APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When selecting the Setup button (Categories) and the escape button is used twice, we are leaving the Category drop down at the top of the screen

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Setup button located directly above the Category dropdown

4. Select the Esc key on the keyboard

   1. Verify the Inventory window is closed

5. Select the Ok button on the Category window

   1. Verify the Inventory window is shown again and no error occurs

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=6_4_7_inventory_category_setup_and_reporting

APPLICATION: PTM Vision/Inventory/Multi-Store Inventory

PROBLEM SUMMARY:  When a Truck inven is manually edited, the journal adjustment is being made in the main inven and not the store inven

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

***Testing only required if using the Multi-Store functionality in Vision***

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Enter a Part number that exists in a Truck inventory

5. Select F.12 Stores

6. Line up on a Truck inventory and select F12. Select

7. Select the PgDn button a couple times in order to line up on a different Inventory part than initially searched

8. Select F4. Edit

9. Edit the Quantity

10. Enter the Offsetting G/L

11. Select F4. Edit

12. Exit the Inventory file

13. Select A. Accounting

14. Select E. Adjustment journal

15. Locate the adjustment entry for the change to the inventory parts quantity

    1. Verify the Adjustment has been created for the correct Inventory item

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

• Multi-Store Inventory: Please Contact Pluss Technical Support for more Information

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  RAD Low Margin report pulling all parts not just parts with the specified low margin

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select A. Inventory

4. Select W. Price @ Margin Report

5. Select O. Options

6. Select T. Report Low Margin

7. Select C. Low Margin Retail

8. Select Ok to accept the Default Margin Amount entered

9. Select P. Preview

   1. Verify the Margins shown are correct and apply to the Margin selected in step 7

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Work Orders

PROBLEM SUMMARY:  Using the CTRL+H to distribute billed hours when there are no tech logins is zeroing the billed hours

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

N/A

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

1. Access Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Labor operation

   1. Note: This can be a Pre-built Labor operation or an On-the-fly Labor operation

7. Added Hours to the Labor operation but do not assign a tech to the hours

8. Select F4. Edit on the Labor operation

9. Select Ctrl+H. 0 Tech

   1. Verify the Billed hours are unchanged and the Total remains the same

10. Select Ok to exit the Labor operation

    1. Verify the Billed hours are unchanged and the Total has remained the same

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When a Part with a Core charge is added to an Estimate and then deleted, we are not removing the Core charge from the Totals (Display issue)

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New

5. Enter Customer account number

6. In the Input field, enter a Part number with a Core charge

7. Enter 0 for the Core Return Qty

8. Line up on the part and select Ctrl+F5 to delete

9. Select Yes to the Dialog that states "Are you sure you want to remove part XXXX?"

   1. Verify the Core Qty is changed to 0 and the Core cost displayed on the bottom of the Order has been set back to $0

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

• 10,27: Always Show Core Returns on Orders

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Ctrl+X/Ctrl+F2 and Ctrl+X/Alt+F2 allows a user to delete parts from Closed orders and it should not

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

N/A

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

***Using Ctrl+X/Ctrl+F2***

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work Orders tab

4. Select F8. WO# and enter a Closed WO#

   1. Note: Closed order must contain parts for testing purposes

5. Once the Closed order is opened, line up on a part and select Ctrl+X

6. Select Ctrl+F2

7. Select Work Order from the displayed list

8. Select Yes to the dialog that states "Would you like to only move marked items?"

   1. Verify the marked items are moved to the new work order

   2. Verify the marked items have not been removed from the closed order

***Using Ctrl+X/Alt+F2***

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select the Work Orders tab

4. Select F8. WO# and enter a Closed WO#

   1. Note: Closed order must contain parts for testing purposes

5. Once the Closed order is opened, line up on a part and select Ctrl+X

6. Select Alt+F2

7. Enter an Open Work Order number , check the Remove items box and select Ok

   1. Verify a dialog is displayed that states "This is a closed order and parts cannot be removed. Please uncheck the Remove items Box"

8. Select Ok and uncheck the Remove items checkmark

   1. Verify the marked items are moved to the new order

   2. Verify the marked items have not been removed from the closed order

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Ctrl+X/Alt+F2 to copy items from a closed order to an existing open order is keeping the Date and Sold Date from the original sale

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders (Shift + F1)

3. Select F8. WO#

4. Enter a Closed Work Order number that contains parts

5. Select Ok to open the order

6. Line up on a part and select Ctrl+F2

7. Select Alt+F2

8. In the Move Marked popup, enter an Order type and an open order number, but do not select the Remove items checkbox

9. Select Ok

10. Select Yes to the dialog that states "Would you like to view Order#XXXX?"

    1. Verify the order is shown

    2. Verify the part(s) that were marked to move have been moved to the new order

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

N/A

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

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