APPLICATION: PTM Vision

PROBLEM SUMMARY:  Open Order - Nonstock part description added with a carriage return prints with spaces

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

N/A

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

1. Access PTM Vision

2. Select O-Open Orders

3. Select an Order with non-stocking parts

4. Select Alt-F7 to Print and Close. 

5. When the Invoice has Printed all Parts and Labor are displayed with single line spacing.

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Non-stocking items not applying the P-matrix if a default line code exists

<<-------------------------------------*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 a Customer account setup with a Price Matrix set to a Default linecode setup in Inventory

6. In the Input field, enter a Non-inventory part number and press enter

7. Select X to enter Item Details

8. Enter a Description, Quantity, and a Cost

   1. Verify the correct Margin in applied to the item's Selling price

9. Select Ok to add the item to 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=customer_price_matrixing 

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  When running the ROL/Inventory Movement report and a date range is set, the date range does not seem to be reflected on the report

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Reports

4. Select L. Transaction Activity Detail

5. Using the Report dropdown, change the Report to 'Inventory Movement' report

6. Select a Date range

7. Select the Refresh button

   1. Verify the report does not get filtered by date range

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Interchange window does not display Average Cost when feature 3,12 is active

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Search for a part that has an old cost/old quantity

4. Select Ctrl+P to verify the Old Cost/Old Qty

5. Exit and select F11. Interchange

   1. Verify the Cost listed is the Average Cost and not the Current Cost

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

• 3,12 On: Use Average Cost when Selling Items

• 3,17 Off: Use Current Cost when Selling Items

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

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

APPLICATION: PTM Vision/Inventory and Pluss Commerce/Interchanges

PROBLEM SUMMARY:  Interchanges not updating correctly online

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select an Inventory item

4. Select F11. Interchanges

5. Select F2. New

6. Select an Inventory item to Interchange

7. Select Ok to save

8. Access Pluss Commerce Website

9. Select the Parts for Sale list

10. Enter in the Search field the name of one of the Inventory items used for the Interchange

    1. Verify both items have a 'Has Interchange' link in the grid

11. Select the View Details button

    1. Verify both Interchange links are shown

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

• Pluss Commerce: Please Contact Pluss Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision/Open Orders: 

PROBLEM SUMMARY:  Edit Details View calculates and shows incorrect value if margin is negative, until margin field is refreshed

<<-------------------------------------*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 a Customer account setup with a Price Matrix set to a Default linecode setup in Inventory

6. In the Input field, enter a Non-inventory part number and press enter

7. Select X to enter Item Details

8. Enter a Description, Quantity, and a Cost

   1. Verify the correct Margin is displayed

9. Select Ok to add the item to 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=open_orders 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Pick Ticket duplicating parts when set to Bin location

<<-------------------------------------*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 several Inventory items with Bin Locations

7. Select F7. Print/A. Printing/F. Pick Ticket

   1. Verify when the Pick ticket is shown, the items are not duplicated

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Ensure that failed nonstock BO checks reset the WO to check again

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

N/A

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

1. Access PTM Vision

2. Select Services/Branch Setup

3. Select F8. Load Branch

4. Select P. Purchase Orders

5. Select F2. New PO

6. Enter a Inventory part number with no quantity in stock in the Main Branch and the Vendor setup for PO/SO transfers

7. Enter a Non-Inventory part number, a quantity, Cost, and the Vendor setup for PO/SO transfers

8. Select Ok to create the Purchase orders

9. Select O to order on both items

10. Select F7. Print/A. Print current PO#

11. Select Ok to the dialog that states "PO has been electronically sent"

12. Access the Main Branch PTM Vision

13. Select the Invoices button

14. Select F6. Process

15. Exit the Electronic Invoices window

16. Select O. Open orders

17. Select the Sales Orders tab

18. Open the Order created from the transfer

19. Select No to pull the item from inventory

20. Select Yes to back order the non-inventory item

    1. Verify the non-inventory item is properly back ordered

    2. Verify the Inventory item with no quantity in stock has been properly back ordered

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_7_4_d_salesorder_in_po_so_transfer