APPLICATION: PTM Vision/Offsite Manager

PROBLEM SUMMARY:  FTPCMD.on backups need to include the same files as the standard offsite / ULB backups

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

N/A

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

***Please Contact Pluss Software Support for assistance***

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_9 

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  When running a backup from the Previous year branch,  the zip file prior made in main store previous year gets overwritten

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

N/A

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

1. Access PTM Vision

2. Select Services/Branch Manager/Branch Setup

3. Select F8. Load Branch

4. Select Services/Switch Years/Previous Year

5. Select U. Utilities

6. Select L. Backup System

7. Select Yes to the prompt that states "Would you like to backup Last Year?"

8. Allow the backup to complete

   1. Access the PTM Vision Directory and verify a file has been created for the Branch Last Year MMMYY-BX.ZIP

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

N/A

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

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

APPLICATION: PTM Vision/Offsite Manager

PROBLEM SUMMARY:  Offsite Manager Needs to recognize the Previous year branch backups

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

N/A

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

***Please Contact Pluss Software Support for assistance***

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_9 

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  When doing a backup of Vision/QBDATA, we are not grabbing all the files

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the backup to complete

   1. Access the PTM Vision Directory/Backup Folder and verify the QBdata folder has been fully backed up

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Fee is on an item that is partially backordered - the sale is closed and the backorder is moved to a new order the Fee is being billed as a negative qty of the amount available for sale

<<-------------------------------------*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 an attached Fee

7. In the quantity field, enter a value that would prompt to back order

8. Select Alt+F7. Print Bill and Close

9. Select Ok to the Caution prompt, if shown

10. Open the newly created order

    1. Verify the proper quantity amount(s) have been moved to the new order

11. Exit the new order and open the Closed order

    1. Verify the Fee amount is correct and the quantity is not negative

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

• 4,21: Create Invoice when you Print/Bill with Backorders

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

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

APPLICATION: PTM Vision/Customer File/Units

PROBLEM SUMMARY:  Provide Vin decoder capabilities in PTM Vision

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+U. Units

4. Select F2. New

5. Enter a Unit Id and select Ok

6. In the VIN field, enter a valid 17 digit VIN# ***A Valid VIN must meet the following criteria:

   1. Must be 17 digits

   2. Only characters or numbers From A-Z or 0-9

   3. Must pass a checksum algorithm that is designed into all valid VIN #'s

7. Select the Search icon - Verify if an invalid VIN is entered, the Search is discontinued

   1. Verify if a valid VIN is entered, a prompt is shown

8. Select Yes to the prompt that states "Do you want to VIN decoder to retrieve Unit Details?"

   1. Verify if a valid Unit is found, the Vin Data window is shown

   2. Verify the following details are shown (if available): 

      1. VIN

      2. Manufacturer

      3. Vehicle Type

      4. Model Year

      5. Make

      6. Model

      7. Body Class

   3. Verify if Diesel Laptops information is found, a View Online button is shown

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

N/A

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

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

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  Add support for user profile settings to backup

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the backup to complete

   1. Access the PTM Vision Directory/Backup Folder and verify the User Profiles folder has been backed up

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

N/A

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

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

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  Add support for backing up .on, .off files

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the backup to complete

   1. Access the PTM Vision Directory/Backup Folder and verify any ON/OFF files have been backed up

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

N/A

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

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

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  Add support for backing up hostedoverride.txt

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

N/A

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

1. Access PTM Vision

2. Selec U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the backup to complete

   1. Access the PTM Vision Directory/Backup Folder and verify the hostedoverride.txt has been backed up

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Core bank removal utility is causing an error

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select N. Customer Part Sales

4. Select F. Remove Old Cores

5. Enter PTM-FAC password and select OK

6. Enter a Date and select OK

   1. Verify the Core cleanup utility completes without errors

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

N/A

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

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

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:  If Branch 1 is missing, we are not backing up branch 2, etc

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the backup to complete

   1. Access the PTM Vision Directory/Backup Folder and verify all available Branches have been properly backed up

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

N/A

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

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