing to the Vendor last accessed in the Vendor file

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

   1. Take note of the Vendor info at the top

3. Select V. Vendor from the PTM Vision menu

4. Page down a couple records to a different vendor

5. Use the Esc key and return to PO's

   1. Verify the Vendor shown in the top view is the record lined up on in the Purchase order view and not the Vendor that was accessed in the Vendor file

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Manage Account Online - Vision Error if Cancelled by user

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

N/A

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

1. Access PTM Vision

2. Select Services

3. Select Integrations

4. Select Payment Processing

5. Select Pluss Payments

6. Select Manage Account Online

7. Select the Cancel button before the Merchant Track window displays

8. Merchant track window does not open and system error does not occur

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders and Vendor File

PROBLEM SUMMARY:  If the Vendor file is accessed and then the PO window is accessed, the PO view is incorrect

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select a Vendor

4. Select P. Purchase orders from the vision menu

5. Use the Esc key to leave PO's and return to the Vendor file

6. Page down a couple records

7. Select P. Purchase orders

   1. Verify the Vendor shown in the PO view is the Vendor of the PO lined up on and not he Vendor that was accessed from the Vendor file

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:   IIF Import : Auto-GL Mapping

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

1. Load IIF file to the designatged file folder in Vision

2. Verify the IIFImport.dbf is deleted from the Vision Folder

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

1. Access PTM Vision

2. Select A-Accounting 

3. Select E-Adjustment Journal

4. Delete the contents from previous imports 

5. Select U-Utilities

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

7. Select J-Payroll Import Options

8. Select B-IIF GL Map Setup, select Yes at prompt

9. Select F6-Auto Link

10. Select OK

11. Select U,I,J,A to import file

12. Select A-Accounting 

13. Select E-Adjustment Journal 

14. Select each line item and verify totals balance

<<------------*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/Open Orders/Open Order Search

PROBLEM SUMMARY:  Error occurring when trying to do an open order history search for a Customer and Item

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F10. Search History

4. Select F10. Search and select a Customer

5. Select Ok to add the Customer to the Search

6. Tab down to the Item Search field and enter an item

7. Select Ctrl+Enter to generate list

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When the PIP integration is off, and users have Categories, we are losing the Label on the field/focus on the Open order

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

   1. Verify the Category dropdown is in focus and the field label is shown

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

• 2,11: Prompt for Category when Starting Work Orders

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

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