APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Prevent users from deleting GL's that are "system defaults" or GL's with current transactions distributed to them

<<-------------------------------------*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. Line up on a Default General Ledger Account and select F5. Delete

   1. Verify a prompt is shown that states "This account is a default account, or it has a current balance. Please call Pluss for Support."

5. Select Ok to continue

6. Line up on an account with a current balance

   1. Verify a prompt is shown that states "This account is a default account, or it has a current balance. Please call Pluss for Support."

7. Select Ok to continue

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Open Orders: issue with subkit orders - when closing the main sale it will print / close the inhouse subkit order 

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

N/A

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

1. Access PTM Vision

2. Select O - Open Orders

3. Select Sales Orders

4. Select F2 - New

5. Add an Account Number

6. Select Alt-I Input

7. Add a Part Number (PTM123TESTSUB), select Enter

8. Select X to enter as Non-Stocking Part

9. Enter the description and Cost, select OK

10. Select No to Backorder a Non-Stocking Part

11. Select F12 - Sub-Order

12. Select Yes to create a Sub-Kit/Inhouse Order

13. Leave Inhouse defaults and select OK

14. Select  a Category from the dropdown

15. Select F12 - Sub-Order again 

16. Verify Update Cost is Y and Update Selling Price is N, select OK

17. On the original Sales Order, select Alt-F7 - Print Bill/Close

18. Select A - Cash to Close the Sales Order

19. Select Yes to would you like to close the attached Inhouse Orders

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Focus issue after selecting a Technician when adding an On the fly Labor operation

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

4. Select F2. New Order

5. Enter Customer Account Number

6. In the Input field, enter an On the Fly Labor Operation and press enter twice on the Keyboard

7. Select Yes to split into Jobs, if prompted

8. Enter a Value in Q-Hrs, if needed

9. Select a Tech

   1. Note: Do not select the 0 Tech

   2. Verify after a Tech is selected, the focis is returned to the Input field

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Sales Tax Report needs to Include Shop Supplies (Other Charges)

<<-------------------------------------*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 G. From Date to Date

5. Enter a Date range and select Ok to continue

6. Select T. Set Tax Report Format and Condition

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

8. Select No to the dialog that states "Would you like to group by Customer?"

9. Select A. All Sales

10. Select P. Preview

    1. Verify the Interest column has been replaced by the Supplies column

<<------------*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/Open Orders/Warranty Copay

PROBLEM SUMMARY:  When using Warranty Copay on an order, the amount needs to stay under the same tax area as the original sale for proper reporting

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

4. Select F2. New Order

5. Change the Terms to Chg (Charge) if not already

6. Enter Customer account information

7. In the Input field, enter Parts/Labor/Vehicle items

8. Select F6. Options/W. Warranty Copay

9. Select the Search dropdown and select a valid Customer (Vendor)

   1. Note: The most important thing to remember is that the "Vendor" has to be setup as a Customer

10. Enter an amount to charge in the Vendor amount field

    1. Verify the remaining amount is set in the Inhouse Warranty field

11. Enter the remaining amount in the Customer amount field and click the Ok button to continue

    1. Note: Amount entered here should equal the Amount in the Inhouse amount field

12. Select Ok to the dialog that states "Update Inhouse Warranty with 0.00?"

13. Select Alt+F7. Print Bill and Close

14. Exit Open order

15. Select C. Customer File

16. Select F8. Ar

17. Locate the Work order

    1. Verify the Warranty amount has been applied to the same Tax Area that was applied to the Work Order

<<------------*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/Customer File/Statements

PROBLEM SUMMARY:  Set Customer Statement detail by "Date" order

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select a Customer

4. Select F7. Print

5. Select C. Customer Statements

6. Select B. Print Statements by Name Only

7. Select the Customer from the list

8. Select F8. Process

9. Select F7. Print after the Statement has completed processing

10. Select F. View Electronic Documents

11. Select F7. Print/View when lined up on the Statement

    1. Verify the Statement is listed in Date order and not Natural Order

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

N/A

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

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