APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When returning a Non-Inventory part with a Core charge and adding it to inventory, we are not properly updating the Inventory item or creating a Core 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 Non-Inventory part and press X once Search window is shown in order to access Item details

7. Enter a Part description, Cost, and a Core charge and Press Ok to add to the order

8. Select Yes to backorder the part

9. Enter 1 for the Core return quantity

10. Select F11. PO

11. Select O to order the part

12. Select R to receive the part

13. Select F8 to process the PO

14.  Return to the order and select Alt+F7. Print Bill and Close

15. Select F2. New Order

16. Enter Customer Account Number

17. Select Ctrl+H. History

18. Select Yes to limit to the Customer on the order

19. Enter the Inventory part used in the steps above

20. Select F11. Return

    1. Verify the Options are shown for the following: A. Add to Stock, B. Add to Return PO, X. Esc Exit

21. Select A. Add to Stock N Popularity

22. Line up on the Parent part and select I. Inventory from the toolbar

    1. Verify the Inventory item has been added and a Core charge has been applied

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

• 2,2: Prompt for NonStock items to go back to Inventory/Purchase Order

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

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

APPLICATION: PTM Vision/Accounting/Deposits

PROBLEM SUMMARY:  Deposit slips are not displaying values correctly

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select A. Deposits

4. Select A. All Ar Accounts

5. Line up on the Deposit record(s) and select Y to mark item for Deposit

6. Select F7. Print/B. Print Deposit Slip

   1. Verify the values on the Deposit slip are displayed correctly

   2. Verify the values on the Deposit slip are 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=printing_deposits 

APPLICATION: PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When feature 3,40 is active (Pull parts when added to order), Core returns are not incrementing properly

<<-------------------------------------*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 part with a Core charge

7. Enter 1 for the Core return quantity

8. Once returned to the order, select I. Inventory from the toolbar

9. Select F10. Search and enter the Core part number

10. Select the Qty button

    1. Verify the inventory transactions have been properly recorded

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

• 3,40: Mark new orders to pull parts immediately

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When the PO Export Feature 1,95 has the Total or InStk columns in the feature, an error occurs when the export is ran

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Add an Inventory item, quantity, and the Vendor used for the PO Export setup

5. Select O. Order

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

7. Select Ok on the Print Options window

   1. Verify no error occurs and the report is shown

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

• 1,95: Generic PO Export Field List

• 1,96: Generic PO Export after Every PO Is Printed

• 1,97: Generic PO Export for Specific Vendors

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

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

APPLICATION: PTM Vision/Open Orders and Inventory

PROBLEM SUMMARY:  When adding a Non-inventory item to inven from an order, we are adding it twice causing a discrepancy in Inventory values

<<-------------------------------------*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 Non-Inventory part and press X once Search window is shown in order to access Item details

7. Enter a Part description, Cost, and a Core charge and Press Ok to add to the order

8. Select Yes to backorder the part

9. Enter 1 for the Core return quantity

10. Select F11. PO

11. Select O to order the part

12. Select R to receive the part

13. Select F8 to process the PO

14. Select Alt+F7. Print Bill and Close

15. Select F2. New Order

16. Enter Customer Account Number

17. Select Ctrl+H. History

18. Select Yes to limit to the Customer on the order

19. Enter the Inventory part used in the steps above

20. Select F11. Return

    1. Verify the Options are shown for the following: A. Add to Stock, B. Add to Return PO, X. Esc Exit

21. Select A. Add to Stock N Popularity

22. Line up on the Parent part and select I. Inventory from the toolbar

    1. Verify the Inventory item has been added and a Core charge has been applied

    2. Verify the quantity set on the Inventory item when added is the correct value

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

• 2,2: Prompt for Non-Stock Items to go back to Inventory/Purchase Order

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Customer has a specific Ship-to number setup, we are only populating the phone number and not the address info

<<-------------------------------------*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 a Customer account setup with an Auto Ship-to address in the Customer file

   1. Verify the Ship-to Information window is shown

   2. Verify the Ship-to information is filled in completely

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders 

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Items added to inventory from a Purchase Order or an Order are populating a GL account in Inventory

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

N/A

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

Adding an item to Inventory from an Open Order

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter a Category setup with a Department

6. Enter in Customer account information

7. In the Input field, enter a Non-Inventory part number

8. Select X to open the Item Details

9. Enter a Description and Cost

10. Select Ok to add to Order

11. Select No to back order, if prompted

12. Line up on the Inventory item and Select F4. Edit

13. Enter a Y in the AddToStock field

14. Select Ok to the dialog message that states "No History of purchasing this item adding 0 to Stock"

15. Select Ok to the Added to Stock window

16. Once returned to the order, select I. Inventory

    1. Verify the Inventory item has been added to inventory with no assigned GL account

Adding an item to Inventory from a Purchase Order

1. Select P. Purchase Orders

2. Select F2. New PO

3. In the Part Number field, enter a Non-Inventory part number

4. Enter a Quantity, Cost, and Vendor

   1. DO NOT set a GL account on the item

5. Select Ok to create the Purchase order

6. Select F11. PO

7. Select O to order the part

8. Select R to receive the part

9. Select F8 to process the PO

10. Select Ok to the New Inventory item window

11. Select Ok to the Adjust Pricing window

12. Exit Purchase Orders and return to the Open order

13. Exit Purchase Orders and select I. Inventory

14. Search for the Inventory item just added from the Purchase Order

    1. Verify the Inventory item has been added to inventory with no assigned GL account

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

• 5,69: Always Save Gl Accounts when adding items to Inventory

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

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

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

APPLICATION: PTM Vision/Inventory/Stores

PROBLEM SUMMARY:  F8 Sync has fields displayed that should not be

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F12. Stores

4. Select F8. Sync/Import

   1. Verify only 2 dropdowns are shown: Branch to Transfer To and Branch to Transfer From

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

N/A

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

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