APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  On orders created with a Shipping address setup with a tax code and name that begins with a space, the tax code on the order changes when closed

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales Orders tab

4. Select F2. New

5. Enter Customer account that has a Shipping address with a different tax code/percent than the main Customer account, but also the Customer name on the Shipping account has a space in front of the name

6. When prompted to add the shipping address, select the Ship list and add the address with the space in the name

7. Select Yes to the tax code change

8. Select Ctrl+T to verify the tax percentage has changed to the shipping tax

9. Add a part/labor and close the order

10. Open the closed order

    1. Verify the Tax code and Tax Percentage has 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=sales_tax_per_shipping_account 

APPLICATION: PTM Vision/Accounting Utilities

PROBLEM SUMMARY:  Out of balance transactions are difficult to find

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

N/A

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

1. Access PTM Vision

2. Select. A. Accounting/I. Accounting Utilities/J. Find Out of Balance Transactions

   1. Verify if any out of balance transactions exist, a report is shown with the transaction details

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=7_12_accounting_utilities 

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  AR Column feature opening Customer Column designer

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5,13

4. Open the feature

   1. Verify the Ledger Designer is shown

5. Select the Set to Defaults button

   1. Verify the columns are reset to the default AR columns

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

• 5,13: AR ledger Field List, Receivables Column List

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

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