APPLICATION: PTM Vision/Omniview Import

PROBLEM SUMMARY:  Need to import the Memo and Taxarea fields

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

***Testing required if using the Omniview Integration with Vision; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select U. Utilities/I. Q-Books-Excel Import-Export/Omniview Import Data

3. Once the import completes, select C. Customers and open a Customer for which an invoice was imported

4. Select F8. Ar

5. Locate the imported Invoice

   1. Verify the Taxarea and Memo have been imported

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

• Omniview Integration

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PPN Toolbar slowing down Vision

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Order

3. Retrieve an existing Order

4. In the I-Input section select F10-Search.  Enter a Part Number while the PPN Tool is opening and searching.  

5. No delays with Parts search occurs.

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PPN: Labor screen in inventory and obvious labor searches should not send/return FIP data (in inventory should not display fip bar)

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

N/A

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

1. Access PTM Vision 

2. Select I-Inventory

3. Select F10-Search

4. Enter a Labor item LAB80-100.  Select OK

5. Verify the PPN Tool does not complete a lookup of any LAB items from the Search window. in Inventory, Open Orders, or Purchase Orders

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  We need better protection when creating objects from PPN/FIP

<<-------------------------------------*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 an Account Number

5. Select F10-Search.  Enter BalB99 and select a result in the PPN Tool.  Select Order.

6. Order Processes to FIP correctly

7. Select I-Inventory

8. Select F10-Search.  Enter BalB99 and select a result in the PPN Tool.  Select Order.

9. Order Processes to FIP correctly

10. Select P-Purchase Orders

11. Select F2-New

12. Select F10-Search.  Enter BalB99 and select a result in the PPN Tool.  Select Order.

13. Order Processes to FIP correctly

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

N/A

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

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