APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  When changing the Selling price on a back ordered part via the Toolbar, we are not updating the PO Quoted price

<<-------------------------------------*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 an Inventory item with no quantity in stock

7. When prompted, select Yes to back order the Inventory item

8. On the Toolbar, change the Selling Price

   1. Verify the Selling Price is updated on the Order

9. Select F11. PO

10. Line up on the Purchase order that was created for the order and select F4. Edit

    1. Verify the Quoted Price has been properly updated with the new Selling Price

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

• 4,14: Update Purchase Orders Quoted Price with Price Change from Orders

• 4,15: Update Quoted Price on Po without Prompting - Automatic

• -2,26: Show Inventory Pricing (Toolbar on Orders)

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

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

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application

PROBLEM SUMMARY:  Need to add the PO/Memo field from orders sent to Quickbooks

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

***Testing required only if using the Quickbooks Desktop Application; 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. Enter a PO/Memo on the order

7. In the Input field, enter an Inventory item

8. Select Alt+F7. Print Bill and Close

9. Access Quickbooks Desktop application

10. Locate the Invoice sent to Quickbooks from Vision

    1. Verify the PO/Memo is shown on the Invoice in Quickbooks

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

• 5,59: Quickbooks Desktop Application

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Need to update Feature 5,59 to remove the word Corporation from the Feature description

<<-------------------------------------*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 Input field, enter 5,59 and press enter

   1. Verify the Feature description has been updated to remove the word 'Corporation'

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

• 5,59: Quickbooks Desktop Integration

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

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

APPLICATION: PTM Vision/Accounting/Check Register

PROBLEM SUMMARY:  When importing unreconciled previous year items the lower lines do not import forward which throws the records out of balance

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

**Must have Previous Year Data and utilize the PTM Vision Accounting System; If neither of these conditions are true, no testing is required***

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select C. Check Register

4. Select a Checking Account

5. Select F6. Options/A. Import Unreconciled Previous Year

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

7. Select Yes to the prompt that states "Records found for XXX. Import unreconciled checks now?"

8. Exit the Check register

9. Select C. Check Register

10. Select the Checking Account again

    1. Verify the Imported records have been imported 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=check_register 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Open Orders ordersbar causing errors when in orders

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales orders tab

4. Select F2. New Order

5. Enter Customer Account Number

6. In the Input field, enter an Inventory item with no quantity in stock

7. When prompted, select Yes to back order the Inventory item

8. On the Toolbar, change the Selling Price

   1. Verify the Selling Price is updated on the Order

   2. Verify no errors occur

9. Select Alt+F7. Print Bill and Close

   1. Verify the order is closed successfully and without errors

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

• 2,26: Show Inventory Pricing (Toolbar on Orders)

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

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