APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Tooltip on Lst.year field is incorrect

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Hover over the Lst Year field

   1. Verify the tooltip states "Total Business done in Previous Year"

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders and Shop Time Manager

PROBLEM SUMMARY:  Adding a Part to an order from STM using a Group/Subgroup is not adding any attached Fee or Core

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

N/A

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

1. Access PTM Vision

2. Select File/Shop Time Manager

3. Select a Tech

4. Select a WO

5. Login to a Labor op

6. Select the Group tab

7. Select the Subgroup that contains a part with a fee and/or a core charge

8. Select the Part and add a quantity of 1

9. Select Yes to add to Work Order

10. Enter Core Return Quantity

11. Exit STM

12. Select O. Open Orders

13. Select the Work orders tab

14. Select the order that the part was added to

    1. Verify the Part and Core charge/Return was added to the order

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Aging Report

PROBLEM SUMMARY:  Buttons on report being cut off

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F7. Print

4. Select E. Aging Report

5. Select Ok to the options to continue

6. Select No to the dialog that states "Use new format aging report?"

7. Select the Export data button

8. Maximize the Report window

9. Minimize Vision

   1. Verify the buttons located at the bottom of the report are still available for use

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

• 1,51: Allow Export to .xls from Standard Vision Reports *Experimental*

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  In the Item Details view, the F5/F6/F7 buttons are displaying the incorrect Margin values

<<-------------------------------------*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 different margins set in inventory then the default system margins

6. Select F4. Edit to access Item Details

7. Take note of the F5/F6/F7 buttons margin values

8. Select Ok to exit Item Details

9. Select I. Inventory while lined up on the item

   1. Verify the values shown on the buttons are correctly displaying the values from Inventory

<<------------*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_screen_ 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders - Duplicate Order Numbers are created converting Estimates

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select the E-Estimate Tab

4. Select F2-New

5. Select B-Sales Order

6. Enter an Account Number

7. In the Input section, add Parts

8. Select OK

9. Select F6-Options

10. Select C-Convert only

11. Open a second Vision window simulating a second user

12. Access PTM Vision

13. Select O-Open Orders

14. Select the Sales Tab

15. Select F2-New

16. In the Estimate window, select OK to save the Estimate conversion

17. The next new Order number is assigned

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders, Customer File/Credits and Quickbooks Desktop Integration

PROBLEM SUMMARY:  Disable Payments Sync from Vision to Quickbooks

<<-------------------------------------*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 Number

5. In the Input field, enter an Inventory item or Labor operation

6. Select Alt+F7. Print Bill and Close

7. Select A. Pay by Cash

8. Open the QBDI middleware app

9. Select the Payments tab

10. Select Load Data

    1. Verify the FailNote of the Payment States "Payment Sync Disabled by Feature 5,80"

    2. Note: 5,80 disables payments from both Orders and the Customer File/ROA Payments; Disabling 5,80 and enabling 5,81 only disables ROA Payments from the Customer file

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

• 5,80: Quickbooks Desktop: Disable Payment Synchronization

• 5,81: Quickbooks Desktop: Disable Non-Cash Payment Synchronization

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Unable to add new employee to Time Clock

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

N/A

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

1. Access PTM Vision

   1. Verify Time Card password is set

   2. Ensure there is at least one lowercase character in feature 3,58

2. Select File/User login

3. Login into a user that is setup for Time card access

4. Select File/Timeclock

5. Select F2. New

6. Enter Time card password

   1. Verify the Time Clock Employee Setup window is shown

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

• 3,58: Time Card Password

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

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

APPLICATION: PTM Vision/Open Order

PROBLEM SUMMARY:  Special Order and Non-Inventory core charges duplicating on order

<<-------------------------------------*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, add a S/O item

6. Press Enter 2 times to open the S/O List

7. Press F6 to choose a valid vendor

8. F8 to process

9. Answer Yes to add a purchase order

10. F11 to open the PO window

11. Order the S/O part

12. F4 to edit the S/O part and add a Cost and Core Charge

13. Enter 1 for COR quantity

14. Go into receiving mode and then F8 to process the PO

15. Select Ok to exit Purchase Orders and return to the open order

    1. Verify the Core return and/or Core charges are correctly on the order and not duplicated

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

N/A

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

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