APPLICATION: PTM Vision/Accounting/Adjustment Journal and Accounts Payable

PROBLEM SUMMARY:  If the customer has multiple bank accounts they are able to create duplicate adjustment numbers if they select the drop down from the method

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select E. Adjustment Journal

4. Select F2. New

   1. Verify the Tran-Typs is set to A for adjustment and tab to the Adjust No field

   2. Verify an Adj Number defaults into the field and take note of this number

5. Select a Checking Account number using the 0 dropdown field and enter an amount to Credit

6. Select the Inventory account for the 1 dropdown and verify an equal amount is added to the Debit field

7. Select Ok to create the Adjustment

8. Select Ok to exit the Adjustments window

9. Select B. Accounts Payable

10. Line up on a Payable and use P to mark a few Payables Paid

11. Stay lined up on a Payable record and select F7. Print/A. Print Check

12. Change the Payable checking account to a different Checking account used to pay the Adjustment above

13. Using the Method dropdown, select Adj #

14. Select Ok to create the Payable

    1. Verify if the Payables Adjustment number is a duplicate of the one used for the Adjustment number in the above steps, a prompt is shown that states "Reference A XXXXX Name CHECKING XX/XX/XXXX”

15. Select Ok on the prompt and change the Adjustment number

16. Select Ok to create the Payable

    1. Verify the Payable adjustment is successfully created

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

N/A

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

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

APPLICATION: PTM Vision/Open Order and Purchase Orders

PROBLEM SUMMARY:  WO# not being held in the Refer field when selecting F11. PO from an 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

5. Enter Customer account number

6. Select F11. PO

7. Select No to the prompt that states "Would you like to Show All Items in Purchase Orders?"

8. Select F2. New

   1. Verify the Refer field is set to the Order#

9. Enter Inventory part order details and select Ok to create the Purchase Order

10. Select Yes to the prompt that states "Would you like to Add to Order#XXXX?"

11. Exit Purchase orders and return to the open Order

    1. Verify the Inventory item has been added to the order and the BO qty is set correctly

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Electronic Document Module

PROBLEM SUMMARY:  EDM not created when an ROA is processed but no receipt is printed

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

***Note: If not using the Electronic Document Module, no testing is required***

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F8. Ar

4. Select F12. ROA

5. Enter a Chk/Memo

6. Enter an Amount to Credit

7. Select Ok to create the ROA

8. Select F8. Process

9. Select Yes to build the Credit record

10. Select Yes to Save

11. Select a Tech

12. Select No to print a receipt

13. Once returned to the AR window, exit back to the Customer file

14. Select F7. Print/F. View Electronic Documents

    1. Verify a Document has been created for the receipt/ROA Payment

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

• Electronic Document Module: Please Contact Pluss Software Sales Department for more Information

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When adding an Item setup with a AltNo to a Purchase order, we are not adding the AltNo if AutoOrd is set to Y

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

***Must have an Inventory item setup with an Alternate Supplier/Part# in Inventory; If not using Alternate Suppliers/Part #’s, no testing is required***

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Select F10. Search and select a Inventory item setup with an Alternate Supplier/Part#

5. Set the Supplier code to the Alternate, and select Ok to create the Purchase order

   1. Verify the AltNo is correctly populated with Alternate item setup in Inventory

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

• 4,11: Always Order Alternate Numbers on Purchase Orders

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Inventory:  Add Commodity Code to Ctrl-E Editing Inventory Screen

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

N/A

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

1. Access PTM Vision 

2. Select I - Inventory

3. Select Ctrl-E - Editing Inventory Utility

4. Scroll to the end of the file and add, delete or update 

5. Select F8 - Apply Changes

6. Select Yes to update the Inventory file with the current changes

7. Enter the File Access Password and select OK

8. A message of the number of updates completed displays.  Select OK.

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=5_7_editing_inventory_items

APPLICATION: PTM Vision 

PROBLEM SUMMARY:   PlusPay Enable Control Scan for customers

<<-------------------------------------*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. On the MerchatTrack site, select the User Name in the top right corner 

8. Select Profile

9. Verify that PCI Management displays in the list of User Claims

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

N/A

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

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