APPLICATION: PTM Vision/Open Orders/History Search

PROBLEM SUMMARY:  F10 Search History not displaying Customer Name in grid when typed first then arrow selected

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F10. Search History

4. In the Customer Search field, type in a Customer name and then select the Search down arrow

   1. Verify the search grid is lined up on the same Customer that was typed into the Customer name field

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=f10__search_history

APPLICATION: PTM Vision/Customer File/Accounts Receivable (Pluss Portal)

PROBLEM SUMMARY:  Editing an AR record does not trigger a sync to Pluss Portal

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

***Note: Testing required if using Pluss Portal; Otherwise, 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 the Rec button

5. Line up on a Payment and select F4. Edit

6. Edit the Amount and select F4. Edit to save the change

7. Exit the Customer file

8. Access the Pluss Portal website

9. Login to the Customer account used in the steps above

10. Select the Invoices tab

    1. Note: The Invoices tab may have a different name depending on website setup. Access tab that contains Customer Invoices

11. Locate the Payment that was edited

    1. Verify the Amount has been updated to match the change made to the record in the business system

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

• Pluss Portal: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision/Customer File/Accounts Receivable (Pluss Portal)

PROBLEM SUMMARY:  Editing an AR record does not trigger a sync to Pluss Portal

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

***Note: Testing required if using Pluss Portal; Otherwise, 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 F2. New

5. Enter a Memo in the Details field

6. Enter an amount in the Unapplied field

7. Select F4. Edit to save the record

8. Exit the Customer file

9. Access the Pluss Portal website

10. Login to the Customer account used in the steps above

11. Select the Invoices tab

    1. Note: The Invoices tab may have a different name depending on website setup. Access tab that contains Customer Invoices

12. Locate the newly created record

    1. Verify the new record has been added to the Portal and all details are correct

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

• Pluss Portal: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision/Customer File/Accounts Receivable (Pluss Portal)

PROBLEM SUMMARY:  Updating Posted field in AR does not trigger a update to the Portal

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

***Note: Testing required if using Pluss Portal; Otherwise, no testing is required***

<<--------------------*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. In the Input field, enter Inventory part(s)/Labor operation(s)

7. Select Alt+F7. Print Bill and Close

8. Select D. Charge to Account

9. Access PTM Vision

10. Select C. Customer File

11. Select F8. AR

12. Select F12. ROA

13. Enter the Order Number in the Memo/Check field

14. Enter the Amount of the order and select Ok to create the Credit

15. Line up on the Order in the grid and select Y. Yes

    1. Verify the record is set to PAID

16. Select F8. Process

17. Select Yes to create credit

18. Select a Salesman

19. Select No to print a Receipt

20. Exit the Customer file

21. Access the Pluss Portal website

22. Login to the Customer account used in the steps above

23. Select the Invoices tab

    1. Note: The Invoices tab may have a different name depending on website setup. Access tab that contains Customer Invoices

24. Locate the Order that was updated to P for Posted

    1. Verify the Amount has been updated to match the change made to the record in the business system

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

• Pluss Portal: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Additional error protection is needed around borderless form resizing to prevent additional errors when handling an error

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

N/A

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

****No testing is required. No changes have been made to PTM Vision core functionality and this fix only affects when error messages are seen***

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/F9 More

PROBLEM SUMMARY:  F9 More Flooring percent field not displayed even when Populated

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

***This field is used with the Vehicle Sales Module; if not using, not testing is required***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F9. More

   1. Verify the Flooring Percent field is showing

4. Enter a value in the Flooring Percent field and select Ok

5. Select F9. More

   1. Verify an additional field is shown, 'Type' and is defaulted with an E for Enter Date

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Obfuscate the authentication information in log file

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

N/A

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

1. Access PTM Vision 

2. Select Services

3. Select Pluss Payments

4. Select View Log

5. Highlight Log File

6. Select F4 - Edit to view

7. Authsecret displays with XXXXX

8. Authuser displays with XXXXX

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

N/A

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

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