APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Error occurring when trying to save features

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. In the Input field, enter 4,18

4. Turn on or off the feature

5. Enter password and select Ok

6. On the Keyboard, press the enter key

7. Press the Esc key on the keyboard

8. Press Esc on the keyboard again

9. Press Yes on the Save dialog message

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Cannot access orders after accessing features

<<-------------------------------------*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. Once in the Input field, select F10. Search

6. Select Ok on the search window

7. Select Esc key to exit the search window

8. Select Esc key to exit the order

9. Select Esc key to exist Open Orders

10. Select Services/Features

11. Select Yes to dialog

12. Select Ok to leave features

13. Select O. Open Orders

14. Open an existing order

    1. Verify the order can be viewed properly

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Customers: Add a feature to customize the customer search grid.

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

N/A

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

1. Access PTM Vision 

2. Select Services

3. Select Features

4. Enter 5,86 in the Search Box and select Enter

5. Highlight a Data Field and select the right arrow to move to the Included Fields.  Select OK to close the screen.

6. Select C-Customer 

7. Select F10-Search.  Enter an Account Number in the Search.  The results will display the newly added fields added in Features.

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

N/A

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

TBD

APPLICATION: PTM Vision/Partseye Inventory Sync

PROBLEM SUMMARY:  Split out Inventory sync by linecode and Vendor and not just Vendor

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

N/A

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

1. Access PTM Vision

2. Select Services/Integrations/Partseye/Setup

3. Line up on one of the setups that has a Linecode that is setup with different Vendors in Inventory

4. Select F8. Send

   1. Verify that the parts that are sent are for the specified Vendor and Linecode

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

• Partseye Integration: Please Contact Pluss Software for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_7_partseye_integration_vmi 

APPLICATION: PTM Vision/Vendors

PROBLEM SUMMARY:  When a Vendor is setup with more that 10 GL's, when the auto payment is ran, we do not pick up anything past the 10th GL

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

N/A

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

1. Access PTM Vision

2. Select V. Vendor

3. Select a Vendor and select F6. GL's

4. Setup all 15 GL's and add an amount at the top, and amounts in the fields

5. Select Ok to save

6. Select Yes to run the auto pay on the first

7. Exit Vision

8. Open Vision on the first of the Month and say Yes to run backup

9. Select Yes to run Recurring Billing

10. Once recurring is complete, access V. Vendors

11. Open the vendor that was used for testing

12. Select F8. AP

13. Line up on the recurring event and open

    1. Verify all 15 GL fields have been properly populated and the AP is in balance

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

N/A

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

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