APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Blocking users from using [F5] in the customer files screen is blocking the menu option F. in the print menu

<<-------------------------------------*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 FileV

3. Select Ctrl+Tab to access the Privileges menu

4. Enter the Password

5. Select the User currently logged in

6. In the Omitlist for the user, enter F5 and select Ok

7. Select F5. Delete

   1. Verify the Delete key functionality does not function for this user

8. Select F7. Print

   1. Verify the F. View Electronic Documents is shown in the list

<<------------*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=user_level_privilages

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When in a Customer AR, using the F11. NxtAR button causes the Ytd Amount Purchased field to hold the value of the first Customer file opened (Display)

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Search for a Customer that has a YTD Amount Purchased value

5. Select F8. Ar

   1. Take note of the YTD Amount Purchased value

6. Select F11. NxtAr

   1. Verify the YTD amount changes to the YTD amount for the next Customer AR

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

N/A

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

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

APPLICATION: PTm Vision/Inventory

PROBLEM SUMMARY:  When using the Escape key to leave the Low Quantity supplier dialog, the Search window goes blank if no results are found instead of just returning a blank grid view

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

***Testing required even if not using Feature 3,30***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Select Ok to access Search grid view

5. Select F11 to generate the Low Qty Supplier popup

6. Select the Esc key on the keyboard

   1. Verify the Search grid is shown and no filter has been applied from the Low Quantity popup

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

• 3,30: Join All Subinventories during Searches

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

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

APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When using F9 Ord All on the Low quantity report, when returning to the Purchase orders grid, the grid filter is not properly set to default

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F9. Low Qty Report

4. Remove any Vendor, if there is one added, so all vendors are shown that have low quantity orders

5. Select Ok

6. Select X. Current Inventory

7. Select F9. Ord All

8. Select Yes to the dialog that states "Process all Automatically?"

9. Select P. Purchase Orders

   1. Verify the Grid is set to the default sort order: 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=low_quantity_order

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Cursor issue in Input box after clicking outside of Vision

<<-------------------------------------*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 an On-the Fly labor operation

   1. i.e. FIX THE TRUCK

7. Click on the I. Inventory menu icon

8. Exit Inventory and return to the Open Order

   1. Verify when you click in the Input field, the Cursor is placed at the end of the text and not the beginning

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Using Ctrl+Tab to access Privi Omit list in Inventory, an error occurs

<<-------------------------------------*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 I. Inventory

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

<<------------*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=user_level_privilages