APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When selecting PgDn button on the AR grid when no records are in the grid causes a C0000005 error

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Search for and Select a Customer that has no Paid AR records

4. Select F8. AR

5. Select the PgDn button on the keyboard

   1. Verify 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=accounts_recievable 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  F12. Subkit Warranty not applying the Inhouse order to the Warranty Customer account

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select Sales Order tab

4. Select F2. New Order

5. Enter Customer Account Number

6. In the Input field, enter a Labor operation with Hours

7. In the Input field, enter an Inventory item that is grouped to the Labor operation

8. Select F12. Subkit

9. Select B. Create Copay Warranty Order Item

10. Select the Warranty Customer (Vendor) and select Ok to create the Inhouse order

11. Select F12. Subkit to return to the Original Sales order

12. Select Alt+F7. Print Bill and Close

13. Select Ok to the prompt that states "There are Inhouse Orders Attached to this workorder IXXX"

14. Access the Inhouse order

15. Select Alt+F7. Print Bill and Close

    1. Verify the Inhouse order is successfully closed

16. Exit Open Orders

17. Select C. Customer file

18. Select F10. Search and locate the Warranty account

19. Select F8. Ar.

    1. Verify the transaction has been properly applied

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Accounting - Need to adjust how we treat *Z payables records in jall

<<-------------------------------------*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. Select the Account Number down arrow

5. Enter *Z in the Search field and select Done

6. Select Alt-I - Input

7. Add Parts and Labor

8. Select Alt-F7 - Print Bill/Close

9. Select C - Pay by Credit Card

10. Process the payment and Print the Invoice

11. ESC to main menu

12. Select C - Customer

13. Select F8 - AR

14. Select P - Paid and D - Deposit to View the Payment recently processed

15. ESC to main menu

16. Select A - Accounting

17. Select D - Chart of Accounts

18. Select the Check Distribution button

19. Return to the AR screen.  The payments remain in Paid and Deposits

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Chart of Accounts/Financial Statements

PROBLEM SUMMARY:  Financial Statement Comparison report incorrectly reporting the Income Statement

<<-------------------------------------*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. Select the Comparison Report

7. Select 3 Months to Compare, setting YTD to N for each Month

8. Select the Refresh button to generate the report

   1. Verify the Income statement amount is correct for each month

   2. Note: This can be verified by running the Year to Date report for the same months

<<------------*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/Open Orders

PROBLEM SUMMARY:  F12. Subkit Inhouse Orders getting set with Closed date causing an extra prompt to display

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales Order tab

4. Select F2. New Order

5. Enter Customer Account Number

6. In the Input field, enter a Labor operation with Hours

7. In the Input field, enter an Inventory item that is grouped to the Labor operation

8. Select F12. Subkit

9. Select B. Create Copay Warranty Order Item

10. Select the Warranty Customer (Vendor) and select Ok to create the Inhouse order

11. Select F12. Subkit to return to the Original Sales order

12. Select Alt+F7. Print Bill and Close

13. Select Ok to the prompt that states "There are Inhouse Orders Attached to this workorder IXXX"

14. Access the Inhouse order

    1. Verify there is no Closed Date stamped on the Inhouse Order

15. Select Alt+F7. Print Bill and Close - Verify the Inhouse order is successfully close

16. Select F8. WO

17. Enter the Inhouse Order number that was just closed

    1. Verify there is now a Closed Date stamped on the order

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

N/A

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

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