APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Variance not calculated correctly on transaction report

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F7. Print

4. Select R. Report Transactions

5. Enter a date range that would return results

6. Select Ok to generate report

   1. Verify the Variance amount in the Total has been calculated correctly

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Image showing up on next item after the previous item with an image is deleted

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F4. Edit on an item

4. Right-Click on Image pane and add an Image

5. F4. Edit to save

6. Select F5. Delete

7. Select Yes to the next 2 prompts

   1. Verify when we reload the next item, the same image is not showing

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Non-Inventory item do not reprice on orders

<<-------------------------------------*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 a Retail Customer account number

5. In the Input field, enter a non-inventory item

6. Enter in a Description, Qty, and Cost

7. Take note of the pricing

8. Select F8. Amend and change the customer to a Cash customer

9. Select Yes to reprice the order

10. Select F4. Edit on the item

    1. Verify the Parts/Labor are properly repriced

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Mobile Service: Deprecated service files are not removed from the Services folder if Mobile Service is enabled, and Mobile Inventory and Mobile Pay are not

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

N/A

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

1. Access PTM Vision.

2. Select Services/Features.  Enter Mobile in the search box and select Enter.

3. Verify 5,83 is checked and 5,75 and 5,70  are not.  Select OK.

4. Select Mobile/Utilities/Generate Mobile Scripts.

5. Select Yes to Automatically overwrite all scripts and Yes to generate Mobile Service scripts.

6. Verify that the Vision/Services folder contains ORDERPARTS.SERVICE and TIMECLOCK.SERVICE files are present.

7. Reload Vision in the Master build 2.2.267.

8. Note that the below files are removed from the VISION/SERVICES folder ORDERPARTS_XXXXX.service, TIMECLOCK_XXXXX.service.

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

APPLICATION: 

PROBLEM SUMMARY:  Sub-kit not updating Special pricing for Serial numbers

<<-------------------------------------*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. Add stocking engine to an order

7. Use the F12-suborder to create an inhouse ticket to build the engine

8. Build engine and close down inhouse

9. Assign serial number when closing the inhouse and make the special cost match the inhouse total

10. Go back to the sales order the engine is on and assign the the serial number

    1. Verify the special cost has been applied

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

N/A

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

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

APPLICATION: PTM Vision/Year End

PROBLEM SUMMARY:  Need to make sure no VSM (Or Other) Default Line Codes to not get deleted during year end

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

N/A

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

1. U. Utilities

2. K. File Utilities

3. H. End of Year Preparation

4. File Access Code

5. A prompt is shown for the Year End designation

   1. This box should have the 4 digit year corresponding with the beginning date of the year you are closing.

6. Click the Ok button to continue

7. Click Yes when prompted to run the year for /vision/XXXX

8. A prompt is shown; Select the following Options

   1. 1. Backup System: Yes

   2.  Zero Profits on Inventory Items: Yes

   3. Zero Quantity Sold on Inventory Items: Yes

   4. Remove Sold Vehicles from Current Inventory: Yes

   5. Redistribute Data After Year End: Yes

9. Enter a Date to use for Archiving Work Orders and Part Data

   1. Note: This date is taken from QOPTION11

10. Select Ok to accept the selected options and continue the Year end process

11. After the Year End process is completed, a prompt is shown for the new system dates, Click Ok to accept the dates and continue the Year end process

    1. NOTE: The dates are auto-populated; Verify the dates are correct and correspond to the start and end dates of the new year

12. Vision will now re-index the Vision Directory and run Accounting Maintenance.

13. A report window is shown; Select the Door (Exit) Icon to close the report window to complete the Year End Process

    1. Verify a dialog message is shown that states "Year End Process is Complete"

    2. Verify no Default line codes have been removed from the Inventory file

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_1_11_a_year_end_utility 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Backorders from open orders are not holding the GL if tabbing through the 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

9. Tab to the Description fields

   1. Verify the GL field does not go blank or change to a default line code

<<------------*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/Purchase Orders

PROBLEM SUMMARY:  Feature 1,80 not locking down the GL field when editing a PO

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

N/A

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

1. Access PTM Vision

   1. Verify 1,80 is active

2. Select P. Purchase Orders

3. Select F4. Edit on a PO

   1. Verify the GL field is not available to edit

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

• 1,80: Block the ability to change General Ledger on Sales and Purchase

• 2,10: Allow this User to Change General Ledger on PO Records

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

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