APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When converting an estimate and using the BO-ALL function, we are not actually back ordering all parts causing quantity 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 Order

5. Enter Customer Account Number

6. In the Input field, enter at least 4 parts that have no quantity in stock

7. Exit the order and select F6. Options/C. Convert

8. Select All to the Back order prompt

9. Select BO-ALL on the next window

   1. Verify once returned to the newly converted order, all parts have been back ordered and all the parts have been pulled from inventory

<<------------*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=importing_or_converting_estimate 

APPLICATION: PTM Vision/Year End Utility

PROBLEM SUMMARY:  When running a Year end, Payable records marked as type R are not working properly

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select K. File Utilities

4. Select H. End of Year Preparation

5. Enter File Access Code

6. A prompt is shown for the Year End designation

   1. This box should have the 4 digit year corresponding with the beginning date of the year you are closing.

7. Click the Ok button to continue

8. Click Yes when prompted to run the year for XXXX

9. A prompt is shown; Select the following Options

   1. 1. Backup System: Yes

   2. 2. Zero Profits on Inventory Items: Yes

   3. 3. Zero Quantity Sold on Inventory Items: Yes

   4. 4. Remove Sold Vehicles from Current Inventory: Yes

   5. 5. Redistribute Data After Year End: Yes

   6. Enter a Date to use for Archiving Work Orders and Part Data

      1. Note: This date is taken from QOPTION11

10. Select Ok to accept the selected options and continue the Year end process

11. After the Year End process is completed, a prompt is shown for the new system dates

12. Click Ok to accept the dates and continue the Year end process

    1. **NOTE: The dates are auto-populated; Verify the dates are correct and correspond to the start and end dates of the new year

13. Vision will now re-index the Vision Directory and run Accounting Maintenance

14. A report window is shown; Select the Door (Exit) Icon to close the report window to complete the Year End Process

    1. Verify a dialog message is shown that states "Year End Process is Complete"

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_1_11_a_year_end_utility 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Update Default Invoice by adding Date/Time stamp and adding Closed to Date field

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

N/A

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

1. Access PTM Vision

2. Select O-Open Orders

3. Select F2-New

4. Enter an Account Number

5. Select Alt I-Input. Add Parts and Labor 

6. Select Ctrl P-Print Bill/Close

7. Select C-Pay by Credit Card.  Run Card

8. Upon Success, Print the Receipt Invoice

9. Closed Date is displayed.  Transaction Date/Time Stamp displayed

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

N/A

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

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

APPLICATION: PTM Vision/Multi-Inventory

PROBLEM SUMMARY:  We are not rebuilding the Mstore indexes when running the UKN rebuild

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select K. File Utilities

4. Select B. Reconstruct Index From All Data Files

5. Access the PTM Vision/MSTORE directory

   1. Verify the idx files have been indexed

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

• Multi-Inventory: Please Contact Pluss Software Support for more information

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

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

APPLICATION: PTM Vision/Accounting/Check Register

PROBLEM SUMMARY:  A account in the COA with a blank name can be created from the Check register

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select C. Check Register

4. Select a Checking account

5. Select F2. New to create a new Check or Adjustment

6. Enter in Check/Adjustment details

7. In the Gl# field, enter a GL# that does not exist

8. Select Yes to the prompt that states "Invalid General Ledger Account. Would you like to create a New 106?"

9. In the New GL# field, enter a GL# that already exists in the Chart of Accounts

   1. Do not enter an account name

10. Select Ok

    1. Verify a dialog message is shown that states "A Duplicate GL Account has been detected. Please check the account and try again"

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

N/A

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

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

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