APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When Splitting a return order, we are creating a Return for a Positive qty and one for a Negative qty

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

N/A

<<--------------------*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 Part to Return

5. Enter a Quantity of -2 and select Ok to create the Return Purchase Order

6. Select O to Order

7. Select R to Receive

8. Stay in Receiving mode and select F2. New and create another PO for the same PO number, this one with a Qty of -11

   1. Verify no prompt is shown to split the order, and instead a second Purchase order is created for the-11 quantity entered

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When splitting a Return Purchase order and saying No to split the order, we are creating a Stock PO for a positive qty and we should not be

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

N/A

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

1. Access PTM Vision

2. Select F2. New PO

3. Select F10. Search and select a Part to Return

4. Enter a Quantity of -22 and select Ok to create the Return Purchase Order

5. Select O to Order

6. Select R to Receive

7. F4. Edit on the Purchase order and change the Quantity to -2

8. Select No to the prompt that states "Would you like to create a record for the split order?"

9. Select Yes to the prompt that states "The quantity of this backorder item has changed from -22 to -2. Do you want to decrease the qty backordered on order RETURN?"

   1. Verify the Purchase order is updated to the -2 quantity and no additional Purchase orders are created

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Aging Report

PROBLEM SUMMARY:  When in a customer and printing a customer aging report if you choose to email the report the email address in the customer file in question will not populate in the TO field

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

N/A

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

1. Access PTM Vision

2. Select F7. Print

3. Select G. Customer Aging

4. Select Yes to the prompt that states "Include EDM attachments for this report?"

5. Select the Email icon at the bottom toolbar on the Report window

   1. Verify the Customer's email address that is defaulted from the Customer file is correct for the customer accessed

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

N/A

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

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

APPLICATION: PTM Vision/Reporting/Sales Tax Report

PROBLEM SUMMARY:  Sales tax report selecting last record in the Customer file to populate the To field when the Email button in selected

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select C. Income/Receivables

4. Select T. Tax (Sales) Report

5. Select Yes to the dialog that states "Would you like to group on tax area? Select Y to compare gross-less tax against Taxable total sales"

6. Select Yes to the dialog that states "Would you like to group by Customer?"

7. Select A. All Sales

8. Select P. Preview Report

9. Select the Mail button

   1. Verify no email address is blank and has not been defaulted to a Customer email address

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay: Move menu to more convenient location

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

N/A

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

1. Access PTM Vision 

2. Select Services

3. Select Pluss Payments

4. All menu items have been relocated and are operational 

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Bug 20681 - PlussPay - Open Orders: Refunding a non-taxable item on an originally taxed Credit Card transaction fails

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

N/A

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

1. Access PTM Vision 

2. Select O - Open Orders

3. Select Work Orders

4. Select F2 - New

5. Add an Account Number 

6. Select Alt-I - Input

7. Add Parts and Labor

8. Select Alt-F7 - Print Bill/Close

9. Select C - Pay by Credit Card

10. Processes the transaction - Success Message

11. Select F2 - New 

12. Enter the same Account Number 

13. Select Alt-I - Input

14. Select Ctrl-H and Yes to limit search to this Customer

15. Enter the WorkOrder Number  in the Grid Search and Select Enter

16. Highlight the Labor item on the Work Order to Refund

17. Select F11 - Refund

18. Update the quantity to refund

19. If shop supplies are included in the refund, select Shift+5 and remove the charge percentage and update the Total.  Select OK

20. Select C - Pay negative amount by Credit Card

21. Transaction Successful

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:   Commodity Table : issue with indexes getting built after update

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

N/A

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

1. Error condition no longer occurs when accessing Inventory

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  VBar Hotkeys being activated when typing the first character in an input field

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select U. Utilities

4. Exit the Utilities menu and return to Purchase orders

5. Select F4. Edit on a Purchase order

6. Select a Hotkey, such as C for Customer File or O for Open Orders

   1. Verify the Input field is changed and another window is not opened

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

N/A

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

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