APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Non-Inventory parts added to orders pulling pricing from default line code if a price matrix is setup for the line code

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

1. Access PTM Vision

2. Select C. Customer

3. Select F11. Price Matrix

4. Select F2. New and add a matrix for a line code that has a default setup in Inventory

5. Enter (Linecode used above)/C/25

6. Select Ok to add

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

1. Select O. Open Orders

2. Select F2. New

3. Enter the Customer that was setup with the price matrix

4. In the Input field, enter a non-inventory item using the AUR line code

5. Select X to enter Item details

   1. Verify the Selling Price and List Price fields have not been filled in

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When receiving a PO and you create a payable, if your on COGS system and  you have the inventory item setup to revenue GL, it posts payable to cost instead of asset

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Select F10. Search

5. Select an Inventory item whose GL is set to a Revenue account instead of a Asset account

6. Select Ok to add the PO

7. Select O to Order

8. Select R to Receive

9. Select F8. Process

10. Exit PO's

11. Select A. Accounting/B. Accounts Payables

12. Locate the Payable created by the PO

    1. Verify the Payable was correctly sent to the Asset GL and not the Revenue GL

<<------------*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 

APPLICATION: PTM Vision/Shop Time Manager

PROBLEM SUMMARY:  Error occurs when using the utility to re-index current time data

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

N/A

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

1. Access PTM Vision

2. Select File/Shop Time Manager

3. Select Admin

4. Select Data Utility/Index

5. Select A. Remove Old Time Data

6. Enter a Data Range and select Ok

   1. Verify no errors occur and the utility is successfully ran

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Customer File/ROA: Improve user experience when making payments to customer accounts

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

N/A

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

1. Access PTM Vision 

2. Select C-Customer

3. Select F10-Search and enter an Account Number.  Select Done.

4. Select F12-Credit and OK to confirm the Account Number

5. Select F6-CCard or leave blank

6. Select the Payment by Credit Card checkbox.  CC# will autofill in the Check/Memo field

7. Enter the Amount of Credit for payment.  Select OK.

8. Select F8-Process and Yes to Build a Credit Record

9. Select Yes to process through Credit Merchant Account

10. Complete the Credit Card transaction

11. The AR Rec and Dep screens will display the Payment was processed as a Credit Card Transaction 

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY:  Printing a PO from history causes an error to occur

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select H to access PO History

4. Right-click the PO# column and enter a PO number that exists in history

5. Select F7. Print/A. Print Current PO

   1. Verify no error occurs and the PO is displayed for printing

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

N/A

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

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

APPLICATION: PTM Vision/Scheduling

PROBLEM SUMMARY:  Change date range on tech print out

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

N/A

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

1. Access PTM Vision

2. Select S. Scheduling

3. Select F7. Print/A. Print by Tech

4. Select a Tech from the list

   1. Verify the Date Range prompt is today's date to a month from today's date

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

N/A

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

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

APPLICATION: PTM Vision/Startup

PROBLEM SUMMARY:  Error occurs if a Vision user does not already exist

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

N/A

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

1. Access PTM Vision on a copy that has never been logged into

   1. Verify no error occurs and the Username prompt is shown

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Misalignment on work order after receiving a back order PO

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

N/A

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

1. Access PTM Vision

2. Select O. Open Order

3. Select F2. New

4. Enter Customer account information

5. In the Input field, enter an inventory item with no inventory in stock

6. Select Yes to back order the item

7. Select F11. PO

8. Select O. Order

9. Select R. Receive

10. Select F8. Process

11. Close the Purchase Orders window and return to the order

    1. Verify the correct order is shown and the back order has been properly filled

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  PO Referenced to Mobile orders not prompting to add to order if adding from the PO screen

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab and line up on an existing Mobile work order

4. Select F11. PO

5. Select F2. New

6. Enter Inventory item info

   1. Verify the Refer field is set to the Mobile Order number

7. Select Ok to create PO

   1. Verify that a prompt is shown that states "Would you like to add to order XXXXXX?"

8. Select Yes to the prompt

9. Return to the order

   1. Verify the back ordered part has been properly added to an order

<<------------*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