APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Itrans history not moving when part number is changed

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and enter the part number needing updated

4. Select F4. Edit

5. Select the Edit Item button

6. Edit the Part number and select Ok

7. Select No to the prompt that states "Would you like to create a supersession number for XXXXXXXX"

8. Select Yes to the prompt that states "Part number change from XXXXX to XXXXX. Would you like to update all attachments and history?"

9. Select Yes to the prompt that states "Would you like to change all history sold?"

10. Select Yes to the prompt that states "Would you like to change purchase history?"

11. Select Yes to the prompt that states "Would you like to move attached images and electronic documents?"

12. Select Yes to the prompt that states "Would you like to update all inventory transaction history with the new part number?"

    1. Verify all History sold, Purchase History, EDM/Attachments, and Itrans transactions have been moved to the new part number

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_7_editing_inventory_items 

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  ROL report not pulling archive data

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Reports

4. Select L. Transaction Activity Detail

5. Change the Report Type to Activity Report

6. Enter a valid Date Range

7. Change the Date Type to Trans Type

8. Select the Refresh button

   1. Verify all transactions from all Branches is shown in the reports

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Spelling error in feature 3,16 title

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 3,16

   1. Verify in the Title, the word 'Quantity' is spelled correctly

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

• 3,16: Inventory Password Required for Quantity Adjustments

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Spelling error in Feature 1,28 Description

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 1,28

   1. Verify in the Description, the word 'Independently' is spelled correctly

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

• 1,28: Suspend Terminal Server Override Functions

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Error occurring when adding a specific Kit to an order

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

N/A

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

1. Access PTM Vision

2. Load a Branch

3. Select O. Open Orders

4. Select F2. New

5. Enter Customer account info

6. In the Input field, enter a Kit part that contains another Kit part

7. Enter 1 for the quantity

8. Select Ok on the printer prompt

   1. Verify no error occurs and the Kit is added to the order

<<------------*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 

PROBLEM SUMMARY:  Prev Year/Wisetack: need to disable Wisetack in previous years

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

N/A

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

1. Access PTM Vision

2. Select Services

3. Select Switch Years

4. Select Previous Year.  Select Yes if prompted to reindex.

5. Select Services

6. Select Integrations

7. The WiseTack Financing link is locked and cannot be selected

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_1_9_wisetack_financing

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Saying Yes to move sales yes when changing part number is not moving archived sales history

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

N/A

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

1. Access a version of PTM Vision that archive sales when printed and billed

2. Select I. Inventory

3. Select F10. Search and enter the part number needing updated

4. Select F4. Edit

5. Select the Edit Item button

6. Edit the Part number and select Ok

7. Select No to the prompt that states "Would you like to create a supersession number for XXXXXXXX"

8. Select Yes to the prompt that states "Part number change from XXXXX to XXXXX. Would you like to update all attachments and history?"

9. Select Yes to the prompt that states "Would you like to change all history sold?"

10. Select Yes to the prompt that states "Would you like to change purchase history?"

11. Select Yes to the prompt that states "Would you like to move attached images and electronic documents?"

12. Select Yes to the prompt that states "Would you like to update all inventory transaction history with the new part number?"

    1. Verify all History sold has been correctly moved

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

• 10,17: Move Sales to Archives when Printed and Billed

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

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