APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Image not transferring with part number change

<<-------------------------------------*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 Inventory item that has an attached image and edit the Part Number

4. Select Yes to the dialog that states "Would you like to move attached images to the new part number?"

5. Select Yes to the dialog that states "Would you like to create a supersession number for XXXXXX?"

6. Select Yes to the dialog that states "Part number change from XXXXX to XXXXX. Would you like to update all attachments and history?"

   1. Verify the image(s) have been transferred properly to the new part number

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Pay: RID not populating when returns are created with Sales History

<<-------------------------------------*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. Add an Account Number

5. Verify the Terms are Cash

6. Add Parts and Labor to the I-Input section

7. Select Alt F7-Print Bill/Close

8. Select C-Pay by Credit Card

9. Select Yes to the Credit Card fee.  Successful Credit Card transaction message displays

10. Select F2-New

11. Add the same Account Number number from the previous order

12. Verify the Terms are Cash

13. Select Ctrl H-History in the I-Input field

14. Select Yes to limit History to only this Customer

15. Enter the Part Number in the Search for field.  Select OK

16. Select the Order Number to refund the part and select F11-Return

17. Select Alt F7-Print Bill/Close

18. Select C-Pay by Credit Card

19. A successful refund message will display

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Ctrl+Shift+X triggers a partial reindex of whatever table is currently loaded

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select Ctrl+Shift+X

   1. Verify A Reindex is not triggered for the table

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

N/A

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

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

APPLICATION: PTM Vision/Sync Files

PROBLEM SUMMARY:  When a Service is deleted from Vision, we are not removing it from the database

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Labor tab

4. Locate a LAB item currently available on Pluss commerce

5. Select F5. Delete

6. Access Pluss Commerce

7. Select the Services Tab

   1. Verify the Labor Operation is no longer shown

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

• Pluss Commerce

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

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

APPLICATION: PTM Vision/EDM

PROBLEM SUMMARY:  Error occurring when slashes exist in Invoice number

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select F8. Payables

4. Select F4. Edit on an existing payable

5. Add a Slash to the Invoice No. field

6. Select Ok to save

7. Select F7. Print

8. Select J. Electronic Document Module

9. Select F2. New

10. Select any file to attach

    1. Verify no error occurs and the file is saved successfully

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

N/A

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

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