APPLICATION: PTM Vision/Accounting/Accounting Utilities

PROBLEM SUMMARY:  Update form 1096 for 2021 year end

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select C. 1099 Utility

5. Select OK on the Print Utility window that asks for the amount to exceed

6. Say Yes to Omit Employee names

7. Line up on a Vendor and select F9. Tag

8. Select F7. Print

9. Select C. 1096

10. Select Ok to the Print Utility window

    1. Verify the form prints with the correct Year

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms 

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  The Inventory editor found in Reports (R-A-A-Y) does not update inventory changes online

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select A. Inventory

4. Select A. Parts Grouped by Line (Onhand-Order-Sold Quantities)

5. Select Y. Change Costs Only

6. Uncheck the Edit Bin checkbox and select Ok

7. Line up on an inventory item and edit the quantity

   1. Verify a sync file is triggered to send the changes online

8. Select the Esc Exit button

9. Select I. Inventory

10. Select the Qty button

    1. Verify the quantity has been updated

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

N/A

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

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

APPLICATION: Bug 23874 - User Privileges: Issue with a User in Password protection and User Level privileges 

PROBLEM SUMMARY:  User Privileges: Issue with a User in Password protection and User Level privileges 

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

N/A

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

1. Access PTM Vision 

2. Select U-Utilities.  Make note that the User Name logged in is your profile at the top of the Menu.

3. Select J-System Setup

4. Select B-Enter Sales Personnel & Techs & Users.  Hit ESC twice to access the User Setup screen.  Make note of a valid User Name.

5. Select ESC to Exit

6. Select I-Password Protection

7. Select Setup and locate the User Name.  Enter N-No in the Area1 thru Area7 fields

8. Enter Y-Yes in fields Area8 thru Edit6.  Select F8-Save.  Select Yes to Save User Setups

9. Select OK on User password Level is saved.  Select OK on the Protection Setup window

10. Select X-ESC Exit on System Setup Menu.  Select Yes to Save all changes message

11. Close Vision and reopen

12. Select U-Utilities to check the username.  Username should be your Username

13. Select D-Printer Setup.  Set a specific printer from the list and copy and paste it to all line items.

14. Select Services/Pluss Payments/Configure User Settings.  Add a Note in the Merchant User field to show what profile is loaded.  Select OK.  A Message should display in the top right corner that a User Profile is being loaded.  Notice the Permissions of the top 6 Menu Bar items are disabled.  

15. Select U-Utilities.  The Utility Menu Username should read the new User logged in.

16. Select D-Printer Setup.  The printers are set to the one that was chosen in your profile.  

17. Select Services/Pluss Payments/Configure User Settings.  The note in the Merchant User field to show what profile is loaded is not present.  Select OK

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

7,10 - Use Windows Logged in Username (Terminal User)

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_9

APPLICATION: PTM Vision/User Privileges

PROBLEM SUMMARY:  Issue with User Log Out option

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

N/A

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

1. Access PTM Vision

2. Select File/User Login

3. Enter a password for a User with disable toolbar items

   1. Verify the correct toolbar items are enabled/disabled

4. Select File/User Log Out

   1. Verify the correct toolbar items are enabled/disabled for the default User

   2. Verify the correct User settings are loaded

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

N/A

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

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

APPLICATION: PTM Vision/User Log in and Log Out

PROBLEM SUMMARY:  VBAR images do not update to indicate enabled/disabled state when using User Login and User Logout functionality

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

N/A

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

1. Access PTM Vision

2. Select File/User Login

3. Enter a password for a User with disable toolbar items

   1. Verify the correct toolbar items are enabled/disabled

4. Select File/User Logout

   1. Verify the correct toolbar items are enabled/disabled for the default User

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

N/A

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

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