APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Add ability to cancel cash customer payment

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open an existing order

4. Select Alt+F7. Print Bill and Close

5. Select A. Paid by Cash

   1. Verify a prompt is shown that states "Are you sure you would like to continue as a cash payment?”

6. Select No to the prompt

7. Select Alt+F7. Print Bill and Close

8. Select B. Paid by Check

   1. Verify a prompt is shown that states "Are you sure you would like to continue as a check payment?"

9. Select No to the prompt

10. Select Alt+F7. Print Bill and Close

11. Select C. Pay $XXX.XX by CC

    1. Verify a prompt is shown that states "Are you sure you would like to continue as a CC payment?"

12. Select No to the prompt

<<------------*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/Vendors/Accounts Payable

PROBLEM SUMMARY:  Add Vinvoice to Ctrl+O from AP

<<-------------------------------------*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. Select F10. Search and select an inventory item

5. Select Ok to create the Purchase order

6. Select F2. New PO

7. Select F10. Search and select an inventory item assigned to the same Vendor as the PO above

8. Select Ok to create the Purchase order

9. Select O to order on both Purchase orders

10. Select R to receive on one of the Purchase Orders

11. Select Ctrl+V. Vendor Invoice number

12. Enter an Invoice number and select Ok

13. Select F8. Process

14. Select Yes to add to payables

15. Enter a valid invoice number and select Ok

16. Select R to receive on the other Purchase Order

17. Select Ctrl+V. Vendor Invoice number

18. Enter a different Invoice number and select Ok

19. Select F8. Process

20. Select Yes to add to payables

21. Enter a valid invoice number and select Ok

22. Exit Purchase Orders and select V. Vendors

23. Select the Vendor that was used for the Purchase order

24. Select F8. AP

25. Locate the Purchase order and select Ctrl+O - Verify both lines of the Purchase order are shown

    1. Verify the Vinvoice number is 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_orders_and_payables 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:   Error occurring after returning from exporting a PO

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Order

3. Line up on a PO with an assigned PO# but is not locked

4. Select F7. Print/A Print Current PO#XXX

5. In the PO Print options, uncheck the Group checkbox and check Print Costs, Print Reference, and Print Bin Location fields

6. Once the report is shown, select the Export button

7. Select the File location to Save the export

   1. Verify the report is shown

8. Close excel and return to the report

9. Select the Exit icon

   1. Verify no error occurs and the Purchase order grid is 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=purchase_order_report 

APPLICATION: PTM Vision/Utilities

PROBLEM SUMMARY:  Need to add DELPO and DELPARTS to offsite backups/.zip files 

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/L. Backup System/B. Complete Backup

3. Once the backup completes, open the Vision directory

   1. Verify the following records are shown:

      1. DELPO.DBF

      2. DELPARTS.DBF

      3. DELREC.DBF

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

N/A

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

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

APPLICATION: PTM Vision/Incoming Fax

PROBLEM SUMMARY:  Build a direct integration with the InterFAX API to allow incoming faxes to be retrieved and processed

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

N/A

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

1. Access PTM Vision

2. Select the Inbox button on the Communications bar

3. Select F12. Setup

4. Select F4. Edit and add the Server address

   1. https://rest.interfax.net

5. Select F4. Edit to save

6. Select Ok to exit setup

7. Select Yes to filter

8. Enter an old date and check the box

9. Select Ok to continue

10. Exit the Inbox and select the refresh icon on the Communications toolbar

    1. Verify the Faxes are retrieved

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY: PTM Vision/Open Orders: Warranty items on a credit hold not adding Cost to PO 

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

5. Select a Customer setup with Charge terms and Cost pricing

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

7. Select X to access Item details

8. Enter a Description and a Cost and select Ok

9. Line up on the part and select Ctrl+W

10. Select N to order replacements, select Y to place on credit hold

11. Select No to the Zero quantity prompt

12. Next verify the Vendor, pri, drpship, and price

13. Select F11. PO

    1. Verify the Cost has been added correctly to the PO

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Warranty parts on credit hold do not hold PO reference if edited

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

5. Select a Customer setup with Charge terms and Cost pricing

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

7. Select X to access Item details

8. Enter a Description and a Cost and select Ok

   1. Note: Do not back order the item, if prompted

9. Line up on the part and select Ctrl+W

10. Select N to order replacements, select Y to place on credit hold

11. Select No to the Zero quantity prompt

12. Next verify the Vendor, pri, drpship, and price

13. Select F11. PO

14. Select F4. Edit on the PO

15. Update the Cost and select Ok

    1. Verify the Reference is not changed to RETURN and stays with the Work order reference

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  cleanupparts is throwing c005 errors in multiple production environments

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open a bunch of orders on the grid using all methods (double click, enter, F8, etc) available

   1. Verify no errors occur during this process

<<------------*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 and Quickbooks Desktop

PROBLEM SUMMARY:  Sync Payment Method to Quickbooks for Vision Orders

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New Order

4. Enter Customer account information

5. In the Input field, enter an Inventory item

6. Select Alt + F7. Print Bill and Close

7. Select B. Paid by Check

8. Access Quickbooks desktop

9. Allow record to sync to Quickbooks

   1. Verify the Payment method has been added to the Memo field on the invoice

      1. Reference (Starts With) = Payment Type

         1. Default = "Check"

         2. "CASH" = "Cash"

         3. "ACH" = "E-Check"

         4. "CC" = "Visa"

         5. "CREDIT" = "Visa"

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

• Quickbooks Desktop Integration: Please Contact Pluss Software Sales for more Information

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

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