APPLICATION: PTM Vision/PartsEye Integration

PROBLEM SUMMARY:  Add Support for multiple vendors

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

N/A

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

1. Access PTM Vision

2. Select Services/Integrations/Partseye/Setup

3. Select F2. New

4. Enter the following information

   1. Dealer Code

   2. Ftp Server

   3. Username

   4. Password

   5. Line

   6. Supplier

   7. IPK (Inventory PK)

   8. Client Key

   9. Live: Checked for Live/Unchecked for Test

   10. Use Referrer (Use PartsEye PO)

   11. Send PO

   12. Select Ok to save the Integration setup

       1. If needed, additional Vendors can be added

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_7_partseye_integration_vmi 

APPLICATION: PTM Vision/User Login

PROBLEM SUMMARY:  If users does not exist, we are still logging in and having to log out to clear it

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

N/A

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

1. Access PTM Vision

2. Select File/User Login

3. Enter an Invalid Password

4. Select Ok

5. Select File

   1. Verify the User Login option is still available

<<------------*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/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Detail by Account report not displaying all information

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

N/A

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

1. Access PTM Vision

2. Select D. Chart of Accounts

3. Select F7. Print

4. Select B. Detail By Account

5. Enter an account number and select Y for the Date Range

6. Enter a valid Date Range and select Ok

   1. Verify the correct Total 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=chart_of_accounts