APPLICATION: PTM Vision/Vehicle Sales

PROBLEM SUMMARY:  Selling the trade-in is putting it back into inventory

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Vehicle Sales Tab

4. Select F2. New

5. Enter Customer account information

6. Select F6. Options/M. Vehicle Sales

7. Enter a Vehicle from Inventory to sell

8. Enter in a Trade-In Vehicle that is not in inventory

9. Enter a Description and Cost

10. Select F8. Process

11. Exit the order

12. Select F2. New

13. Enter Customer account Information

14. Select F6. Options/M. Vehicle Sales

15. Add the Trade-In vehicle to sell

16. Select F8. Process

17. Select Alt+F7. Print

18. Select I. Inventory

19. Select F10. Search and open the Trade-In Vehicle

    1. Verify the Qty in inventory is 0 since the Vehicle was sold

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/VSM

PROBLEM SUMMARY:  Flooring cost miscalculated

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F6. Options/W. Acquisition report

4. Using the following calculation, verify the Flooring Cost is correct

   1. Acquisition Cost x floor % x number of days aged / 365

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

• Vehicle Sales Module

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=vsm_floor_percentage_per_item 

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  GL not coming over if line code is not entered

<<-------------------------------------*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. Enter FEDEX in the Line Part field

5. Enter a Description and Cost

6. Select the Refer dropdown

7. Select E. Inhouse Part Number

8. In the Line Part field, enter only the part number without the Linecode

9. Select the Search dropdown

10. Select the Inventory item

    1. Verify when returned to the Purchase order, the GL field has been properly populated

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Account Balance in AR is including accounts it shouldn't

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F8. Ar

4. Select F6. Auto-Balance

   1. Verify the account is showing balance correctly

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

N/A

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