APPLICATION: PTM Vision 

PROBLEM SUMMARY:  EDM - when a custom mail template is used, sent messages do not display messages entered by the sender

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

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

1. Access PTM Vision 

2. Select Compose in the Communication Toolbar

3. Select a Customer from the Search

4. Update the email to your email address in To:

5. Add a custom message in the Body.  Select Send

6. Select View Sent in the Communication Toolbar

7. Double click the highlighted message 

8. A complete message is delivered to the recipient

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Add password protection to Ctrl+F4 in open orders

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

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select Ctrl+F4. Edit

   1. Verify a Password prompt is shown

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

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Time Clock Not saving changes to edited Employee names

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

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

1. Access PTM Vision

2. Select File/Time Clock

3. Line up on an Employee and select F4. Edit

4. Change the Employee Name

5. Select Ok

   1. Verify if the Employee name already exists in the system, a prompt is shown that states "An employee with this name already exists. No changes were made."

   2. Verify if the Employee name does not exist in the system, a prompt is shown that states "Would you like to update previous time entries for this employee? Choose YES if you are uncertain, If you do not update previous time entries, it may be necessary to add missing entries manually."

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

N/A

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

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

APPLICATION: PTM Vision/Vendors

PROBLEM SUMMARY:  A colon Invno # field of the Accounts Payable screen broke the name of PDF files being added to the EDM

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

N/A

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

1. Access PTM Vision

2. Select A. Account Mapping

3. Select B. Accounts Payable

4. Line up on a Payable record with an Invoice number that has a colon

5. Select Y to Pay

6. Select F8. Process

7. Select T-Tag

8. Select F8. Process

9. Once the Payable record is paid, exit the Payable window

10. Select V. Vendors

11. Select the Vendor that the payable was for

12. Select F7. Print/View EDM Records

    1. Verify the EDM record was properly saved

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

N/A

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

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When an item is Drop Shipped from a Sales order, we are only able to drill down to the PO once

<<-------------------------------------*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 an item with no qty in stock or a non-inventory item

7. Say Yes to back order

8. Enter a supplier and select OK

9. Select Yes to drop ship the item

10. Select Yes to bill back orders to the order

11. Select F11. PO

    1. Verify the drop shipped item(s) are shown

12. Select Ok to return to the order

13. Select F11. PO again

    1. Verify the drop shipped 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=drop_ship_-_direct_billing 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Vision: C005 error encountered after clicking the right horizontal scroll button in part history grid.

<<-------------------------------------*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. Add an Account Number

6. Add Non-Stocking Parts that have been sold in the past.  Select Enter

7. Select X for Non-Stock Item

8. Select Yes to Part was found in History, retrieve the last pricing?

9. Using the windows controls for up, down, left, or right with mouse clicks and keyboard controls responds as expected.

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

N/A

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

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