APPLICATION: PTM Vision 

PROBLEM SUMMARY:  ECM: Add the ability to include invoice numbers in email subject lines

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

N/A 

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select an Order and open

4. Select F7-Print and B. View/Print Copy

5. Select the Mail button on the Report Previce window

6. The Order Number displays in the Subject field of the Email

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

N/A 

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Reporting: Add Hourly Sales Reporting

<<-------------------------------------*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 dropdown to the new Hourly Sales.

6. Update the Summary from No to Yes, if necessary.

7. Update the Date Range, if necessary.

8. Update the from Time and To Time, if necessary.  

9. Select Refresh to update the report results. 

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Back ordered item's GL is not getting set at times unless you tab through the PO fields

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

N/A

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

1. Access PTM Vision

2. Select O. Open 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. Back order the item

7. Select F11. PO

8. Select F4. Edit

   1. Verify the GL field has been set and the field is not blank

<<------------*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/Reporting/Budget

PROBLEM SUMMARY:  Months other than current cannot be chosen

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting

3. Select H. Accounting Reports

4. Select D. Budget Reporting

5. Select A. Select Month

6. Enter a number to indicate a Month and select Ok

7. Select A. Select Month

8. Enter a number to indicate a Month and select Ok

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Reporting/Budget

PROBLEM SUMMARY:  When a month is specified and a monthly report is chosen, we do not use monthly budget values

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting

3. Select H. Accounting Reports

4. Select D. Budget Reporting

5. Select A. Select Month

6. Enter a number to indicate a Month and select Ok

7. Select D. Select Mth-Budget-Average-Lstyr

8. Select V. View Report

   1. Verify the correct Monthly Budget report 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=d__budget_reporting 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Sublet not getting set to the proper GL in AP

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New

4. Enter Customer account information

5. In the Input field, input an S and press enter

6. Enter in Sublet details and select Ok

7. Back order the part

8. Select F11. PO

9. Select F4. Edit and verify the GL is set to the Sublet default GL

10. Select Okay to exit the po

11. Select O/R/F8. Process

12. Exit PO's and open orders

13. Select V. Vendors and open the vendor used on the PO

14. Select F8. AP

15. Open the Payable that was just created

    1. Verify the GL is set to the correct Sublet Cost GL

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

N/A

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

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