APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Update Description for Feature 4,9 (Vendor F4. Edit Password)

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 4,9

   1. Verify the Feature Description has been updated to state "Setup a password to block users from Editing or Deleting Vendors from the Vendor File screen, this does not block users from created New Vendors accounts."

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

• 4,9: Vendor Password F4 Key

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 10,10 needs to have description and notes updated

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 10,10

   1. Verify the Feature title has been updated to state "General Ledger for Credit Card Fee"

   2. Verify the Feature Help Notes has been updated to state "This feature will only work if feature 1,36 is active and the third subtotal line is not used for anything except for the automated CC-FEE charge."

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

• 10,10: General Ledger for Credit Card Fees

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Transaction Activity Detail Report not grouping by GL number

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Reports

4. Select L. Transaction Activity Detail

5. Update Date Range

6. Select the Report Dropdown and select GL Transaction

7. Select the Refresh Button

   1. Verify the Report is sorted by GL# and not Date Range

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Acquisition Report

PROBLEM SUMMARY:  Acquisition report is showing the inhouse PO amount as the acquisition amount and reporting incorrect total on the VSM item

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory<

3. Select F10. Search

4. Enter a Vehicle item

5. Select F7. Print/W. Acquisition

   1. Verify the Totals are displayed correctly and do not include an Inhouse PO amount included in the report

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Tax is not being recalculated correctly if the Shop supplies/Surcharge percentage and A/L/P amount type is changed

<<-------------------------------------*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 a Labor operation and add at least 1 hour of time

7. In the Input field, enter the same Labor operation, this time assigning a negative time amount in order to wash out the other Labor operation

   1. Note: this is typically done for Warranty work

8. In the Input field, enter an Inventory item

9. Select Shift+5 to access the Shop Supplies/Surcharge options window

10. Change the Percentage to 4% and the Amount type to L for Labor

11. Select Ok to save the change

    1. Verify the Tax amount value is calculated correctly

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

N/A

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

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Fees setup in inventory to specific GL and set to total on the PO are not going to the GL set in the A/P invoice

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and locate an inventory part with a Fee charge

4. Select Ctrl+O. Order

5. Enter a Quantity of 1 and an valid Vendor

6. Select Ok to create a Purchase order

7. Exit Inventory

8. Select P. Purchase Orders

9. Line up on the Purchase order created for Inventory

10. Select O to order the part

11. Select R to receive the part

12. Select F8 to process the PO

13. Select Yes to and to Payables

14. Enter a valid Invoice number

15. Select Ok

16. Exit Purchase Orders

17. Select V. Vendors

18. Select the Vendor that was used on the Purchase order

19. Select F8. Ap

20. Line up on the Invoice created from the Purchase order and select F4. Edit

    1. Verify the Fee charge has been properly applied to the correct GL account

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_c_how_to_apply_fees_from_purchase_orders 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - New installation displays error messages, but appears to install correctly.

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

N/A

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

1. Access PTM Vision

2. Select Services/Features (U,J,Q)

3. Select Alt-S to search.  Enter Payments or Feature number 5,77

4. Select Services/Pluss Payments/Install Payment Processing

5. Payment Processing downloads and Installs

6. Select Services/PlussPay/Configure Payment Processing 

7. Enter setting to configure Payment Processing

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Non PlussPay Customer using ROA with negative amount with a CC# memo receives PlussPay message

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

N/A

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

1. Access PTM Vision for a customer that does not use PlussPay

2. Select C-Customer 

3. Select F8-AR

4. Select F12-ROA

5. Enter CC#4545 in the Check/Memo field

6. Enter -12.00 in the Amount of Credit field

7. Select OK

8. Select F8-Process

9. Select Yes to Save

10. ROA processes

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Non-stock Fee parts will grab the GL account assigned to the previously applied stocking Fee part

<<-------------------------------------*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 Inventory item with a Fee charge

7. Select Alt+F7. Print Bill and Close

8. Exit Open Orders

9. Select C. Customer file

10. Select F10. Search and locate the customer used on the order

11. Select F8. Ar

12. Select the Paid button and locate the closed order

13. Select F9. Ext

    1. Verify the Fee charge has been applied to the correct GL account

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY: PlussPay - ROA using PlussPay allows processing if CC# is removed from Memo field 

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

N/A

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

1. Access PTM Vision

2. Select C-Customer File

3. Select F12-Credit

4. Select or Enter the Account Number

5. Select F6-Credit Card in the Check/Memo field

6. Overwrite the CC# in the Check/Memo field with a number

7. Enter a negative Amount of Credit

8. Select OK on ROA screen

9. Select OK on CC# is required in the Memo field message 

10. Select OK on ROA screen

11. Select OK on Credit Card amount less than zero message 

12. Update the Amount of Credit to Positive with CC# in the Memo

13. Select OK on ROA Screen

14. Select F8-Process

15. Select Yes to Build a Credit Record

16. Select Yes to Process through Merchant Account

17. Process Credit Through PlussPay

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

N/A

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

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