APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 4,23 not functioning correctly

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 4,23

4. Click the Feature icon and enter a Y

5. Select Ok to save

6. Enter 4,23

7. Click the Feature icon

   1. Verify the feature prompt is shown

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

• 4,23: Set Default Print Receiving Report for Purchase Orders Y/N/Prompt

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

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

APPLICATION: PTM Vision/Customers

PROBLEM SUMMARY:  Feature to set default terms for new customers

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5, 98

4. Set the feature to one of the following values:

   1. If blank, set to C Cash

   2. C Cash

   3. F-Flexible

   4. D-COD, and

   5. R-Receivable

   6. I-Inhouse

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

1. Access PTM Vision

2. Select C. Customers

3. Select F2. New

   1. Verify the Terms are set to one of the following values from Feature 5,98

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

• 5,98: Default Terms for New Customers

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Tax Refund line item pulling incorrect tax percentage

<<-------------------------------------*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, enter TAXREFUND and press enter

6. Enter in a negative Tax Refund Amount

7. Enter Return Order Amount

8. Enter Tax Percentage

9. Select Ok to add the refund item to the order

   1. Verify the Order Total is correct and not doubled

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Feature 5,86 does not contain defaults making it difficult to setup

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5,86

   1. Verify default values are filled in and column choices are now available

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

• 5,86: Customer Field List, Customer Columns List

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

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

APPLICATION: PTM Vision/Purchase Order

PROBLEM SUMMARY:  Log user choice when prompted to update cost in inventory when receiving a PO

<<-------------------------------------*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 and select an Inventory Item

5. Edit the Cost of the Item

6. Select Ok to save

7. Select O. Order

8. Select R. Receive

9. Select F8. Process

10. Select Yes/No/Average on the Cost Update Prompt

11. Once returned to the Purchase Order Main Screen, select H to access History

12. Locate the Inventory that the Cost was updated

    1. Verify a Note has been added to the Purchase Order to indicate the Cost change selected and the User that made the change

<<------------*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/Open Orders

PROBLEM SUMMARY:  Core charge not added to Inventory when added from the Edit Item window of an order

<<-------------------------------------*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, enter a non-inventory part number and press enter

6. Select X to enter part details

7. In the Item Details, enter a Desc, Cost, and Core charge

8. Select Ok to add to order

9. If prompted, select Yes to back order

10. Enter 1 for the Core return

11. Select F4. Edit on the Parent part

12. Enter a Y in the Add to stock field

13. Select Ok on the history prompt

14. Select Ok on the Added to Stock window

15. Select Ok on the Item details window and return to the order

16. Line up on the Core charge and select the Inventory icon

    1. Verify the Core part has been added to inventory

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY:  Tax Refund edit window has 2 decimal accuracy for percentage and confusing tab stop ordering

<<-------------------------------------*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, enter TAXREFUND and press enter

6. Enter in a negative Tax Refund Amount

7. Enter Return Order Amount

8. Enter Tax Percentage

   1. Verify the tax percent field allows 3 digits past the decimal

9. Select Ok to add the refund item to the order

   1. Verify the Order Total is correct and not doubled

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Pay: Recover invalid transaction and refund IDs

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

N/A

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

1. Access PTM Vision 

2. During the start-up, there may be a slight delay while a program attempts to fix Credit Card Transaction and Refund ID's.  

3. To review the results, browse to the Vision root folder and open CHECKTIDS.OFF as a text file.  

4. Close Vision and restart.  The program will not run as long as the CHECKTIDS file is present.

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

N/A

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

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