APPLICATION: PTM Vision/Accounting/1099

PROBLEM SUMMARY:  Lengthen the 1099-NEC "Print Total" capacity by 2 digits

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

9. Select F7. Print

10. Select A. Print 1099

11. Select Ok to the prompt

    1. Verify the 1099 NEC forms Print Total fields have been expanded

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

PROBLEM SUMMARY:  Rate total being held when using Ok or CTRL+ENTER to leave an order

<<-------------------------------------*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 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 OK or CTRL+ENTER button 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 that the Order total is not the Rated total and the Rated total is no longer shown

<<------------*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 

PROBLEM SUMMARY:  Reporting - RCJ Export to Excel displays error values in multiple columns

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

N/A

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

1. Access PTM Vision 

2. Select R-Reports

3. Select C-Income/Recevibles

4. Select J-Summary Aged Receivables

5. Print report to screen

6. Select Export Data.  The file should open in Excel or Open Excel

7. Columns Current, Past_30, Past_60, and Past_90 display with 1.79769313486232E+308 and not the correct values from the Printed Report

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

N/A

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

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

APPLICATION: PTM Vision/PIP/PhaseZero

PROBLEM SUMMARY:  API price matrixing disregards class code rules

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

N/A

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

****No testing is required as no changes have been made to PTM Vision****

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

• 5, 58 - PIP: Integration Setup 

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

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

APPLICATION: PTM Vision/Estimates

PROBLEM SUMMARY:  When an estimate is converted with a measured item, the next item that needs to be back ordered is not being back ordered

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimate tab

4. Select F2. New

5. Enter Customer account info

6. In the Input field, enter a measured item with quantity in stock and order 0.5 qty

7. In the Input field, enter a stocking item with no quantity in stock and no present back orders for stock

8. Exit the estimate

9. Select F6. Options/C. Convert

10. Select Ok on the Convert window

11. Select Yes to back order low qty items

    1. Verify all items are back ordered properly

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

N/A

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

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

APPLICATION: PTM Vision/Vendors

PROBLEM SUMMARY:  Tabbing through the Payment screen on a Vendor set to ACH changes the payment type to Check

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

N/A

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

1. Access PTM Vision

2. Select V. Vendor

3. Select a Vendor setup with the ACH payment type

4. Select F8. AP

5. Select P to pay an invoice

6. Select F7. Print/A. Printing Check

7. Tab through the fields

   1. Verify the ACH payment type is not changed

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/1099 Utility

PROBLEM SUMMARY:  City field not always allowing all text to be entered

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting/I. Accounting Utilities/C. 1099 Utility

3. Select No to the Restore Previous Session dialog

4. Set Dates and select Ok

5. Select No to omit employee duplicates

6. Select F6. Setup/A. Edit Overall 1099 Options

   1. Verify the City field allows 20 characters

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