APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Return is created for a Non-inventory item by typing in the item name in the input field on an order, and enter a Qty of -1, we are being prompted to Back Order the part

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New Order

4. Enter Customer Account Number

5. In the Input field, manually type in the entire Non-inventory part number that was previously purchased for this customer

6. Select X to add the item to the order

7. Select Yes to the dialog that states "This part was found in the sales history for another customer. Would you like to retrieve last pricing?"

8. Select F10. Select to add the return to the order

9. Once the Item detail window is shown, enter a Qty of -1

10. Select Ok to save the part to the order

11. Select B. Place On A Return PO

12. Enter a valid Vendor in the Returning to Vendor popup and select Ok

    1. Verify the item is added to the order with a quantity of -1

    2. Verify a Return PO has been created

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders: When using Alt+P to pull parts from inventory on an order, the hotkeys have to be selected twice on the second part 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 Work orders tab

4. Select F2. New

5. Enter Customer Account information

6. Select F10 Search and add at least 3 inventory items to the open order

7. Line up on the first inventory item and select Alt+P

8. Select Yes to pull the part.  Part is marked as Pulled

9. Continue to select Alt+P to mark the remaining Parts as Pulled.  All Parts are marked as Pulled

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When 1,16 is off and a part is drop-shipped and then selected to bill to the order, we are not billing Core charges

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Verify 1,16 is OFF

4. Exit features and save any changes

5. Select O. Open orders

6. Select the Sales orders tab

7. Select F2. New

8. Enter Customer account information

9. In the Input field, enter an Inventory item with a core charge with no quantity in stock, or add a Non-inventory item with a core charge

10. Select Yes to back order part

11. Enter a valid Supplier and select Ok

12. Select Yes to the dialog that states "Would you like a drop ship message?"

13. Select Yes to the dialog that states 'Would you like to Bill Backorders on this Drop Ship?"

14. Select Ok to the Core qty popup - Do not change anything here

    1. Verify the Core charge is correctly shown on the Totals

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

• 1,16: Bill Backorder at Invoice Level

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

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

APPLICATION: PTM Vision/Utilities

PROBLEM SUMMARY:  Backup messaging has word duplication and a misspelling

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

4. Select B. Complete Backup

5. Allow the Back to run

   1. Verify the messaging in the dialog box has been corrected to state " Backup your data to Hard Disk. This utility is not to replace your normal backup procedure."

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Labor report overlapping when emailing

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select K. Labor Codes

4. Enter a date range and select Ok

5. Once the report is generated, select the Mail button

6. Enter an email address and select Send

   1. Verify the report that is emailed looks correct and the columns are not overlapping

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Quickbooks

PROBLEM SUMMARY:  Issue with orders not properly rounding when using the Esc key or Ok button

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select 2. New Order

4. Enter Customer account number

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

5. In the Input field, enter a TAXABLE PART

6. Select Alt+F7. Print Bill and Close

   1. Verify the amount is correctly rounded

7. Exit the open order using the Esc key

8. Reopen the same order

   1. Verify the amount is still correctly rounded and the Total has not changed

9. Exit the open order using the Ok button

10. Reopen the same order

    1. Verify the amount is still correctly rounded and the Total has not changed

11. Access Quickbooks Desktop Application

12. 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 Integration: Please Contact Pluss Sales Department for more Information

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

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When 1,16 is off and a part is drop-shipped and then selected to bill to the order, we are not billing Fee charges correctly

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Verify 1,16 is OFF

4. Exit features and save any changes

5. Select O. Open orders

6. Select the Sales orders tab

7. Select F2. New

8. Enter Customer account information

9. In the Input field, enter an Inventory item with a Fee charge with no quantity in stock

10. Select Yes to back order part

11. Enter a valid Supplier and select Ok

12. Select Yes to the dialog that states "Would you like a drop ship message?"

13. Select Yes to the dialog that states 'Would you like to Bill Backorders on this Drop Ship?"

    1. Verify the Fee charge is correctly shown on the Totals

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

• 1,16: Bill Backorder at Invoice Level

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 10,13 has a spelling error in the description

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 10,13 in the Search field

   1. Verify the spelling error in the description has been fixed ('Diables' to 'Disables')

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

• 10, 13: Parts on B=Bottom, T=Top, None, G=Group, O=Labor Code

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

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