APPLICATION: PTM Vision/Query Service

PROBLEM SUMMARY:  PTM Vision/Query Service

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and locate an item with a single quote in the Item Name

4. Select F4. Edit twice

   1. Verify the item is successfully sent without error

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

N/A

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

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

APPLICATION: PTM Vision/Query Service

PROBLEM SUMMARY:  Error occurring in the Interchanges Select query if a single quote exists in an Interchange

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and locate an item with a single quote in an Interchanged part

4. Select F4. Edit twice

   1. Verify the item is successfully sent without error

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay - Credit Card Fees not posting to GL612 as set in Features

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

1. Access PTM Vision 

2. Select Services/Features

3. Enter 10,10 in the Search box, select Enter

4. Verify the GL for Credit Cards is set to a GL Account#  ( 612 ).  Select OK

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

1. Select O-Open Orders and select an Order with a total above 0.00.

2. Change the terms on the order to CASH

3. Select Alt F7-Print Bill/Close

4. Select C-Pay by Credit Card

5. Select Yes to the Credit Card Fee acceptance and Run the Card

6. Success message displays. Select OK

7. Select A-Accounting, H-Accounting Reports, I-Transactions and review the report.  Locate the Order number that was just paid. Notice there is a GL612 listed for Credit Card Fee Income which should match the Fee applied to the Order.

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_2_17_11_credit_card_fee

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Ctrl+R resizes font when screen is maximized

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

N/A

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

1. Access PTM Vision

2. Set font size locked

3. Open any order

4. Maximize screen.

5. Hit "CTRL/R" button on the order screen

   1. Verify the font doesn’t resize

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When the cost of a measured part is changed in purchase orders and received to fill a back order, cost is set incorrectly on the order

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

N/A

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

1. Access PTM Vision

2. Add a part to Inventory

3. Use a cost of $600

4. Use a measure of 300

5. Select O. Open Orders

6. Select F2. New

7. Enter Customer account information

8. Add the measured part to the order

9. When prompted for quantities, answer 1

10. Change BO quantities to 0.5 (150) for the order

11. F11 to load Purchase Orders

12. Order the part

13. Go into receiving mode

14. F4 to edit the part

15. Change the cost to $700

16. Process to receive the part

17. Go back to the order the part was back ordered on

18. F4 to edit the part on the order

    1. Verify the Cost has been properly updated

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

N/A

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

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