APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  The Freight Cost amount is showing up on items on F0 kits

<<-------------------------------------*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 F0 Kit that contains an Inventory item setup with a Freight Cost

   1. Verify when the Kit is exploded on the order, the Inventory item with the Freight cost is not added to the items cost

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Item Details

PROBLEM SUMMARY:  Increasing the BO qty from Item details and then using the Esc key is still increasing the PO qty

<<-------------------------------------*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 a Non-Inventory part number and press enter

6. Press X to access Item details

7. Enter a Desc and Cost

8. Enter a BO Qty and add a valid Supplier

9. Select Ok to exit the Item details

10. Select F4. Edit

11. Increase the BO qty

12. Select the Esc key

13. Select F11. PO

    1. Verify the PO qty is set to the original qty entered and not the qty entered before the Esc key was used

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/F9 More

PROBLEM SUMMARY:  None of the Percentage related fields allow decimals in F9 More

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F9. More

4. Select F4. Edit

5. Click the Override field and try to enter a decimal

   1. Verify a decimal value can be entered

   2. Verify the Enter Commission Percentage and the Parts Tax Credit Percentage fields also now allow decimal values

<<------------*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:  Warranty Subkit orders closed with J. Print Bill with Bill date does not hold the date change

<<-------------------------------------*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. In the Input field, enter a non-inventory Labor operation and add some time to the LOP

5. Select the F12. Subkit button

6. Select B. Create Copay Warranty Order item

7. Select a Warranty Customer/Vendor

8. Select Ok

9. Select F6. Options/A. Printing/J. Print Bill w/Bill Date

10. Enter a date prior to todays date

11. Select A. Paid by Cash

    1. Once the order is closed, open the closed order and verify the close date entered 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=copay_warranty_order 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When a Rated order is closed, when reopened, the Total is now the Rated price and not the Order total

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

N/A

<<--------------------*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 Customer account information

6. Select F10. Search and select an inventory item with a higher cost

7. Once the item is on the order, select the Ctrl+R button or the Ctrl+R hotkeys

8. Take note of the Order total and the Rated total

9. Leave the order in the Rated state and select the Esc key to exit the estimate

10. Select F5. Delete on the Estimate

11. Select F8. WO# and enter the Estimate number that was just closed

    1. Verify the Order Total has not been changed to the Rated Total

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

N/A

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

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

APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  Update to 2023 IRS 1099 Tax forms

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select C. 1099 Utility

5. Select OK on the Print Utility window that asks for the amount to exceed

6. Say Yes to Omit Employee names

7. Line up on a Vendor and select F9. Tag

8. Select a Form F10. NEC/MIS

9. Select F7. Print

10. Select A. Print 1099

11. Select Ok to the prompt

    1. Verify the 1099 forms have been updated for the Tax yea

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