APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Customer File has Accounts Receivable GL set different than the default and Sales are not going to GL set in the Customer File when closed

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F2. New

5. Enter Account Number needed for new GL account

6. Enter Account Name and select Ok

7. Select A. Current Asset

8. Select D. AR Receivable

9. Exit the Chart of Accounts

10. Select C. Customer File

11. Select F9. More

12. Select F4. Edit

13. In the Accts Rec GL#., enter the GL# created above

14. Select F4. Edit to save

<<--------------------*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 setup with the GL#

6. In the Input field, enter an Inventory item and a Labor operation

7. Select Alt+F7. Print Bill and Close

8. Select A. Accounting System

9. Select D. Chart of Accounts

10. Line up on the Customer GL#, and select F8. Detail

    1. Verify the transaction has been sent to the correct GL account

<<------------*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:  PlussPay - Configuration Merchant ID(receipts) description does not display on Invoice

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

N/A

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

1. Access PTM Vision

2. Select Services from the File menu

3. Select Integrations

4. Select Payment Processing 

5. Select Pluss Payments

6. Select Configure Payment Processing

7. Add a description to the Merchant ID(receipts) field, up to 15 characters, Select OK

8. ESC to main menu

9. Select O - Open Orders

10. Select F2 - New

11. Add an Account Number

12. Add parts and/or Labor to Input field

13. Select Alt+F7 - Print Bill/Close

14. Select C - Pay by Credit Card

15. Processes payment by credit card with a successful response

16. Print the Invoice - The top line of the Credit Card Receipt info should display the description in the Merchant ID(receipts) field

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

N/A

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=2_2_starting_a_new_order#pageid=printing_and_billing

APPLICATION: PTM Vision/Customer File and Quickbooks Desktop Integration/Payments

PROBLEM SUMMARY:  In Vision, we are able to send an ROA without a Reference Number which causes the Payment to not send to Quickbooks

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

***Testing required 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. Select F10. Search

4. Locate a customer with an account balance

5. Select F12. Credit

6. DO NOT Enter anything in the Check/Memo field

7. Enter an Amount

8. Select Ok to create Credit

   1. Verify a dialog is shown that states "Check/Memo must be entered when Quickbooks Integration is Enabled"

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

• Quickbooks Desktop Integration: Please Contact Pluss Software 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 and the Managed Mobile Inventory Application

PROBLEM SUMMARY:  When Branch ID Code feature 7,21 is blank, Vision does not consume the incoming transactions

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

***Testing only required if using PTM Vision and the Managed Mobile Inventory application; otherwise, no testing is required***

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

1. Log In to the Mobile Inventory Application

2. Select the Scan to Order tab

3. Select a Order Type and enter an order#, or select Ok to display all available orders for that order type

   1. If list is generated, select Order needed

4. Enter a Job#, if needed

5. Enter a Linepart and select Ok to add to order

6. Enter quantity needed for order

7. Select Add to add Linepart to selected Order

8. Select Continue on Order Update Successful dialog

9. Select the Mobile Invoices button

   1. Verify Linepart is shown

   2. Verify the correct Order# and Type is shown

   3. Verify the the F6/F8 Process button is selected, the Line part is added to the correct order with the correct quantity

   4. Note: A Cycle Count can also be completed from the Application for testing purposes, if needed

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

• 7,21: Branch Id Code

• 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 

PROBLEM SUMMARY:  IIF Import : Issue with large transactions with a group of 1 type accounts.

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

1. Load an IIF Import file to the location identified in Feature 5,61

2. Verify no IIFIMPORT.DBF is present in the Vision root folder, if so delete it

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

1. Access PTM Vision 

2. Select U - Utiities

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

4. Select J - Payroll Import Options

5. Select A - Generic IIF Import

6. Select A - Accounting 

7. Select E - Adjustment Journal and verify the accounts balance

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

N/A

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

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