APPLICATION: PTM Vision

PROBLEM SUMMARY:  Issue with License validation when 1,73 is active

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

***Testing required only if using feature 1,73 (Canadian Date Format) and are not using concurrent licensing; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the search field, enter 1,73 and select Ok to save

6. Select X. esc exit

7. Select Yes to save dialog

8. Select Services/Account Software Utilities/Validate Product

9. Select Ok to dialog

10. Exit PTM Vision

11. Access PTM Vision

    1. Verify the License Qty value in the upper right corner of the application is correct

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

• 1,73: Change date to DMY

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_setup 

APPLICATION: PTM Vision/Vision Menu Bar

PROBLEM SUMMARY:  After a Version Update or UKN (Structures) are ran, we are no longer able to use the VBar hotkeys

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select K. File Utilities

4. Select N. Update Structures

5. Enter PTM-FAC and select Ok

6. After returning to Vision, select a Menu bar hotkey such as O for Open orders or I for Inventory

   1. Verify the correct menu item is opened when the hotkey is selected

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

N/A

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

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

APPLICATION: PTM Vision and Pluss Portal/Pluss Commerce/PO SO Transfers

PROBLEM SUMMARY:  Allow only PO/SO Transfer items Delete capability and do not allow Pluss Portal/Commerce items to be deleted

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

***Testing required only if using Pluss Portal, Pluss Commerce, or the PO/SO Transfers within PTM Vision; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select the Invoices button

   1. Note: Must be green in order to open grid

   2. Verify the Delete button is shown

3. If using Pluss Portal, line up on a Payment and select F5. Delete

   1. Verify a dialog message is shown that states "The invoice you are trying to delete originated from Pluss Portal/Commerce and cannot be deleted at this time. Please process the invoice and adjust in receivables

4. If using Pluss Commerce, line up on a Sale and select F5. Delete

   1. Verify a dialog message is shown that states "The invoice you are trying to delete originated from Pluss Portal/Commerce and cannot be deleted at this time. Please process the invoice and adjust in receivables

5. If using PO/SO Transfers, line up on a Transfer item and select F5. Delete

6. Select Yes to the dialog that states "Are you sure you want to delete this incoming invoice/order?"

   1. Verify the incoming PO/SO Transfer item is removed from the grid

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

• Pluss Commerce: Please Contact Pluss Sales Department for more information

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

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

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_7_4_d_salesorder_in_po_so_transfer

APPLICATION: PTM Vision

PROBLEM SUMMARY: PlussPay - ROA and Deposit Credit Card trans allow a less than zero amount and processes as a positive value 

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

N/A

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

1. Access PTM Vision 

2. Select C - Customer File

3. Select F12 - AR

4. Select F6 - Credit Card

5. Enter a Memo

6. Enter a Negative Payment Amount, select OK

7. A message displays that an amount of Zero or less cannot be processed by Credit Card

8. The same rules are implemented for Work Order Deposits

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

N/A

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

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

APPLICATION: PTM Vision/Vendor File and Quickbooks Desktop Integration

PROBLEM SUMMARY:  Vendor Codes being removed from Vision

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

***Testing only required if using the Quickbooks Desktop Integration; Otherwise, no testing is required***

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

1. Access Quickbooks Desktop

2. Open the Vendor file

3. Select a Vendor that is linked with the same Vendor in PTM Vision

4. Open the Vendor in Quickbooks and remove the Account number

5. Select Okay to save

6. Access PTM Vision and allow the middleware to sync the change to the Vendor back to Vision

   1. Verify the Vendor code in Vision has not been removed

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

• Quickbooks Desktop Integration: Please Contact PLuss Software Sales Department for more information

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Omniview : Import is case sensitive but omniview data may not be.

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

N/A

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

1. Access PTM Vision using a data set from Trailer Sales and Service (465-1800)

2. Access the TMS/Archive folder.  

3. Update one of the files and change the SALES TAX PAYABLE text to all lower case or mixed case.  

4. Save the file as a new date.iif in the TMS folder

5. From the Vision Menu, select U - Utilities

6. Select I - Q-Books-Excel Import/Export 

7. Select D - Omniview Import Data

8. Select C - Customer 

9. Select F4 - Find

10. Search for the name of a Customer in the File Imported

11. Select F8 - AR

12. Scroll to the bottom and verify a record was enter that matches the Transaction date, Amount, and a TMS in the WRTBY field from the imported file 

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Omniview : import defaults to 405 for sales tax but should be based on qtax

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

N/A

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

1. Access PTM Vision using a data set from Trailer Sales and Service (465-1800)

2. Access the TMS/Archive folder.  Update one of the files and change the file name

3. Select I - Q-Books-Excel Import/Export 

4. Select D - Omniview Import Data

5. Select C - Customer

6. Select F4 - Find

7. Search for the name of a Customer in the File Imported

8. Select F8 - AR

9. Scroll to the bottom and verify a record was enter that matches the Transaction date, Amount, and a TMS in the WRTBY field from the imported file 

10. Select F9 - Extend

11. Verify Tax Liability is in GL 405

12. Select Services

13. Select Features

14. Select Alt-S to search

15. Enter 5,55.  Add another Gl account number

16. Redo steps 2-10

17. Verify Tax Liability is in GL Account Feature 5,55 was updated to

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

N/A

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

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