APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Tax value displayed on Open Order view is incorrect, but is shown correctly on the printed Work 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

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter an Inventory item and/or Labor Operation

   1. Verify the Tax value, if any, if properly rounded on the order

   2. Verify the Tax value on the order matches the Tax value when the order is Printed and Closed

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Set F5. Delete Dialog Prompt Defaults to No

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a Purchase Order

4. Select F5. Delete

   1. Verify the prompt that states "Would you like to delete XXXXX in Purchase orders?" is defaulted to No

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:   Need to remove View License Agreement from the File menu

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

N/A

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

1. Access PTM Vision

2. Select File tools menu

   1. Verify the License Agreement link has been removed

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

N/A

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

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

APPLICATION: PTM Vision/PlussPay/User Configuration

PROBLEM SUMMARY:  The configuration option for enabling access to the Virtual Terminal in Merchant Track needs to be added back in

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

N/A

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

1. Access PTM Vision

2. Select Services/Integrations/Payment Processing/Pluss Payments/Configure Online Users

3. Line up on a User and select F4. Edit

   1. Verify the Virtual Terminal checkbox is shown

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

• PlussPay: Please Contact Pluss Sales Department for More Information

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

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

APPLICATION: PTM Vision/Customer File/Accounts Receivable

PROBLEM SUMMARY:  Error occurring when accessing Customer File/Accounts Receivable

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F8. Ar

4. Select F10. Search and select a Customer

   1. Verify no error occurs

<<------------*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/Reporting

PROBLEM SUMMARY:  Interchange report trimming Interchanges that are 21 characters in length

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select J. Other Inventory

4. Select A. Interchange Report

5. Enter a Lincode on which to report and select OK to generate to report

   1. Verify the Linepart Interchanges names are not getting cut off on the report

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

N/A

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

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