APPLICATION: PTM Vision/PartsEye Integration

PROBLEM SUMMARY:  The PartsEye Integration allows PTM Vision the ability to Upload Inventory open/order Quantities to the PartsEye website and Import already ordered Purchase Orders into the PTM Vision system. 

The Integration saves users time by eliminating double-entry from the PartsEye website to PTM Vision and vice versa. The Integration also simplifies the ordering process by importing the Purchase orders in an already ordered status. The user then only needs to receive and process the Purchase order to complete the order.

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 1,39

6. Activate the Feature and select Ok to save

7. Select X. Esc Exit

8. Select Yes to save changes

9. Select Services/Integrations/Partseye/Setup

10. Enter the following information:

    1. Dealer Code: Blank (For Future Use)

    2. Ftp Server: Blank (For Future Use)

    3. Username: Blank (For Future Use)

    4. Password: Blank (For Future Use)

    5. Hino Lines: HIN (May differ per customer)

    6. Hino Supplier: HIN (May differ per customer)

    7. Client Key: Supplied to Customer by PartsEye

    8. Live: Checked for Live/Unchecked for Test (This setting allows us to keep orders in the queue for testing)

    9. Inventory PK: Supplied to Customer by PartsEye

    10. Use Partseye PO: Check to use the Purchase order number supplied by Partseye /Unchecked to use PTM Vision PO numbering

11. Select Ok to save the Integration setup

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

***Upload Inventory***

1. Access PTM Vision

2. Select Services/Integrations/Partseye/Upload Inventory

3. Select Yes to the dialog that states "Do you want to recalculate open and ordered quantities, this may take several minutes?" (Note: If No is selected, the open and order quantities are not recalculated; upload takes significantly less time when running without the updated quantities)

   1. Verify the open/ordered quantities are recalculated

   2. Verify the following information has been sent

      1. Part Number

      2. New number

      3. Description

      4. Cost

      5. Bin

      6. On hand qty

      7. On order qty

      8. Quantity available

      9. Sales by month current month

      10. Sales by month last 12 months

   3. Verify when the import is complete, a dialog message is shown that states "Inventory values uploaded successfully"

***Import Purchase Orders***

1. Access PTM Vision

2. Select Services/Integrations/Partseye/Download Orders

3. Allow the Orders to be processed

   1. Verify if no orders are available to download, the following dialog message is shown "Failed to process orders, please check po data. Response: No Orders found to process

   2. Verify the following information has been properly imported into Purchase Orders:

      1.  Line

      2.  Part number

      3. Vendor

      4. Quantity

      5. Description

      6. Ordered = ‘y’

      7. Cost

      8. Reference

      9. Written by

      10. noteguid

4. Once the order has completed, select Yes/No to view the Log

   1. If Yes is selected, verify the Purchase orders log is shown.

   2. If No is selected, verify the Purchase orders log is not shown

   3. Verify the following information is shown in the log:

      1. PO#'s Used (Partsey or PTM Vision)

      2. Part #'s Imported

      3. Quantity Imported

      4. Success/Failure of each Item/Order

      5. Error Message, if any are sent

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

• 1,39: Hino Hmi (Vmi Managed Inventory) 

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

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

APPLICATION: PTM Vision/Inventory and Purchase Orders

PROBLEM SUMMARY:  No deletion logging occurs when 'Y' is answered to the "Would you like Zero Quantity Ordered" prompt in inventory

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select Ctrl+O. Order

4. Enter a Quantity to order and select Ok

   1. Verify the PO was created

   2. Select Ctrl+Q. Update Quantity

   3. Enter 0 for the quantity and select Ok

   4. Select Yes to the prompt that states, "Would you like Zero Quantity Ordered"

   5. Exit Inventory

   6. Select P. Purchase Orders

   7. Select F6. Options/H. View and Import from Delpo/A. Would you like to view Deleted Purchase Orders?"

      1. Verify the PO deleted in the steps above has been correctly logged

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