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Summary release notes for 2.1.1118
released on 8/15/2019
Bug 15895: PTM Vision: Users were experiencing Performance Issues within the Software after updating to 2.1.1114
Product Backlog Item 11925: Product Backlog Item 11925 - Serial #: Add ability to select serial #'s when converting items from an estimate to a Work Order
DESCRIPTION:
PTM Vision: Users were experiencing Performance Issues within the Software after updating to 2.1.1114
APPLICATION: PTM Vision
PROBLEM SUMMARY: PTM Vision: Users were experiencing Performance Issues within the Software after updating to 2.1.1114
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
****This version fixes performance issues seen by users after updating to Ver. 2.1.1114 of PTM Vision. Verify PTM Vision functionality is active and no performance issues are seen within the program****
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome
DESCRIPTION:
Product Backlog Item 11925 - Serial #: Add ability to select serial #'s when converting items from an estimate to a Work Order
APPLICATION: PTM Vision/Open Orders/Estimates
PROBLEM SUMMARY: Add ability to select serial #'s when converting items from an estimate to a Work Order
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Must have an Inventory item created with the Serial # Memo and Serial Numbers in Inventory for testing; If not using Serial Numbers, no testing is required**
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select O. Open Orders (Shift + F1)
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Select the Estimates tab
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Select F2. New Order
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Enter Customer account number
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In the Input field, enter an Inventory item with a Serial Number memo
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Exit the Estimate
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Select F6. Options
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Select C. Convert
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Select Ok to the Convert details dialog
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Note: Any of the various options are available to be edited; for this test, the defaulted values are sufficient
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If prompted, select No to the dialog that states "Would you like to back order all low quantity items?"
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Verify the Select Serial Numbers popup is now shown
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Select F8. Tag on a Serial Number
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Multiple Serial numbers can be added if needed
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Select Ok to exit the Serial Number popup
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Verify the Work order is shown
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Verify all Parts/Labor have been moved properly
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Select F4. Edit on the Serial number part
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Verify the Serial Number selected is shown in the Notes section
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
