APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:   Fee being added to all sublet items after a fee was added to a PO for a sublet item

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

6. Select No to pull from History, if prompted

7. Enter in Sublet details and select Ok

8. Select Yes to back order

9. Enter a valid Vendor and select Ok

10. Select F11. PO

11. Select F4. edit on the PO

12. Select the Fee's button and add a Fee to the PO

13. Select Ok on the PO

14. Select O to order

15. Select R to received

16. Select F8. Process

17. Once returned to the order, select Alt+F7. Print bill and close

18. Select F2. New

19. Enter Customer account information

20. In the Input field, enter S and press enter

21. Select No to pull from History, if prompted

22. Enter in Sublet details and select Ok

23. Select Yes to back order

24. Enter a valid Vendor and select Ok

    1. Verify no fee is added to the order

25. Select F11. PO

26. Line up on the Purchase order and select F4. Edit

    1. Verify no fee is shown (Note: Fee's on PO's are only displayed if the option is selected to view on PO's when the fee was created)

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=3_4_5 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Non-Stocking cores not being taxed correctly

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Workorders tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter a no-inventory part

7. Select X to access Item Details

8. Enter a Description, Qty, Cost, and a Core charge

9. Select Ok to add the item to the order

10. Select Ok to back order

11. Enter 1 for the Core Return quantity

    1. Verify the Core tax is set to match the Core default linecode tax

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

• 5,68: User Default Line Code to Margin and Tax Nonstocking Cores

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

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

APPLICATION: 

PROBLEM SUMMARY:  

<<-------------------------------------*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. Enter Customer account info

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

7. Select X to access Item details

8. Change the Part number

9. Enter a Description, a Quantity of 2, and a Cost

10. In the BO field, add a Qty of 2

11. Enter a valid Vendor and select Ok

12. Select Ok to leave the Item details window

    1. Verify only one back order has been created

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY: Error is encountered if unsuccessful order exports are attempted twice in one session 

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

****Testing only required if using the Decisiv Integration; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New

5. Enter a Customer that does not exist in Decisiv, has a Unit, and has 2 email addresses setup in F9. More of the Customer account

6. In the Input field, enter a Labor operation and an inventory item

7. Select F6. Options/5. Export to PIP/Export to Decisiv

   1. Verify the order is exported successfully

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

• Decisiv Integration: Please Contact Pluss for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations