APPLICATION: PTM Vision/Purchase orders and Managed Mobile Inventory Application

PROBLEM SUMMARY:  When a Purchase order is created/deleted for a Warehouse, we are not adding the Stock letter to the PO causing discrepancies in qty_to_order and onorder values

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

***Testing required only if using the Managed Mobile Inventory Application with PTM Vision; Otherwise, no testing is required***

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

1. Access Pluss Mobile Inventory

2. Select the Tools Icon

3. Select Settings

4. In the Branch field, enter a Branch Number

5. In the Warehouse field, enter a Store number that exists in the Branch

6. Select the Tools Icon

7. Select Sign In

8. Enter Username

9. Enter Password

10. Select Sign In

11. Select the Inventory Lookup Tab

12. In the Enter or Scan Inventory Item field, enter a Linepart/UPC/Linecode to Search

13. Select a Linepart from the list, Or, verify the Linepart details are shown

    1. Verify the Count button is available

14. Select the Count button

    1. Verify the Count Item Detail screen is shown

15. In the Enter Cycle Count Quantity, enter a value that would Decrease the In Stock Quantity

    1. Verify the Update button is not available until a valid value is entered

16. Select Ok to the dialog popup that states "Quantity Update Successful: XXXXXX Quantity updated to XX. Continue to PO request"

17. Edit the Quantity to order and select Order

    1. Verify a dialog popup is shown that states "Purchase Order Request Successful. XXXXX Requested Quantity to Order : XX. Return to Lookup Item Detail

18. Select Ok to exit the Purchase Order Request screen

19. Select the Exit button

20. Access PTM Vision

21. Select P. Purchase Orders

22. Locate the Purchase order created from the Mobile Inventory application

    1. Verify the correct Order qty is on the Purchase order

23. Select F5. Delete

24. Select Yes to Delete the selected Purchase Order

25. Access the Inventory Item in the Inventory file

    1. Verify the correct amount has been removed from the Quantity on Order for the correct Inventory item

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

• Managed Mobile Inventory Application: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_1_mmi_setup 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Importing labor operations attached to an invoice causes error when invalid values are in the description

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

***Testing only required if using the Quickbooks Desktop Integration with PTM Vision; 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. In the Input field, enter a Labor operation

7. Select Alt+F7. Print Bill and Close

8. Access the Quickbooks Desktop Integration Overview Application

9. Start the Application

   1. Verify the Invoice is successfully sent through the QBDI application without error

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

• Quickbooks Desktop Application Integration: Please Contact Pluss Software 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/PIP

PROBLEM SUMMARY:  When importing a Decisiv order that is created directly from the site, an error occurs

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

***NOTE: Testing required only if using the Decisiv or Aurora FleetPerform Integrations with PTM Vision; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select the External Actions button

3. Select Orders

4. Line up on the PIP order and select F6. Process

   1. Verify no error occurs and the order is successfully generated

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

• 5,58: Pip - Decisiv Partner Integration

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PhaseZero - Add support for default branch tax and forcing branch tax rates

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

N/A

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

***No testing is required as this is functionality for a future integration with PTM Vision***

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

N/A

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

N/A

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Increase the Vendor ROID field to fit the PhaseZero Id

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

N/A

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

***No testing is required as this is functionality for a future integration with PTM Vision***

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

N/A

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

N/A

APPLICATION: PTM Vision/PIP Setup

PROBLEM SUMMARY:   Add a configuration option for skipping Unit Prompts

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

***NOTE: Testing required only if using the Decisiv Integration with PTM Vision; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select Services/Integrations/Partner Integrations/Setup/Orders

3. Line up on the Decisiv setup and select F4. Edit

   1. Verify new selections have been added to skip the Unit prompts and skip the Add Unit prompts

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

• 5,58: Pip - Decisiv Partner Integration

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PhaseZero: Add a configuration option for showing Notes on an Invoice

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

N/A

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

***No testing is required as this is functionality for a future integration with PTM Vision***

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

N/A

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

N/A

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PhaseZero: Orders with a null Transaction Id are coming in as New Orders instead of Sales Orders

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

N/A

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

***No testing is required as this is functionality for a future integration with PTM Vision***

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

N/A

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

N/A

APPLICATION: PTM Vision/Accounting/Check Register

PROBLEM SUMMARY:  Bringing Unreconciled Deposits/Adjustments forward after Year End leaves Transactions Out of Balance

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

NOTE: This only affects PTM Vision after the Year End utility has been ran; for assistance, please contact Pluss Software Support Team***

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select C. Check Register

4. Select the Checking account needed

5. Select Yes to bring forward Beginning balance, if prompted

6. Select F6. Options/A. Import Unreconcile Previous Year

7. Select Yes to the prompt that states "Check for unreconciled checks in previous year?: XXXX"

   1. Verify any Adjustments/Deposits brought forward are in balance

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PhaseZero - When importing a PIP RO Record lookup Customer Name with the Customer Id if no name is provided

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

N/A

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

***No testing is required as this is functionality for a future integration with PTM Vision***

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

N/A

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

N/A