APPLICATION: PTM Vision/Reports

PROBLEM SUMMARY:  When emailing a customer aging report from Vision, the text in the name field appears wrapped

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search and enter a Customer

4. Select F7. Print

5. Select E. Aging Report

6. Enter a GL Account and select Ok to generate the report

7. Select the Email button

8. Enter an email address and select Send

   1. Verify when the email is received and opened, the Names are properly displayed

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Add Ability to disable the Windows Printer and Fax file menu option

<<-------------------------------------*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 5,71

   1. Verify the 'Windows Printer Setup Password' feature is shown

6. Enter a Password

7. Select Ok to save

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

1. Select File/Windows Printer and Fax Setup from the Tools menu

   1. Verify if a Password has been setup, a prompt is shown

2. Enter the Password

   1. Verify once the password has been entered, the Windows Print setup is shown

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

• 5,71: Windows Printer Setup Password

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

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

APPLICATION: PTM Vision/Vendors

PROBLEM SUMMARY:  Do not allow Vendors to be deleted with AP records still associated

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F10. Search and find a Vendor with open Accounts Payable records

4. Select Yes to the prompt that states “Are you sure you want to delete this Vendor?”

5. Select F5. Delete

   1. Verify a prompt is shown that states “This Vendor has linked Accounts Payable records and cannot be deleted. Before deleting, please move all associated AP records to another Vendor.”

   2. Verify the Vendor is not deleted

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Customer Units: Font changes in Config file affects vin number display

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

N/A

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

Open the visionuiconfig.txt file

Update the FontName = CALIBRI and Global Font = 16.  Save the file 

Access PTM Vision 

Select C-Customer

Select Ctrl U-Units

Enter a 17 alpha numeric Vin Number in the Vin# field.  

Vin# field displays correctly.

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Need to fix prompt wording

<<-------------------------------------*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#

   1. 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

   1. Verify if an invalid VIN is entered, the Search is discontinued

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

8. Select Yes to the prompt that states "Retrieve Unit Details with Vin Decoder?"

   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

   4. Verify the prompt dialog has been updated

9. Select the Import button

   1. Verify the available details are properly added to the Unit

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_customer_unit_information