APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When selecting Ctrl+H using the keyboard to access Customer order history, none of the buttons function in the Date range popup

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Using the Keyboard, select Ctrl+H. History

   1. Verify all buttons/fields function properly

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_5_customer_sales_history 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When selecting Reporting/Data Validation/Compare Closed Transactions, as error occurs

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select Reporting/Data Validation/Compare Close/Transactions

4. Select Yes to the dialog that states 'This utility will attempt to repair errors in purchase orders that occurred. Continue?"

5. Select Ok to date range chooser

   1. Verify no error occurs

6. Select Yes to the dialog that states "Processing complete. Preview report?"

   1. Verify the report is shown

7. Exit the report

   1. Verify the Purchase Orders window is back in focus

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When closing the F7. Print menu in PO's with the X, we are triggering the PO Print functionality

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F7. Print

4. Click the X in the corner of the menu

   1. Verify the Menu is closed

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a WO is closed that has a Deposit amount on it, we are seeing WO/Deposit text in the upper corner of the orders window

<<-------------------------------------*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 Number

6. In the Input field, enter an Inventory item/Labor op

7. Select F6. Options

8. Select C. Deposit Utility

9. Select A. Create Deposit

10. Enter a Memo and an amount and select Ok to add

11. Select No to Print, if promoted

12. Select Alt+F7. Print Bill and Close

    1. Verify in the Closing process, the WO--> deposit text in the upper left corner of the open order is not shown

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

N/A

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

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

APPLICATION: PTM Vision/Purchase orders

PROBLEM SUMMARY:  When using the PgDn button in a grid (Inventory search, Purchase orders, AP, etc.) we end up on the last record and the PgUp button no longer functions

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select the Page Down button

   1. Verify the grid is paged down

4. Select the Page Up button

   1. Verify the grid is paged up

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

N/A

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

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