APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Ship-To address with a different Tax area is added to a Sales order, we do not leave the Tax Change popup up long enough for a User to say Okay, causing the Tax area not to change

<<-------------------------------------*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 a Customer account that is setup with a Ship-to account that has a different Tax area

6. Once the Ship-To popup is shown, select F6. Ship List

7. Line up on the Ship-to with the different tax area

8. Select F8. Select to add to the order

9. Select Ok to the dialog that states "A dialog is shown the states "Changing Tax Code to Ship to XXX %XX"

10. Once on the order, select Ctrl+T

    1. Verify the tax area has been changed to the ShipTo tax area

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

N/A

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

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

APPLICATION: PTM Vision/Price File Imports

PROBLEM SUMMARY:  Price imports need Reports, Logging, and Comparison tools

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F6. Options

4. Select G. Upd Inven Pricing with Prices Pricing

5. Enter the Access Code

6. Select A. Update Inventory Pricing

7. Enter in the following Details - Update Cost: Y/N

   1. Update Prices: Y/N

   2. Maintain Inventory Margins: Y/N

   3. Update Core Costs field: Y/N

   4. Update Application field: Y/N

   5. Overwrite Description

   6. Update Notes

   7. Update Interchange

   8. Update Vendor code

   9. Update Other FieldSelect Ok to continue

8. Enter in the Product Line (Leave blank for All) and select Y/N to Update Class Codes

9. Select Ok to run the Price import

10. Select Yes to the dialog that states "Do you want to backup your Price.dbf before the import. This is needed if you want to run comparisons later"

11. Select Yes to the dialog that states "Import complete. Do you want to view the comparison between current prices and backup data?

    1. Verify if any difference are found, the report window is shown with the differences

    2. Verify if no differences are found, a prompt is shown that states "No differences have been found”

12. Exit the Report window

13. Exit Inventory

14. Access the PTM Vision priceback folder

    1. Verify the import_log is shown and has logged the import details

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

N/A

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

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

APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  Remove the "Payroll System" option from the main Accounting menu

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

   1. Verify the Payroll option has been removed

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

N/A

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

N/A

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Sublet item is back ordered from the Item details, we end up with duplicate Sublet items on the order

<<-------------------------------------*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 an S and press enter

7. Select No to the dialog asking for pricing from history

8. In the Item details window, enter a Description and tab down to the BO field and enter a value of 1

9. Enter a valid Supplier and select Ok

10. Select Ok to add the Sublet item to the order

11. Select F11. PO

12. Select F4. Edit on the Purchase order

13. Enter a cost and select Ok

14. Select O to Order

15. Select R to Receive

16. Select F8. Process

17. Select Yes to add to Payables

18. Enter an Invoice number and select Ok

19. Select Ok to exit Purchase orders and return to the order

    1. Verify the Sublet Qty field has been updated to 1 and only one Sublet line item is present

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

PROBLEM SUMMARY:  Update Time Clock to Shop Time Manager

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

N/A

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

1. Access PTM Vision

2. Select File from the Toolbar

   1. Verify Time Clock has been changed to Shop Time Manager

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using the Escape key from Item details after a BO qty has been entered, prompts again for the back order

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Order tab

4. Select F2. New Order

5. Enter Customer Account Number

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

7. Press X to enter Item details

8. In the Item details window, enter a Description and tab down to the BO field and enter a value of 1

9. Enter a valid Supplier and select OK

10. Select the Escape key on the keyboard

    1. Verify the backorder prompt is not shown again

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  New Estimates Work or Sales Order selection is not retrieved upon convert

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

N/A

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

1. Access PTM Vision.

2. Select O-Open Orders.

3. Select the Estimate Tab.

4. Select F2-New.

5. Select B-Sales Order.

6. Add an Account Number.

7. Add Parts and Labor in the Input section and select OK.

8. From the Open Orders screen, select F6-Options.

9. Select C-Convert.

10. The convert order defaults to the selection when Estimate was created and assigns the Order number.

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