APPLICATION: PTM Vision/Open Orders Grid

PROBLEM SUMMARY:  Open Orders Field list has display issue when feature 10,24 is changed

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

   1. Verify the new column is shown on the Grid

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

• 10,24: Promised Field on Orders

• 1,11: Open Orders field list; Open Orders Column List

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders

APPLICATION: PTM Vision/Accounting/Financial Statements

PROBLEM SUMMARY:  Financial report inaccurate when running by quarter vs by month

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System<

3. Select D. Chart of Accounts

4. Select F7. Print

5. Select A. Financial Statements

6. In period drop down go to the bottom for q1, q2, q3, q4

7. Ensure YTD-Bal has a value of Y

8. Click the Refresh button

9. View the last page of the report

   1. Verify any Dividend account listed has the correct value

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

N/A

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

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

APPLICATION: PTM Vision/Pluss Portal

PROBLEM SUMMARY:  Remove Delete Functionality from Incoming Invoices/Sales

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

***Note: Testing required only if using Pluss Portal with Pluss Payments integration and/or Pluss  Commerce; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select the green Invoices button

   1. Verify the Delete button has been removed

<<------------*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/Vendor File/Accounts Payable

PROBLEM SUMMARY:  If Vendor is set to pay by ACH, we do not populate the Adjustment number in the field when printing checks

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F10. Search

4. Enter the Vendor account setup with a Method of ACH

5. Select F8. AP

6. Select P on a Payable

7. Line up on the marked item and select F7. Print

8. Select A. Print Check

   1. Verify when the Processing Payables window is shown, the Method is set to ACH and the Confirm Check field has been properly auto populated with the Adjustment number from the selected Checking account

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders and Sales Orders

PROBLEM SUMMARY:  The Sales Order is back ordering items incorrectly at the Main location

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

***Testing only required if using PO/SO Transfer functionality; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Open the Branch Store

3. P - POs

4. F2 - New

5. Add a Part from the Main Store that has quantity in stock in Main

   1. The Vendor should be the Main Branch

6. Add a Quantity of 1

7. Repeat Steps 3 and 4 for a different Part

8. F2 - New

9. Add a Part from the Main Store that only has part of the requested quantity in stock in Main

   1. The Vendor should be the Main Branch

10. Add a quantity of 5 on the PO

11. Repeat Steps 3 and 4 for a different Part

    1. Verify that you have 4 Parts on that PO with Parts 1, 2, and 4 having adequate quantity in stock in Main and Part 3 can only be partially fulfilled with what is in stock in main

12. O - Order

13. F7 - Print

14. A - Print Current PO #

    1. This should display a dialog that the PO was transferred to the main branch

15. Go to the Main Branch

16. Click the Invoices button in the Commerce bar at the bottom of the screen

17. F6 - Process the PO from the Branch

18. O - Open Orders

19. Navigate to the Sales Order tab

20. Open the Sales Order that was created for the PO/SO Transfer

    1. Verify only the third part on the order is back ordered and no other parts are prompted to be back ordered that do not require a back order

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Archive Data not working on the sldonh2 Report

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select B. Archive

5. Select A. By Line

6. Enter a Linepart and select Ok

7. Select J. By Date and enter a Date Range

8. Select Yes to Closed Dates

9. Select I. Summary by Part Number

10. Select Yes to Show Description

11. Select P. Preview

    1. Verify when the Report is shown, the Min/Max and Qty values are displayed correctly

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

N/A

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

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