APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Update Inventory Pricing - Update Cost Only, Maintain Sale Pricing

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

1. Create a Price File for Import in CSV or Excel format

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

1. Access PTM Vision 

2. Import a Price File

3. Select I-Inventory

4. Select F6-Options

5. Select M-Menu Options

6. Select G-UPD Inven Pricing with Prices.  Pricing and Update Kits, Specials / Averages

7. Enter Password

8. Select A-Update Inventory Pricing

9. Select Y to Update Cost, Y to Update Prices, Y to Maintain Inventory Margins, and N to Update Core Cost Field for Cost updates, Prices are updated by maintaining existing margins.  Select Enter

10. Select Y to Update Cost, Y to Update Prices, N to Maintain Inventory Margins, and N to Update Core Cost Field for Cost updates, Prices are updated from Price File.  Select Enter

11. Select Y to Update Cost, N to Update Prices, N to Maintain Inventory Margins, and N to Update Core Cost Field for Cost updates, Prices are left unchanged.  Select Enter

12. Select Y to Update Cost, Y to Update Prices, Y to Maintain Inventory Margins, and N to Update Core Cost Field for Cost updates, Prices are updated by maintaining existing margins.  Select Enter

13. Select N to Update Cost, N to Update Prices, N to Maintain Inventory Margins, and N to Update Core Cost Field for Cost and pricing are left unchanged.  Select Enter

14. Select N to Update Cost, N to Update Prices, Y to Maintain Inventory Margins, and N to Update Core Cost Field for Cost and pricing are left unchanged.  Select Enter

15. Select N to Update Cost, Y to Update Prices, Y to Maintain Inventory Margins, and N to Update Core Cost Field for Cost and pricing are left unchanged.  Select Enter

16. Select N to Update Cost, Y to Update Prices, N to Maintain Inventory Margins, and N to Update Core Cost Field for Cost is left unchanged, Price is updated from Price file.  Select Enter

17. Select OK on the Options screen

18. Once the Update Complete message displays, close and reopen the I-Inventory screen.  The new values displayed are based on the selection made.

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/Features

PROBLEM SUMMARY:  Spelling error in Feature 3,48

<<-------------------------------------*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 3,48

   1. Verify the spelling of the feature title and description is correct

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

• 3,48: Prevent Purchase Orders from Initiating Multi Inventory Transfer

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Focus is not returned to the Input field after entering Non-inventory part details

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

    1. Verify the focus is returned to the Input field

<<------------*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/Open Orders and Quickbooks Desktop Integration

PROBLEM SUMMARY:  Sales tax being incorrectly rounded in Vision causing a discrepancy in Quickbooks

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F2. New Order

4. Select CASH-CC for the Terms on the order

   1. Note: This must be done in order for the Credit card fee to be SHOWN on the invoice prior to processing the order; If you select, Credit card payment when closing the order, the CC-Fee dialog is shown, alerting the user that a CC-Fee of $xx.xx will be charged

5. Enter Customer account number

   1. ***Customer needs to be a TAXABLE customer***

6. In the Input field, enter a TAXABLE PART *Note: Part and Customer need to be entered in order for this test to be completed properly

   1. Verify once the part has been added, a Tax amount and CC-Fee amount are shown on the Totals

   2. Verify the CC-Fee is calculated on (Parts cost + Labor Cost + CC-Fee) * Customer Tax% = Invoice Total

   3. Note: If you do not have the CC-Fee showing in the Totals, Access U/J/O to setup Invoice Subtotal lines

7. Select Alt+F7. Print Bill and Close

   1. Verify the amount is correctly rounded

8. Exit PTM Vision

9. Open the Quickbooks Desktop Application

10. Locate the Invoice synced to QUickbooks

    1. Verify the amount matches the amount on the Invoice in PTM Vision

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

• Quickbooks Desktop Integrations: Please Contact Pluss Sales Department for More Information

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

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