APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Little to No data being exported from PO when Grouping is not selected

<<-------------------------------------*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 exported document contains correct information

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Password protect ECM server and port system settings

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/Q. Features

3. Enter 12,6 and press enter

4. Click on the Feature icon

   1. Verify the Master Password prompt is show

5. Enter 12,16 and press enter

6. Click on the Feature icon

   1. Verify the Master Password prompt is shown

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

• 12.6: ECM Mail Server

• 12,16: ECM Mail Port

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  1099k form print errors

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

N/A

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

1. Access PTM Vision 

2. Select V-Vendor, select F10-Search, and enter NAPA.  Select OK

3. Select F8-AP

4. Select P-Pay on both Invoices and select F12- Pay by Credit Card

5. Enter CHS - Chase Credit Card in the search screen and select Done

6. Select OK on the CCDate

7. From the Main Menu, select A-Accounting, I-Accounting Utilities, C-1099 Utility

8. Update the From Date to 1/1/2022 and the To Date to 12/31/2022.  Select OK

9. Select No to omit Employees spelled the same

10. Select F7-Print, D-Print 1099k

11. Update Payto Amount to $100.00.  Select OK

12. Highlight NAPA and select F9-Tag

13. Select F7-Print

14. Print the data on a pre-prepared 1099-k form

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms

APPLICATION: PTM Vision/Open Orders/Rating Review

PROBLEM SUMMARY:  LOP Totals not matching the totals at the bottom of the report

<<-------------------------------------*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 with Labor operations w/time and several parts

4. Select F7. Print/A. Printing/S. Rating Review

5. Find the LOP totals section and the Totals at the bottom

   1. Verify the Total for the LOP's match the totals at the bottom

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

N/A

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

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

APPLICATION: PTM Vision/PPN/Part Search

PROBLEM SUMMARY:  Trimming linecode twice on certain parts

<<-------------------------------------*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 part number ACTKEN16502N

   1. Verify only the ACT linecode is removed

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_8_pluss_parts_network 

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Entered Search criteria is not displayed in the FIP window

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

N/A

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

1. Access PTM Vision

   1. Verify feature 3,30 is on

2. Select I. Inventory

3. Select F10. Search

4. Enter a 3 digit search that would garner results in the PPN window and press enter

   1. Verify the correct search criteria is shown in the PPN window

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

• 5,74: Pluss Parts Network

• 3,30: Join All Sub-Inventories during Searches

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_8_pluss_parts_network 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Second search closes down PPN window

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

N/A

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

1. Access PTM Vision

   1. Verify 3,30 is on

2. Select O. Open Orders

3. Select an open order

4. Select F10. Search

5. Enter a 3 digit search and press enter

6. Select F10. Search again

7. Enter the a different 3 digit search that would garner results in the FIP window and press enter

   1. Verify the PPN window does not closes and the search is successful

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

• 5,74: Pluss Parts Network

• 3,30: Join All Sub-Inventories during Searches

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_8_pluss_parts_network 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Second search closes down PPN window

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

N/A

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

1. Access PTM Vision

   1. Verify 3,30 is on

2. Select O. Open Orders

3. Select an open order

4. Select F10. Search

5. Enter a 3 digit search and press enter

6. Select F10. Search again

7. Enter the a different 3 digit search that would garner results in the FIP window and press enter

   1. Verify the PPN window does not closes and the search is successful

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

• 5,74: Pluss Parts Network

• 3,30: Join All Sub-Inventories during Searches

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_8_pluss_parts_network 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PPN Order Now, the PO Information Details are blank until an action is made

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

N/A

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

1. Access PTM Vision 

2. Select P-Purchase Orders

3. Select F2-New

4. Select F10-Search Inven

5. Select a Part available in the PPN tool and select Order

6. Select the down error in the Refer field.  Select A-Sales Order

7. Select F2-New.  Enter a Customer Number and Enter.  

8. Select OK on the New Sales Order Number

9. Select Yes to add Part to Sales Order

10. Part displays in the PO screen 

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

N/A

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

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