APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  WO advisor reports do not support archive data

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

**If not Archiving Work Order data, no testing is required**

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

1. Access PTM Vision

2. R. Reporting

3. Select F. Order Reports

4. Select B. Report by Date

   1. Enter Date Range

5. Select Ok to continue

6. Select C. Workorder Closed Date

7. P. Preview Report

8. Select O. Salesperson Advisor

9. Select No to the dialog that states "Report by Sales person?"

10. Select Yes to the dialog that states "Include archived history?"

11. Select B. Detail

    1. Verify the report is shown and the data propagated is correct

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

N/A

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

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