APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  ROA report issue when a single part and single labor operation are on an order

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

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter an inventory item with qty in stock

7. In the Input field, enter an on the fly labor operation

8. Add 10 hours to the Labor operation

9. Close the order

10. Select R. Reporting/O. Sales Journal Reports/A. Sales Analysis by Sales Person/Customer

11. Select Ok on the Option menu

12. Select Salesperson from the dropdown

13. Enter the date the invoice was closed and select Ok

14. Locate the lines

    1. Verify the Labor Operation has the correct Cost

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/Password Manager

PROBLEM SUMMARY:  Can no longer access System Setup if K is set in the Omit 9

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/I. Password Protection

3. Select the Setup button

4. Enter a K in the Omit9 field of a User

5. Select F8. Save

6. Select Ok to exit

7. Select File/User Login

8. Enter the Password for the user setup with K in the Omit9

9. Select U. Utilities

   1. Veriy K menu option is not shown

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=password_protection1 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  After a Noninventory part with a core charge is back ordered, we do not prompt to Add to stock/Place on Return PO

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

N/A

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

1. Access PTM Vision

   1. Verify feature 2,2 is set to Y

2. Select O. Open Orders

3. Select F2. New

4. Enter Customer account information

5. In the Input field, enter a Noninventory part number

6. Press X to access item details

7. Enter a Desc, Cost, and Core charge

8. Select Ok

9. Enter 1 for core return

10. Select Yes to back order prompt

11. Select F11. PO

12. O/R/F8. Process the PO

13. Exit PO's and return to the order

14. Select F5. Delete on the Parent part

    1. Verify a menu is shown with the following options: Add to Inventory, Add to Return PO, and Exit

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

N/A

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

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

APPLICATION: PTM Vision/Branching

PROBLEM SUMMARY:  When using the Branch hotkey to return to the Main store, the UI does not change back to the Main colors

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

N/A

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

1. Access PTM Vision

2. Select Services/Branch Manager/Branch Setup

3. Select F8. Load Branch

4. Select Ctrl+Backspace

   1. Verify the Vision Toolbar returns to the Main Stores UI specific color

   2. Verify the Store Name is returned to the Main Stores Name

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

N/A

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

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