APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Time clock is allowing a tech to log in to an On Hold job

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

• Must be using the Time Clock Module to Login to Jobs on Workorders; Otherwise, no testing is required

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

1. Access PTM Vision

2. Select File/Time Clock

   1. Or, Access Time Clock through Time Clock Icon, if setup.

3. Select a Tech from the list

4. Select the WO# tab and select a Work order

5. Click on the Folder icon to login to a Job

6. Select Yes to the dialog message that states "WORKORDER: XXXX  LABOR DESCRIPTION: Complaint: Cause: Correction: Would you like tech X to log in?"

7. Once logged into a Job, select the Log out button

8. Once the Log out screen is shown, select the Hold button

9. Select the Close/Save button to Logout and return to the login screen

10. Select the WO# tab

11. Line up on the same Job previously logged in to

    1. Verify the Status field shows an H, signifying the order is On Hold.

12. Select the Folder icon to try and log in to the On Hold Job

    1. Verify a dialog message is shown that states "This operation is already marked as On-Hold. Please select another operation to log in to."

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

• Time Clock Module: Please contact Pluss Customer Support for more information

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

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

APPLICATION: PTM Vision/Branch

PROBLEM SUMMARY:  Fees data not included in Branch Data mover or when a Branch is created

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

**No testing is required unless creating a new Branch; Only follow the steps below if a new branch needs to be created

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

1. Access PTM Vision

2. Select Services/Branch Manager/Branch Setup

3. Select F2. New

4. Select Yes to the dialog message that states “Are you sure that you would like to create a new branch?”

5. Enter in a Store name and Branch letter

6. Select Yes to the dialog message that asks “Copy default files to directory?”

7. In the Company heading change popup, enter in a Branch company name, and verify both of the following boxes are checked:

   1. Use Main Branch Setup/Utility

   2. Include Main Branch Inventory

8. Select the Ok button to create the Branch

9. Select Yes to the dialog message that states “Yes: Keep seperate orders; No: Consolidate Orders”

10. When the Branch Mover Utility is shown, change the branch number to the newly created branch number

11. On the Tables Available side of the popup, select the Fees Table from the list and use the arrow to move it over to the Tables in Branch side.

12. Select A. Install Complete Data

13. Select Close to create the Branch

14. Line up on the newly created branch, and select F8. Load branch

15. Access I. Inventory

16. Locate a part with a Fee

17. Select the Fees button

    1. Verify the Fee has been moved with the correct details attached.

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

• Branching

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Customer: When changing the Tax area of a Customer, the % does not update until you enter the Ctrl+t area

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

**Need to have different Tax area’s created with different Tax percentages.

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

1. Access PTM Vision.

2. Select C. Customer file.

3. Select F10. Search and locate a customer to use for testing

4. Select F4. Edit.

5. Select the Tax area dropdown, and select a different Tax area (preferably with a tax area with a different tax percentage).

   1. Verify the Tax % field changed to the correct Tax percentage for the selected Tax area when the Tax area was changed.

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

N/A

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

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

APPLICATION: PTM Vision/Aurora Integration

PROBLEM SUMMARY:  When dealer code is incorrect, PTM Vision should alert the user that the dealer+user+pass combination is incorrect

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

**Testing is only required if using the Aurora Integration; no changes to program functionality have been made.

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

1. Access PTM Vision

2. Select the Aurora icon

   1. Verify the Aurora website is shown

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

• Aurora Integration: Please Contact Pluss Customer Support for more information

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

N/A

APPLICATION:  PTM Vision/Accounting/Payroll 

 PROBLEM SUMMARY:  Update the 940 Tax Forms for the year.

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

**NOTE: If not using Vision Payroll, no testing is required.

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

1. Access PTM Vision

2. Select A. Accounting

3. Select G. Payroll System

4. Select C. Report Payroll

5. Select L. Report FUTA SUTA Exempt/Over & 940

6. In the popup, remove the 0 from the Enter Quarter field.

7. Select the 940 Annual Checkbox and select Ok

8. Do not make any changes to the next popup and select Ok to continue.

9. Select Ok on the Amount popup

   1. No need to enter amounts for this test

10. Select Ok on the Overpayment/Liability popup

    1. No need to enter amounts for this test

11. Select A. Report Page 1

    1. Verify the Dates on the form correspond to the correct tax year

12. Exit the Page 1 report

13. Select B. Report Page 2

    1. Verify the Dates on the form correspond to the correct tax year

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

N/A

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

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