APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Report for Part History (Cost) does not show cost

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+H - Order History

4. Enter a Date range and select Ok

5. Line up on an Order and select F7. Report

6. Select Yes to the dialog that states "Show Costs?"

   1. Verify Cost is shown when the Report is generated

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Fullsteam Pay - Disable XCharge in Vision effective 8/1/2020

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

N/A

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

Access PTM Vision

Verify Function 5,77 (Fullsteam Pay) is disabled 

Select O - Open Orders

Add an Account Number

Add Parts and Labor to the Input section 

Select Alt+F7 to Print Bill/Close

Select C Pay by Credit Card

A Message will display in the top right corner of the screen indicating ‘This Credit Card integration is no longer supported in PTM Vision’ 

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/ Credit

PROBLEM SUMMARY:  When an ROA is created for a customer, at times it is not getting Name information causing a failure

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

***Testing required only if using the Quickbooks Desktop Integration; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select C. Customer File

3. Locate a customer with an account balance

4. Select F12. Credit

5. Enter an Invoice no.

6. Enter an amount

7. Select Ok using the mouse

8. Select Yes to build the credit record

9. Select a user from the list by double-clicking

10. Select No to print receipt

11. Select No to attach docs

12. Access the QBDI and verify a payment record has been created

    1. Verify a Payment is created and successfully sent to Quickbooks

    2. At times, the error would occur on the first payment; if not, continue to the next step

13. Using the PgUp/PgDn button, locate a different customer

14. Follow steps 4 -11 again, then access the QBDI

    1. Verify a Payment is created and successfully sent to Quickbooks

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

• Quickbooks Desktop Integration: Please Contact Pluss 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/Purchase Orders and Accounting/Chart of Accounts

PROBLEM SUMMARY:  When a Customer has a GL account setup using 4 characters, but also has an Inven letter and no Dept Gl setup, the last character of the GL is cutoff when adding to a PO and selecting the Mstore stock from the Refer field

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F6. Options

5. Select A. System Setup Defaults

6. Update the Inventory default to a 4-digit GL#

7. Select F8. Update

8. Select Yes to the dialog that states "Would you like to add XXXX to inventory?"

9. Select Ok to exit

   1. Verify the GL Account has been added

10. Exit the Chart of Accounts

11. Select U. Utilities

12. Select J. System Setup

13. Select P. Setup Default City-State-Zipcodes / Workorder Dept.

14. Select B. Work Department and Status

15. Setup a W-Category with a name/Inveltr

    1. Note: Use an existing MStore Inventory letter

16. Select Exit Esc

17. Select X. Esc Exit

18. Select Yes to save changes

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter a non-inventory part and cost

5. Select the Refer field, and select the Stock (Mstore) setup in the steps above

   1. Verify the GL# field is showing all 4 digits of the GL account number

6. Select Ok to create the Purchase order

7. Select O to order the part

8. Select R to receive the part

9. Select F8 to process the PO

10. Select Yes to add to Payables

11. Enter an Invoice No. and select Ok to continue

12. Select A. Accounting System

13. Select D. Chart of Accounts

14. Line up on the Inventory GL account and select F8. Detail

    1. Verify the Purchase order has been recorded to the general ledger account properly

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