APPLICATION: PTM Vision/Open Orders/Profit Report

PROBLEM SUMMARY:  Profit report not calculating some orders correctly when adding in Direct labor cost

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Right-Click on the Customer Name column and enter a name

4. Right-Click on the Date column, press the esc key and enter a date range

5. Select Yes to add the filter

6. Select F7. Print/K. Profit Report

7. Select Yes to report the Direct Labor Cost

8. Select Yes to the freight prompt

   1. Verify the Profit on the report is calculated correctly

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Feature 3,25 causing issues with back orders duplicating on orders

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

N/A

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

1. Access PTM Vision

   1. Verify feature 3,25 and 3,57 are active

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account info

6. In the Input field, enter a non-inventory part that was previously sold to another customer

7. Select X to add the non-inven item

8. Select Yes to the prompt that states "This part was found in the sales history for another customer. Would you like to retrieve last pricing?"

9. In the Item Details, enter a BO Qty of 1

10. Enter valid Vendor and select Ok

11. Select Ok to add to order

12. In the Input field, enter a non-inventory part that was previously sold to another customer

13. Select X to add the non-inven item

14. Select Yes to the prompt that states "This part was found in the sales history for another customer. Would you like to retrieve last pricing?"

15. In the Item Details, enter a BO Qty of 1

16. Enter valid Vendor and select Ok

17. Select Ok to add to order

18. Select F11. PO

19. Select O on each part

20. Select R on each part

21. Select F8. Process

22. Select Ok to exist PO's and return to the order

    1. Verify the back orders have been correctly fulfilled and have not been duplicated

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

• 3,25: Auto Search Part History at Point of Sale

• 3,57: Search All Accounts on Auto History Search

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When an item with a WAR line code is added to an order and a cost is set on the FET fee template, we are pulling the fee's and should not be

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Fee's button

4. Select F6. Templates

5. Select F4. Edit on the FET* line code

6. Add a Cost to the Fee template and select Ok

7. Select O. Open Orders

8. Select F2. New

9. Enter Customer Account information

10. In the Input field, enter WAR

11. Select X to enter Item details

12. Select Ok to add to order

    1. Verify no Fee's are 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=3_8_warranty_options 

APPLICATION: PTM Vision/Remote Branch Sync Utility

PROBLEM SUMMARY:   Add password protection for the Remote Branch Sync utility

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5,90

4. Add a Password and select Ok

5. Select Services/Plussnet Options/Refresh Remote Branches

   1. Verify the password prompt is shown

6. Enter the Password

   1. Verify the Utility can be started

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

• 5,90: Password for Remote Branch Sync

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:   Override discount field has a decimal and can no longer take text

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F9. More

   1. Verify the Override Discount field allows A/P/L to be entered

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

N/A

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

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

APPLICATION: PTM Vision/Remote Branch Sync

PROBLEM SUMMARY:  Add ability to manually sync invoices, payments, and payables from remote branches to the main branch

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

N/A

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

1. Access PTM Vision

2. Select Services/Plussnet Options/Refresh Remote Branches

3. Select Yes to the dialog message that states " WARNING: Running this utility during active business hours is not recommended! Bulk syncronizing records may take a long time and impact Vision performance while processing occurs. Are you sure you would like to continue?"

4. Select Payables/Invoices checkboxes and select Ok

5. Enter Date for Payables and Invoice and select Ok

6. Select Yes to the dialog that states "Are you sure you would like to continue?"

   1. Verify a dialog message is shown that states the number of Customers and Vendors being sent

7. Select Ok and restart Vision

   1. Verify the other branch receives the transactions

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

N/A

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

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