APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When amending the Customer account on an order by typing in the phone number, the Account number change prompt is being ran twice

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open an existing order

4. Select F8. Amend

5. Type in an existing account phone number in the Account field

6. Select Yes to the prompt that states "Would you like to change order from XXXX XXXXX to XXXX XXXXX?"

7. Select Yes to the prompt that states "A customer change occurred, would you like to reprice all items?"

8. Select Yes to the prompt that states "Reprice labor as well?"

9. Click in the Input field

   1. Verify the Account name change prompt is not shown again

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

N/A

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

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

APPLICATION: PTM Vision/PartsEye Integration

PROBLEM SUMMARY:  Support core charge coming from PartsEye during import

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

N/A

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

1. Access PTM Vision

2. Select Partseye: Download Orders

3. Select P. Purchase Orders

   1. Verify any imported PO's that have attached Core charges are now being added to the PO on import

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

• PartsEye Integration: Please Contact Pluss Software for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_7_partseye_integration_vmi 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When using Ctrl+F5 to mass delete PO's, we do not update any orders possibly tied to those PO's

<<-------------------------------------*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 no quantity in stock

7. Select Yes to back order the item

8. Exit the Order

9. Select P. Purchase Orders

10. Select Ctrl+F5. Delete All

11. Select Yes to remove all Purchase orders

12. Exit the Purchase order and open the order again

    1. Verify the back order quantity has been removed

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

N/A

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

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

APPLICATION:  PTM Vision/VIN Decoder

PROBLEM SUMMARY:  VIN lookup window can be opened multiple times

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

N/A

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

1. Access PTM Vision

2. Select Services/Vin Decoder from the Tools Menu

3. 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

4. Select the Ok button

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

   2. Verify if a valid VIN is entered, the VIN Details window is shown

   3. Verify if the details displayed are from Diesel Laptops, a View Online button is shown

   4. Verify if the View Online button is shown, the Diesel Laptops website is displayed

   5. Verify an Ok and Cancel button are available

5. Select Services/Vin Decoder from the Tools Menu

6. Select I. Inventory

7. Select Services/Vin Decoder from the Tools Menu

   1. Verify if the Vin Decoder window is already open, it cannot be selected from the Services menu

<<------------*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 

PROBLEM SUMMARY:  PlussPay - User Configuration: if Customer Signature is requested with Network Terminal disabled, Vision locks

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

N/A

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

1. Access PTM Vision 

2. Select Services/Pluss Payments/Configure Users Settings

3. Verify Signature is checked and Network Terminal is not.  Select OK

4. Select O-Open Orders and select an Order to Pay and Close

5. With the Order Open, select Alt F7 - Print/Bills and Close

6. Select C-Pay by Credit Card

7. If the Signature Capture is enabled, but no device is configured, a message will display advising the user to update the Configuration

8. Message displays with the missing Capture device or misconfigured device message.

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When using Ctrl X/Ctrl+F2 to move items from an Estimate to an order, we are not prompting to Back order causing stock to drop below zero

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New

5. Enter Customer Account Number

6. In the Input field, enter a Stocking part number with no quantity in stock

7. Line up on the Inventory part and select Ctrl+X

8. Select Ctrl+F2

   1. Verify a 'Convert Order to New Order' menu is shown

9. Select an Order type

10. Select Yes to the dialog that states "Would you like to move only marked items"

11. Select No to the dialog that states "Would you like to delete marked items after copy?"

    1. Verify we are prompted to back order the stocking part

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Financial Report

PROBLEM SUMMARY:  Income statement shows a subtotal name of "Inventory" if the last asset account it calculates is an Inventory 1-  type

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F7. Print

5. Select A. Financial Statements

6. Find the "Current Assets" section on the report

   1. Verify the Title of the Current Assets Subtotal is correct

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Improve formatting and wording of the prompt to update pricing when converting an order.

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

N/A

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

1. Open an existing estimate on any test system.

2. Mark 1 or more parts with CTRL+X

3. While lined up on one of the marked parts, open inventory and change the price of the part.

4. Convert the order to a Sales Order, or Work Order using CTRL+F2

5. Proper Spacing and Punctuation are present in the message.

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Issues with Back orders allowing Stock order to drop below zero

<<-------------------------------------*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. Select Yes to back order the item

8. Select F11.PO

9. Select F4. Edit and change the Quantity to 4

10. Select NO to the prompt

    1. Verify a Stock order is created for 3 inventory items

11. Select O to order on both the Stock item and the open back order for the Sales order

    1. Verify a PO# is assigned to each

12. Exit Purchase orders

13. Exit the Open order

14. Select F2. New Order

15. Enter Customer Account Number

16. In the Input field, enter the same Inventory item and order a quantity of 4

17. Select Yes to back order the item

18. Exit the Open orders

19. Select P. Purchase Orders

20. Line up on the items with the assigned PO#

21. Select R to receive items

22. Select F8. Process

23. When the prompt is shown to fill open quantities, select Report Yes choice

24. Exit Purchase orders and return to Open orders

25. Open one of the orders

    1. Verify the back orders are filled successfully

26. Open the other order

    1. Verify the back orders are filled successfully

27. Exit Open orders

28. Select I. Inventory

29. Search for the inventory item used on the order

    1. Verify the quantity available is correct and has not been dropped below zero

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

• QSTOCK: Allow stock to go below zero - N

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

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

APPLICATION: PTM Vision/Open Orders and Customer Files/Units

PROBLEM SUMMARY:  If search image is missing from folders, the button looks invisible

<<-------------------------------------*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 F4. Edit

   1. Verify the Vin Decoder icon is shown

5. Select F4. Edit to save

6. Select O. Open Orders

7. Select the Work Orders

8. Select F2. New

9. Enter Customer Account information

10. In the Unit information, select the Unit dropdown and select a Unit

    1. Verify the Vin Decoder 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/Purchase orders

PROBLEM SUMMARY:  PO receiving/process print job does not have the print clean environment, so label size affects paper size for PO processing

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

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F7. Print

4. Select B. Label Bar Code

5. Allow the Bar code to print

6. Exit Inventory

7. Select P. Purchase Orders

8. Select F7. Print/A. Print Current  PO#XXXX

   1. Verify the report is printed in the correct format

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Using F7. Print/B. Report Current View causes the top fields to be covered by white boxes

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F7. Print

4. Select B. Report Current View

   1. Verify the report is shown and the top Vendor information on the PO window is not hidden

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

N/A

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

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