APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Drop Shipping Non-Stock parts errors on Level 3 Data

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

N/A

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

1. Access PTM Vision

2. Select O-Open Orders

3. On the Sales Tab, Select F2-New

4. Select Account 784-8077 (Cash Sale)

5. Enter a Non-Stocking Part Number, select Enter

6. Select X to Enter Non0Stocking Part

7. In the Part Detail, add a Description, a Cost, and a BO Quantity

8. Select a Supplier and select OK

9. Select Yes to the Would you like to drop ship message

10. Select Yes to the Would you like to Bill Backorders on this Drop Ship.  Select OK

11. Select F11-PO, highlight the Part and Select O-to Order

12. Select Yes to start a PO.  Select OK to Close the PO window

13. Select Alt F7-Print Bill/Close

14. Select C-Pay by Credit Card

15. Select B-Use Cloud Terminal

16. Transaction 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 and Purchase Orders

PROBLEM SUMMARY:  When Average costing is on, when an item is back ordered from an order we are using the average cost instead of the current cost

<<-------------------------------------*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 Customer account information

5. In the Input field, enter an Inventory item that has an Average cost

6. Select Yes to Back order the part

7. Enter a valid Supplier and select Ok

8. Select F11. PO

   1. Verify the part has been ordered using the Current cost instead of the Average 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/Purchase Orders

PROBLEM SUMMARY:  Grouped PO form not working if a custom PO form exists

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New PO

4. Enter an Inventory item and select Ok to create the Purchase Order

5. Select O to order

6. Select F7. Print/A. Print Current PO#

7. Select Ok on the PO Print window

8. Select Yes to the dialog that states "Would you like to use the Custom Non-Grouped PO Form? Press No to use Standard Grouping PO Form"

   1. Verify the custom form is loaded

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

• 4,24: Group Part Number on Purchase Order Print Out

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

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

APPLICATION: PTM Vision/Work Orders

PROBLEM SUMMARY:  Pick Ticket not sorting correctly when set by 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 Work Orders tab

4. Select F2. New Order

5. Enter Customer Account Number

6. In the Input field, enter a several Inventory items with Bin Locations

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

   1. Verify when the Pick ticket is shown, all the appropriate item(s) are shown

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