APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  F8 transactions from inventory and F8 source does not work to bring up old PO's

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F8. Sls/His

4. Select T.Transactions

5. Enter a date range that would garner purchases that exist in Purchase order History

6. Select Ok

7. Select the Purchases Tab

8. Line up on a Purchase order and select F8. Source

   1. Verify the correct Purchase order in PO history 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=inventory_sales_history 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:   When a Multi-inventory part with a core charge is back ordered from an order, we are prompting to add a Core charge to the core part itself

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work or Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter an Inventory part that is assigned to a multi-inven and also has a Core charge

7. Back order the part

8. Select F11. PO

9. Select O to order the part

10. Select R to receive the part

11. Select F8. Process

12. Add to payables, if prompted

    1. Verify no prompt is shown to change the cost of the core

13. Exit Purchase Orders and return to the order

    1. Verify the Core cost is correct on 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=selling_items_with_cores 

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Tooltip on Ytd Purchases is missing

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Hover over the Ytd Purchases field

   1. Verify the tooltip is shown and states "Displays the customer's YTD purchases"

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

PROBLEM SUMMARY:  Ship-To addresses with blank phone numbers default to the Customer address instead of the address information selected

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select a Customer

4. Select F9. More

5. Select F4. Edit

6. Enter SHIP-LST in the Automatic Shipto Account field

7. Select F4. Edit

8. Select Ok

9. Select Ctrl+B. B-Ship

10. Enter a couple different Ship-To address

11. Leave the phone number on one of them blank

12. Exit the Customer file and select O. Open Orders

13. Select the Sales order tab

14. Select F2. New

15. Enter the customer

16. Once the Ship-to prompt is shown, line up on the one with no phone number and select F8. Select

    1. Verify the Ship-To address is correct

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

N/A

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

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

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

APPLICATION: PTM Vision/Customer File/Aging Report

PROBLEM SUMMARY:  Invoice number on Customer aging report not displaying correctly

<<-------------------------------------*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 G. Customer Aging

   1. Verify the Invoice numbers are displayed correctly

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

N/A

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

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