APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  Dividend is spelled "divident" in multiple programs and menus

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting/D. Chart of Accounts

3. Select the Type dropdown

   1. Verify the spelling of Dividend has been corrected

4. Select the Month tab

   1. Verify the spelling of Dividend has been corrected

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

N/A

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

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

APPLICATION: PTM Vision/Branching

PROBLEM SUMMARY:  When Branching is disabled, customers can still access the Branches from the desktop icon shortcut

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

N/A

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

1. Open a PTM Vision Branch using a desktop icon

   1. Verify if branching is disabled for a user, a dialog message is shown that states ‘Due to system or Pluss subscription settings, the requested branch could not be loaded. Please contact Pluss Support if you believe you have received this message in error. Your main Vision branch will now load.’

   2. Verify if feature 7,20 is disabled in the users Vision features, the dialog message is shown

   3. Verify if a user is not registered for branches, but an ISBRANCH.ON file is present in the main Vision folder, the requested branch will load if feature 7,20 is enabled; if 7,20 is disabled, the branch will not load and the dialog message is shown

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

• 7,20: Use Branch Data Files

• Branching: Please contact Pluss for more information

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  If an order was in the Rating view when exited, new orders opened are showing the Rating view with incorrect totals

<<-------------------------------------*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. Exit the order

9. Select F2. New

   1. Verify the newly opened order is not in Rating view

<<------------*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/Admin

PROBLEM SUMMARY:  Password protect branch Add, Delete, Edit for customers

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

N/A

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

1. Access PTM Vision

2. Select Services/Branch Manager/Branch Setup

3. Select F2. New

   1. Verify the Master password box is show

4. Select F4. Edit

   1. Verify the Master password box is shown

5. Select F5. Delete

   1. Verify the Master password box is shown

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

• Branching: Please contact Plus Software for more information

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Qty sold report not sorting correctly when using archive data

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select B. Archive Sales

5. Select J From/To Date and enter date range

6. Select O. Other Options

7. Select J. Sales Quantity Report Ranking

8. Select A. Sort by Quantity Sold

9. Select P. Print

   1. Verify the Quantity Sold is sorted correctly

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

N/A

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

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

APPLICATION: PTM Vision/Accounting/Omniview Import

PROBLEM SUMMARY:  Sales tax area not properly being imported

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

N/A

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

1. Access PTM Vision

2. Select U.Utilities/I. QB Excel Import Export/D. Import Omniview IIF

3. Once the import is complete, select C. Customer file

   1. Verify the import has added the Sales tax area correctly

4. Select F9. Ext

   1. Verify no sales tax has been added

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Ext Totals shown on SLSRANK reports are incorrect

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select A. Current Sales

5. Select J From/To Date and enter date range

6. Select O. Other Options

7. Select J. Sales Quantity Report Ranking

8. Select A. Sort by Quantity Sold

9. Select P. Print - Verify the Extended Totals, Gross Totals, and Profit Totals are correct

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders/FIP

PROBLEM SUMMARY:  FIP orders from history error when printed

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select H. History

4. Line up on an order sent to FIP

5. Select F7. Print/A. Print Current PO

   1. Verify no error occurs and the print out is shown

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