APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Use settings from the default line code when creating parts in inventory

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5,96 and activate the feature

4. Select Ok to save

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

1. Select I. Inventory

2. Select F2. New

3. Enter a part number that starts with a line code currently setup in Inventory and press Ok

   1. Verify the following information is copied from the Line Code: Tax, GL, popularity, memo’s and margins

4. Select F4. Edit to save

5. Select P. Purchase Order

6. Select F2. New

7. Enter a part number that starts with a line code currently setup in Inventory, description, Cost, GL, and Vendor

8. Select Ok to create the PO

9. Select O. Order

10. Select R. Receive

11. Select F8. Process

12. Enter any additional details in the Part Information screen and select Ok

13. Select Ok on the Margins window

    1. Verify the margins are set correctly

14. Exit Purchase Orders and access I. Inventory

15. Locate the part just added from the PO

    1. Verify the following information is copied from the Line Code: Tax, GL, popularity, memo’s and margins

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

• 5,96: Copy all default Line Code data to New Part

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Time Card: Add an (optional) page break between each employee reported

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

N/A

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

1. Access PTM Vision 

2. Select File 

3. Select Timeclock

4. Select F10-Setup

5. Select C-Report TimeCards by Date

6. Select Yes to separate each employee by a page break

7. Enter the date selection and select OK

8. The report is created with one employee per page

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PO/EDI Transfer: Transferring COR parts from branch 1 to the main store using the branch transfer vendor does not initially load cost/price on the generated order

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

N/A

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

1. Access PTM Vision

2. Select Services

3. Select Branch Manager

4. Select Branch setup, and select F8 Load Branch-1

5. Select P-POs

6. Select F2-New 

7. Select the down arrow next to Line Part#

8. Enter COR in the search field and select OK

9. Select an inventory or non-inventory part with a negative Qty

10. Update the vendor field to the receiving Vendor code in Main and select Done.  Select OK

11. Highlight the PO and select O-Order.  Select Yes to start a PO

12. Highlight the PO again, and select F7-Print

13. Access the MAIN Vision account to create a transfer PO

14. Order and print receive the PO.  Select A to print the PO.  A message will display advising the PO was sent electronically

15. Load the Main Branch

16. Select the Commerce/Invoices button

17. Select F6-Process to import the PO that was ordered from Branch-1.

18. The order will display as Ordeno (P1-PO#) in the Sales Order screen

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Reports: Missing Measure on R-A-Z-P report

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

N/A

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

1. Access Ptm Vision 

2. Select R-Reports

3. Select A-Inventory

4. Select Z-Part No Inf

5. Select P-Preview Report

6. The Report is created with the Unit of Measurement displayed to the far right

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:   Inventory: Itrans qty incorrect for Inhouse items

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

N/A

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

1. Access Ptm Vision 

2. Select I-Inventory

3. Select F10 Search

4. Enter Part# GSA1100080 and select enter

5. Select the QTY button to display the Inventory Transaction Report

6. The Net qty displays the correct transactions

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:   Inventory: Itrans qty incorrect for Inhouse items

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

N/A

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

1. Access Ptm Vision 

2. Select I-Inventory

3. Select F10 Search

4. Enter Part# GSA1100080 and select enter

5. Select the QTY button to display the Inventory Transaction Report

6. The Net qty displays the correct transactions

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Mobile App: Potential issue with labor totals not matching work order totals.

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

N/A

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

1. Access the Mobile Service Application

2. Login

3. Create a new ticket

4. Convert it to a work order

5. Select Labor operation from the Service dropdown box 

6. Click save for the labor operation

7. Click save for the work order

8. Go back into the work order

9. Click Start to track time for ~30 seconds

10. Click save for the work order

11. Go back into the work order

12. Check the Labor Total, it should match the price on Vision when imported

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_0_mobile_services