APPLICATION: PTM Vision/System Features

PROBLEM SUMMARY:  Several Features with Spelling Errors

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

   1. Verify the spelling has been corrected in the following features

      1. 3,4: the word 'useing' in description (should be 'using')

      2. 3,26: the words 'automaticly' 'sequencially' 'invetory' and ‘thorugh’ in description should be 'automatically' 'sequentially' 'inventory' ‘through’)

      3. 5,18: the word 'Recievable' in Feature title (should be 'Receivable')

      4. 1,18: the word 'payablers' in description (should be 'payables')

      5. 7,17: the word 'of' in description (should be 'off')

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

3,4: Inventory Field List, Inventory Column List

3,26: Inventory Search Quick Search from Input Field at Point of Sale

5,18: Accounts Receivable Password Protection

1,18: Set Default Response as No for Vendor Code for Warranties

7,17: Stop Backspace Navigation

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Any FRT and F memo item besides FRTINCOMING is not recognizing the QUOTED price from PO to the Sales order and is prompting for the sale price again

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

5. Enter Customer Account information

6. In the Input field, enter a Non-Inventory part number

7. Select X to add enter Item Details

8. Enter a Part desc and cost

9. Select Ok to add to order

10. Select Yes to back order

11. Enter a valid Supplier and select Ok

12. Select F11. PO

13. Select O to order

14. Select R to enter receiving mode

15. Select Ctrl+F. Freight

16. Select FRTOUT or FRTOUTGOING

17. Enter a Incoming cost and a Quoted price and select Ok

    1. Verify the Freight is added to the PO

18. Select F8. Process

19. Select Yes to add to payables

20. Enter an Invoice number and select Ok

21. Select No to view printed items

    1. Verify the Purchase orders window is shown again and the Selling Price prompt is not shown

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Purchase Orders

PROBLEM SUMMARY:  Order Focus is lost after adding FRTOUTGOING to a Purchase order

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

5. Enter Customer Account information

6. In the Input field, enter a Non-Inventory part number

7. Select X to add enter Item Details

8. Enter a Part desc and cost

9. Select Ok to add to order

10. Select Yes to back order

11. Enter a valid Supplier and select Ok

12. Select F11. PO

13. Select O to order

14. Select R to enter receiving mode

15. Select Ctrl+F. Freight

16. Select FRTOUT or FRTOUTGOING

17. Enter a Incoming cost and a Quoted price and select Ok

    1. Verify the Freight is added to the PO

18. Select F8. Process

19. Select Yes to add to payables

20. Enter an Invoice number and select Ok

21. Select No to view printed items

22. Use the Esc Key to exit the PO window

    1. Verify the correct order is shown and the Freight has been added correctly

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Plusspay: Ampersands (&) followed by Windows Commands are not allowed in CC transaction bodies.

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select F2-New

4. Enter an Account Number where a Tokenized Credit Card is on file.

5. Add a Labor item in the Input field "ADD & PRINT" and add an hour to the labor item.

6. Select Alt F7-Print Bill/Close

7. Select Yes to Card on File.  Would you like to use a stored credit card?

8. Select F8-Select 

9. Select Yes to Process Payment through Merchant

10. Transaction is Successful

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  We are not opening cash.exe

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

***Testing only required if using an OPOS Cash Drawer; Otherwise, no testing is required***

<<--------------------*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 an inventory item/labor operation

7. Select Alt+F7. Print bill and Close

   1. Verify the Cash Drawer is opened

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

• 14, 50: OPOS Cash Drawer Enabled

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

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