APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Declined labor does not zero out the billed hours

<<-------------------------------------*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. In the Input field, enter a Labor operation and assign some hours

7. In the Input field, add some Inventory items

8. Select F6. Options/K. Parts Features/Ctrl+D. Discounts/Decline

9. Select Yes to 0 items attached to the labor operation

   1. Verify the Labor hours are set to 0

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Part returns increasing qty without the part being actually returned yet

<<-------------------------------------*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. Select Ctrl+H

6. Select Yes to limit to the customer on the order

7. Select F11. Return on a inventory item

8. Select I. Inventory

   1. Verify the qty available has not been updated with the Return qty on the order

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

• 7,44: Do not include Returns in available qty until they are processed

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Accounting: Customer Statements - Increase the field length due to CK#_ takes up 4 of the 10 characters and cuts off the last digits of the check

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

1. Access PTM Vision 

2. Select Services/Features or enter (U,J,Q)

3. Enter 7,45 in the Search box and select Enter

4. Select the checkbox to activate the feature.  Select OK

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

1. Select C-Customers and F10-Search

2. Enter the Account number or Name and select Done to search

3. Select P-Print

4. Select C-Customer Statements

5. Select A-Automatically print all statements

6. Select F8-Process.  All statements are printed with full check details

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Branching

PROBLEM SUMMARY:  Tax Code not coming across correctly for shared customer file and branching

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

N/A

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

1. Access PTM Vision

2. Select Services/Branch Setup and load a Branch

3. Select O. Open Orders

4. Select the Work Orders Tab

5. Enter a Customer setup with TAX-1 and Ship-To address setup with a Tax Area of TAX-0

6. Select Ctrl+T

   1. Verify the Tax on the order is set to the tax area of TAX-0 and not the Branch default TAX-1

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

• 7,42: Default to system tax code rather than the Branch specific Tax code

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

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

APPLICATION: PTM Vision/Accounts Receivable

PROBLEM SUMMARY:  If a deposit is applied to an order and the order is then closed using cash, we are showing it as Received and not Paid

<<-------------------------------------*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 couple parts/labor

6. Select F6. Options/Create Deposit

7. Add a Cash/Check deposit 

8. Select F6. Options/Create Deposit

9. Add a second Cash/Check deposit 

10. Select Alt+F7. Print Bill and Close the order as a Cash sale

11. Access the Customer in the Customer file

12. Select F8. Ar

13. Select the Rec tab

    1. Verify only the Deposit is shown

14. Select the Paid tab

    1. Verify the Order has been marked as Paid

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

• 7,43: Mark Closed Orders with Deposits as Paid

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

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

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Integration

PROBLEM SUMMARY:  Syntax error occurs when a single quote is at the end

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

***Testing only required if using Quickbooks Desktop Integration; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Enter Customer account info

5. In the Input field, enter a non-inventory part # with a single quote at the end

   1. i.e BOBSPART’

6. Press enter and then X to access Item details

7. Add Desc, qty, and cost

8. Select Ok

9. Do not back order

10. Alt+F7. Print bill and close

11. Allow Invoice to sync to QB

    1. Verify no error occurs and the invoice and inventory item are synced successfully

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

• Quickbooks Desktop Integration: Please contact Pluss Software for more information

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Purchase Order - Adding Freight causes misalignment on PO and Order screens

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select the Sales Order Tab

4. Select F2-New

5. Enter an Account# 

6. Enter a part with a zero quantity

7. Select Yes to drop ship and Yes to Bill Backorders on the Dropship

8. Select F11-PO and select F12-Freght.  

9. Select FRTOUTGOING with an Incoming Cost of $100.00 and a Quoted Freight of $100.00.  Select OK

10. Select R-Receive and F8 to enter Receiving Mode and process all items

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Orders: Changes made while amending orders are not saved to order.log if amend mode is not exited

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select the Sales Order Tab

4. Select an Open Sales Order

5. Select F8-Amend 

6. Select the Category field and choose a different selection

7. Select the red X in the top right corner of the window to close

8. Reopen the order and select Options/B-Utilities/V-View Orderlog.  The Sales Order is displayed on the Order.log report.

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

N/A

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

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