APPLICATION: PTM Vision/Inventory/Branch Transfer

PROBLEM SUMMARY:  If more then 10 branches exist, they are not shown in the dropdown to transfer

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

***Testing required only if using Branching; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select I. Inventor

3. Select F12. Stores

4. Select F11. Transfer

5. Select the Branch to Transfer From dropdown

   1. Verify if more than 10 branches are setup, all are shown in the dropdown list

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

N/A

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

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

APPLICATION: PTM Vision/Inventory and Open Orders

PROBLEM SUMMARY:  Spelling error in Environmental Fee template

<<-------------------------------------*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 item with a Fee

4. Select the Fees button

5. Select F6. Templates

6. Locate the Environmental Fee

   1. Verify the Fee name is spelled correctly

7. Select F4. Edit on the Fee Template

   1. Verify the Fee Description and Fee Name are spelled correctly

8. Select Ok to exit the Fee Template

9. Select Yes to leave the template

10. Select Ok to exit the Fee's editor window

11. Select Esc to close the Inventory window

12. Select O. Open Orders

13. Select an order with an Environmental Fee

    1. Verify the Fee Name and Description have been updated to reflect the spelling correction

<<------------*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_setup_fee_templates 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Incorrect Order is closing at times during the print/billing process

<<-------------------------------------*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, add an Inventory item to the order

7. Select Alt+F7. Print Bill and Close

8. Select Yes to Close the order

9. If prompted, select No to use Credit card on file

10. Select V. Vendors from the Toolbar

11. Select Ok to the dialog message

12. Select X. Esc Exit in order to return to the order without closing

13. Select Alt+F7. Print Bill and Close

14. Select Yes to Close the order

15. If prompted, select Yes to use Credit card on file

16. Select V. Vendors from the Toolbar

17. Select Ok to the dialog message

18. Select F8. Process on the Credit card needed

19. Once the order has closed, return to the Open Orders window

    1. Verify the correct order has been closed and not a different open order

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

N/A

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

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

APPLICATION: PTM Vision/Integrations/Aurora Gbom

PROBLEM SUMMARY:  SSL/TLS error when trying to access the Aurora viewer from PTM Vision

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

N/A

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

1. Access PTM Vision

2. Select the Aurora Icon from the PTM Vision toolbar

   1. Verify the Aurora viewer is properly displayed

3. Select I. Inventory

4. Select F10. Search and locate an Aurora Inventory item

5. Select Ctrl+S. Check Availability

   1. Verify the Availability window is shown

6. Select Alt+?. Check Pricing

   1. Verify the Pricing dialog is shown

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

• Aurora Gbom Integration: Please Contact PTM Vision Sales Department for more information

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Need to log Customer account change on a open order if the user does not select Enter / Tab to move to the next fields

<<-------------------------------------*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. Open an Existing Order

5. Select F8. Amend

6. Select the Customer account dropdown

7. Line up on a different customer and select the Done button

8. Select Yes to the Prompt that states "The account number was changed from XXX-XXXX to XXX-XXXX. Do you want to keep this change?"

9. Select Yes to Reprice all inventory items

10. Select Yes to Reprice Labor

11. Select I. Input field

12. Select F6. Options/B. Utilities/V. View Log

    1. Verify the account name change has been logged properly

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  T2V notes are overwriting PO CTRL+M notes when changing the reference type to RETURN

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Add an Inventory item and set the Refer field to STOCK

5. Select Ok to create the PO

6. Select O to Order

7. Select Ctrl+M. Memo and enter a Memo on the Purchase order

8. Select F7. Print/A. Print Current PO#

9. In the 7th input box down labeled as ">", Enter a note

10. Select Ok to continue

11. Escape the Purchase Order report

12. Unlock the PO by lining up on the PO item, press F7. Select the Unlock Option

13. After unlocking the item, F4. Edit the PO Item

14. Go to the Refer selector, select it to be a RETURN Item

    1. Verify when the Return Description window is shown, both the T2V note and the Memo are shown correctly

<<------------*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