APPLICATION: PTM Vision/Inventory and Purchase Orders

PROBLEM SUMMARY:  When any return is done from Inventory, the Reference on the PO is incorrect until you enter the Purchase order

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Enter a Core Inventory Part number

5. Select Ctrl+O. Order

6. Enter a Negative Quantity to Return the Dirty Core parts

7. Enter a valid Supplier

8. Select Ok to create the Return Purchase Order

9. Select P. Purchase Orders

10. Locate the Return Purchase Order created

    1. Verify the Reference is set to RETURN and not STOCK

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY:  Printing a Custom Shop Copy not supported from Time clock

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

***Note: If not using Time Clock, 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 15,5

6. Set the feature to form 26

7. Select Ok to save

8. Select X. Esc Exit

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech

4. Select a Work order

5. Select the Jobs tab

6. Select the View Shop Copy button

   1. Verify the form shown is correct and is not the default form

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

• 15,5: Custom Shop Copy Form If Different from Default

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

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

APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Performing a 'range' grid search in the D. chart of accounts - detail on a GL view causes an error to occur

<<-------------------------------------*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 with details

5. Select F8. Details

6. Right click on the Debit column

   1. Verify no error occurs and the range filter is shown

7. Select the Esc key

8. Right click on the Credit column

   1. Verify no error occurs and the range filter 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=chart_of_accounts

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Parts that should be hidden are being shown on the work order B copy

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

1. Access PTM Vision

2. Select U. Utilities

3. Select D. Print Setup

4. Setup printer profile to print 2 copies of Workorder B copy

5. Select Ok to save

6. Select U. Utilities

7. Select J. System Setup

8. Select Q. System Features

9. Enter 2,8 in the Search field and activate the feature

10. Select Ok to exit

11. Select X. Esc Exit

12. Select Yes to save changes

<<--------------------*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 information

6. In the Input field, enter a Stocking part with quantity in stock

7. Select F4. Edit and check the Hide checkbox

8. Select Ok to save

9. In the Input field, enter another Stocking part with quantity in stock

10. Select Ctrl+F7. View/Print Copy

11. Once the "How Many Copies?" dialog is shown, press Enter on the keyboard

    1. Verify the hidden part is not shown on the Work Order B Copy

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

• 2,8: Enable Ability to Hide Part Numbers on All Orders

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Selecting Features from the Services menu with Open Order window still open, when selecting Yes to close all open windows, we do not close Open Orders

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select Services/Features

4. Select Yes to the dialog that states "Loading system setup will close all open windows. Are you sure you would like to continue?"

   1. Verify the Open orders window is closed and the Features window 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=system_features

APPLICATION: PTM Vision/

PROBLEM SUMMARY:  

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

N/A

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

1. Access PTM Vision

2. Select Mobile/Mobile Users

3. Select an existing Tech from the list to edit

4. Change the View Cost or Can Order checkboxes

5. Access the Mobile app

6. Login to the user edited in the setup

   1. Verify settings for the User are correct

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

• Managed Mobile Inventory Application: Please Contact Pluss Customer Support for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_0_barcode___managed_mobile_inventory

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  GST forces to round up if over .5%  and zeroes out it below .5%

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

***Testing only required if using the GST/PST Tax; Otherwise, 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. Open an existing order that contains at least one Inventory item/Labor Operation

   1. Verify the GST Tax has been properly calculated and applied to the Work Order

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

• QGST: Gst Tax (Canada) Tax %

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Watermark issue when file is a GIF and not a JPG

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

***Testing required only if using the Watermark feature; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work Orders

4. Select an existing open order that contains at least one Inventory item/Labor Operation

5. Once the order is open, select Ctrl+F7

   1. Verify the Watermark on the Shop copy is correctly displayed

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

• 3.31: Use Watermark on Order Copies

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Open Orders: Moving Parts using Ctl+X/Alt+F2 is assigning LOP even if one does not exist

<<-------------------------------------*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 Inventory item with quantity in stock

7. Select Ctrl+X to mark the Inventory item

8. Select Alt+F2 to move the item

9. Enter an existing Work Order

10. Select the Remove part checkbox

11. Select Ok to move the part to the other open order

12. Select Yes to view order

    1. Verify the Inventory item has been moved to the existing open order

    2. Verify if a Labor Operation existed on the other order, the Inventory item has been placed at the Top of the Open Order

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

• 2,8: Group Parts to Labor operations - Needs to be OFF

• 10,13: Parts On T=Top

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Vision loses focus when escape or ctrl enter to leave the open PO view after receiving items

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order 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 item

8. Select F11. PO

9. Select O to Order to Inventory item

10. Exit Purchase order using the Esc key on the keyboard

11. Select F11. PO

12. Select R to Receive the Inventory item

13. Select Ctrl+F. Freight

14. Select the correct Freight charge

15. Enter an Incoming Cost and Quoted Cost in order to add it to the Sales order

16. Select F8. Process

17. Apply to Payables

18. Select the Esc key on the keyboard

    1. Verify the correct order is shown and the charges have been correctly applied

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

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