APPLICATION: PTM Vision/Customer File/Customer Statements

PROBLEM SUMMARY:  When selecting the Number of Copies of a Statement to print, we are allowing users to enter a value with a decimal

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F7. Print/C. Customer Statements

4. Select A. Automatically print all statements

5. Select F6. Options/I. Set Number of Copies

   1. Verify the field can only contain whole numbers and no decimal 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=customer_statements 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When adding a part to a new Work order created from a PO, we have to select the Refer dropdown twice to get the order number in the field

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Select F10. Search

5. Select a part to add to the Purchase order

6. Select the Refer dropdown

7. Select B. Work Order

8. Select F2. New

9. Select F5. Cust

10. Select a Customer for the WO

11. Line up on the newly create WO and select Ok

    1. Verify the Work order number is displayed in the Refer field’

12. Select Ok to create the Purchase order

13. Select Yes to the dialog message that states "Would you like to add to Order #WXXXX?"

<<------------*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 

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Error occurs if Ctrl+I is used

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+I

   1. Verify the Quarter Sales Trend window is shown and no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/System Setup/System Features

PROBLEM SUMMARY:  Spelling error on Feature 3,98

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 3,98 and press enter on the keyboard

   1. Verify the spelling of the feature text is correct

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

• 3,98: Default Field List For Work In Progress Display On Pluss Commerce

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When adding multiple non-inventory back orders, we are not actually back ordering the second part, and are only just adding a quantity in the BO field

<<-------------------------------------*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 a non-inventory part number

7. Select X to access Item details

8. Enter a Desc, Qty, and Cost

9. Select Ok to save

10. Select Yes to back order

11. Enter a valid supplier and select OK

12. In the Input field, enter a non-inventory part number

13. Select X to access Item details

14. Enter a Desc, Qty, and Cost

15. Select Ok to save

16. Select Yes to back order

17. Enter a valid supplier and select OK

    1. Verify the BO Qty field has a value of 1

18. Select F11. PO

    1. Verify both parts have been back ordered

<<------------*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=open_orders 

APPLICATION: PTM Vision/Open Orders/Sales Orders

PROBLEM SUMMARY:  When feature 2,19 is disabled, the ShipTo information is overlapping the Invoice information

<<-------------------------------------*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. Select a Ship-to Customer and select Ok

   1. Verify the fields are not overlapping the Invoice data information to the right

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

• 2,19: Omit All Unit Information On Sales Orders

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When an Estimate is created with a Category set to an Mstore inventory and a Kit is added, an error occurs

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

***Testing required if using Multiple Inventories in PTM Vision; Otherwise, no testing is required***

<<--------------------*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. Select A. Work order

6. Select a Category setup with a Truck (Mstore inventory)

7. Enter Customer account information

8. In the Input field, enter a Kit part

9. Select Yes to apply the kit

10. Select F9. Select All

    1. Verify the Kit is applied to the Estimate properly without error

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Sales Orders

PROBLEM SUMMARY:  When a Drop-shipped part is referenced to a Sales order and then is deleted from PO's. we are not updating the open order causing a part with a back order quantity on the order

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

8. Select Yes to drop ship the part

9. Exit the order and access Purchase orders

10. Line up on the Drop shipped part and select F5. Delete

    1. Verify a prompt is shown that states "Deleting this PO has caused the available quantity for XXXXXXXXXX to go BELOW ZERO. Would you like to remove this part from the work order?

11. Exit Purchase Orders and return to the Open order

    1. Verify the Inventory item has been removed from the order

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Error when exiting the PM Report from orders

<<-------------------------------------*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. Open an order that has a Unit attached with Preventative Maintenance scheduled

5. Select F6. Options/P. Preventative Maintenance/R. Preventative Maintenance report

6. Select the Exit (Door) icon

   1. Verify no error occurs and the open order 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=open_orders 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Update dialog message to make more sense when a Purchase Order is deleted

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a PO and select F5. Delete

   1. Verify the dialog message has been updated to the following: "Would you like to delete XXXXXX from this Purchase Order?"

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