APPLICATION: PTM Vision/Customer File and Quickbooks Desktop Integration

PROBLEM SUMMARY:  When using the Sync Missing from the Middleware and a Customer in QB does not have an Account number, Vision does not assign an account number

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

***Note: Testing required only if using the Quickbooks Desktop Integration with PTM Vision; Otherwise, no testing is required***

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

1. Open the Quickbooks Desktop Application

2. Access PTM Vision

3. Open the Quickbooks Desktop Integration Overview Application

4. Access the Customer tab and select Load Customers

   1. Verify all the existing Customers in PTM Vision and Quickbooks are shown and properly linked

5. Open the Customer file in Quickbooks and create a new Customer

6. Enter a Company Name, Customer Name, Address, Phone number, but DO NOT add an Account Number

7. Select Ok to create Customer in Quickbooks

8. Access the Quickbooks Desktop Integration Overview middleware

9. Select the Customer tab and select Load Customers

   1. Verify the newly added Customer in Quickbooks is shown at the bottom of the list and has not yet been sent to PTM Vision

10. Select the Sync Missing button

11. Once the Sync has completed, access PTM Vision

12. Select C. Customer file and search for the Customer

    1. Verify the Customer has been successfully added to PTM Vision and assigned an Account number

13. Access Quickbooks Desktop application and open the Customer file

    1. Verify the Customer has been assigned the same Account number in Quickbooks as was just created and assigned to the Customer in PTM Vision

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

• Quickbooks Desktop Application Integration: Please Contact Pluss 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/Inventory and Purchase Orders

PROBLEM SUMMARY:  StdPkg/Case fields getting set to 0, causing issues with ordering

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select or create a part with a StdPkg of 0 and a Case set to 1

4. Select Ctrl+O. Order

5. Select Ok to create the Purchase order

6. Exit Inventory

7. Select P. Purchase Orders and locate the PO created from Inventory

   1. Verify the Purchase order has been created correctly

8. Select F2. New

9. Enter the same part number used above

   1. Verify the Cost is shown correctly on the Purchase order

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Issue with Areacode field in database not getting updated when editing account

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search

4. Select a Customer account

5. Select F4. Edit

6. Change the Area Code and select F4. Edit to save

   1. Verify the Area Code is saved successfully

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Extended Cost field does not have enough room to display the full figure, causing the stars to display instead

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select H to access Purchase order History

4. Select Alt+F7 to access Report Menu

5. Select A. Report Grouped By Vendor.Line-Qty-Margin-Vendor Invoice

6. Select D. By Vendor

7. Enter Vendor Code and select Ok

8. Select G. By Order Date

9. Enter Date Range and select Ok

10. Select P. Print Report

    1. Verify the Subtotals and Totals 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=purchase_order_report

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Discount is applied to an Invoice, the 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 the Work Orders

4. Select F2. New Order

5. Enter Customer account that is setup with a Discount

6. In the Input field, enter a Part or Labor, or both depending on how you setup the discount

   1. Verify once the part is ordered, a negative Discount is applied to order in the Other amount field

7. Select Alt+F7. Print bill and Close

8. Select Pay by CC if order was not set to Cash/CC#

9. Select Pay by CC if order was not set to Cash/CC#

10. Select yes to apply to card on file, if prompted or enter a new CC#

    1. Verify the Credit card transaction is Successful

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

N/A

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

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