APPLICATION: PTM Vision/Accounts Payable

PROBLEM SUMMARY:  Add a feature to hide sensitive AP information

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

1. Access PTM Vision

2. Select Services/Features

   1. Feature 5,90

      1. Set to Active - Removes Sensitive Info from AP

      2. Set to Inactive - Displays Sensitive Info in AP

   2. Feature 1,21

      1. Set to Active - Allows logged in User to view Sensitive Info in AP

      2. Set to Inactive - Defaults to feature 5,90 settings

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

1. Select A. Accounting/B. Accounts Payable

2. Select an AP record using F4. Edit

3. Click into an Amount field

   1. Verify if 5, 90 is Inactive, the sensitive information about the account is shown

   2. Verify if 5,90 is Active, the sensitive information about the account is not shown

   3. Verify if 5,90 is Active and 1,21 is also Active, the sensitive information is shown only for the user who is currently logged into the system

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

• 5,90: Hide Sensitive Account Info when Viewing Accounts Payable Records

• 1,21: Allow User to View Sensitive Account info While Viewing Ap

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Some salespeople are missing from the drop down list in the ROL/Sales by Salesperson report

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales

4. Select L. Transaction Activity Detail

5. Select the Sales by Salesperson report from the dropdown

6. Select the Salesperson dropdown

   1. Verify all Sales people are displayed in the list

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

N/A

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

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

APPLICATION: PTM Vision/Inventory and Purchase Orders

PROBLEM SUMMARY:  Error when searching in inventory/opening PO's

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

   1. Verify no error occurs and search grid is properly displayed

4. Select P. Purchase Orders

5. Select F4. Edit of F2. New

6. Select F10. Search

   1. Verify no error occurs and the search grid is properly displayed

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

N/A

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

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

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