APPLICATION: PTM Vision/Find Utility

PROBLEM SUMMARY:  When searching History by Part/Customer from the Find utility, an error occurs

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

N/A

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

1. Access PTM Vision

2. ClickF. Find

3. Click F11. History

4. Click A. By Part and By Customer

5. Click the Search down arrow to search for a part

   1. Verify the Inventory Search window is shown and no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Pluss Commerce

PROBLEM SUMMARY:  When trying to add part from the Price file to an Open order and Plussnet is enabled, an error is occurring

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

***Note: Testing only required if using Pluss Commerce/Pluss Pay and Inventory Price File Imports; 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. Select F10. Search

7. Select F9. Inv/Pri

8. Select a Item from the Price file and add it to the order

9. Enter a price to sell or qty sold, if prompted

   1. Verify no error occurs and the part is successfully added to the Work order

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

• Pluss Commerce/Pluss Pay: 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/Error Reporting

PROBLEM SUMMARY:  Update Error Submission text with Pluss Software

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

N/A

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

***No testing is required. This change is only reflected in the Error messaging text. No changes to core functionality have been made***

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Payments - Submitting Tax only fails using level 3 data due to amounteach is less than 0.01

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

N/A

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

1. Access PTM Vision

2. Select O - Open Orders

3. Select F2 - New

4. Add an Account Number

5. Select Alt - I - Input

6. Add Labor and Parts

7. Select F6 - Options

8. Select C - Deposit Utility

9. Select A - Create Deposit

10. Enter a Memo, Amount of deposit(total minus Tax), and select Card from the dropdown.Select OK

11. Process the Deposit by Credit Card - Success Message

12. Select Alt - F7 Print Bill / Close

13. Select C - Pay by Credit Card

14. Process the Tax amount only to close the Order - Success Message

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Customer Aging

PROBLEM SUMMARY:  Emailing EDM records via the aging report in customers fails when it hits a record with no EDM

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

N/A

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

1. Access PTM Vision

2. Select F7. Print

3. Select G. Customer Aging

4. Select the Email button once the Report is shown

5. Select Yes to the dialog that states "Attach EDM Documents?”

   1. Verify when the email is shown, all orders and documents are attached correctly

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/AR

PROBLEM SUMMARY:  On a ROA, using unapplied to pay invoices results in unapplied on wrong 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 F8. Ar

5. Select F12. ROA

6. In the Check# field, enter PREPAID

7. In the Amount of Credit field, enter $500

8. Select Ok

9. Select F8. Process

10. Select Yes to build a Credit for $500

11. Once returned to the AR screen, select F12. ROA

12. Select Cancel to view the Payment grid

13. Line up on the PREPAID amount, and select Y to mark the payment

14. Line up on an unpaid invoice and select Y to pay

15. Select F8. Process

16. Select Yes to create a Credit, if an amount is left over

17. Return to the Customer AR grid

    1. Verify the payment has been applied correctly to the correct Customer account

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

N/A

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

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