APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  RLE Report not reporting on Archives

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

***Must have Archived Work/Sales Orders with Labor to test this report; if Archiving is not used, no testing is required***

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

1. Access PTM Vision

2. Select R. Reporting

3. Select L. Mechanic Hours

4. Select E. Productivity Idle

5. Select Y for the Closed Dates

6. Select Ok to continue

7. Enter a date range to report on and select Ok to continue

   1. Verify the report is shown

   2. Verify the report displays Work Orders from the Archives

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

• 10,17: Move Sales to Archived When Printed and Billed

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

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

APPLICATION: PTM Vision/Inventory/Catalog

PROBLEM SUMMARY:  Selecting a part doesn't work correctly and causes an error

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

***Important: If using EDM for Image storage for Images, no testing is required; If using the Catalog for images, testing required!***

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

1. Access PTM Vision

2. I. Inventory

3. Right-click on the empty Image section of an Inventory item and select Add image

4. Select an Image from the File chooser

5. Select the Catalog button

6. Right-Click on the second column on the right hand side of the editor to enable editing

7. Double-Click in the Description field

8. Double-Click in the Part field

   1. Verify the Part search is shown and no error occurs

9. Select a Part

10. Select Close

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

• 3,85: Enable Catalog in Inventory

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

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

APPLICATION: PTM Vision/Inventory/Price Imports

PROBLEM SUMMARY:  Update Vendor code in price updates

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F6. Options

4. Select Import Options

5. Select Import to Price Files

6. Select the Price file to import from the File chooser window

7. Enter COL1 in the Part Number field

8. In the next dialog popup, enter a Vendor Code and a Linecode, if needed

9. Select Ok to save

10. Continue to setup the columns as needed

11. Select F8. Import

12. Once the Import has completed, select F6. Options

13. Select Menu Options

14. Select G. Upd Inven Pricing with Prices Pricing & Update Kits/Special / Average

15. Select A. Update Inventory Pricing

16. Once the Options popup is shown, select the Update Vendor code checkbox and select Ok

17. Do not change any information on the next dialog and select Ok to continue

18. Once returned to Inventory, select F10. Search

    1. Verify any parts in Inventory that matched the Price file changes have had the Vendor updated appropriately

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When creating an Estimate, add a prompt for order type (WO/SO) to emulate for pricing

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

1. Access PTM Vision

2. Select C. Customer File

3. Select a Customer using F10. Search

4. Select F4. Edit and set the Acct Type to F and the WO Type to W

5. Select F4. Edit to save

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

1. Access PTM Vision

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

3. Select the Estimates tab

4. Select F2. New Order

5. Select the Order Type:

   1. A. Work Order = Uses Customer file setting from the WO Type field

      1. Verify if A. Work Order is selected, the Terms are set to the Customers settings from the WO Type in the Customer file

   2. B. Sales Order = Uses Customer file setting from the Acct Type field

      1. Verify if B. Sales Order is selected, the Terms are set to the Customers settings from the Acct Type in the Customer file

   3. X. Esc Exit = Does not set an Order Type; Defaulted to EST

      1. Verify if X. Esc Exit is selected, the Terms are set to EST

6. Enter Customer account number

7. In the Input field, enter an Inventory part

   1. Verify the pricing is correct depending on the Type set on the Estimate

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

N/A

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

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

APPLICATION: PTM Vision/Customer File and Open Orders

PROBLEM SUMMARY:  Update Tax on Orders tool not working to update Open orders tax areas; error occurring at times when trying to access Open orders after running the tool

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

N/A

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

1. Access PTM Vision

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

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter an Inventory part with quantity in stock

6. Select Ctrl+T to verify the Tax area currently on the order

7. Exit the Order

8. Select C. Customer File

9. F10. Search and locate the Customer used to create the order

10. Select F4. Edit

11. Select Ctrl+T. Tax Area

12. Select F4. Edit

13. Change the Tax percentage

14. Select F8. UpD-Order

15. Select Yes to the dialog that states "Would you like to update all Open Orders with TaxArea with %XX?"

16. Select F4. Edit to save the change

17. Select Ok to exit the Tax Area window

18. Select F4. Edit on the Customer file

19. Exit the Customer file

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

21. Open the order from step 2

    1. Verify the Tax Percentage has been updated and the totals have been updated to reflect the change to the tax percentage

<<------------*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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When using Ctrl+X/Alt+F2 to move a part with a core to a new order, we are not taking the Core part/Return with the Parent part unless each line is marked with Ctrl+X

<<-------------------------------------*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 Order

5. Enter Customer account number

6. In the Input field, enter an Inventory Part with a Core

7. Enter a Quantity of 1 for the Core return

8. Line up on the Inventory part and select Ctrl+X

   1. Verify the Inventory part, the Core Charge, and the Core Return line have all been marked

9. Select Alt+F2

10. Enter in the Order number and select the Remove items checkbox

11. Select Ok to move the items to the new order

12. Select Ok to view the order

    1. Verify the Inventory part, Core Charge, and Core Return part have all 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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using Ctrl+F2 (Reorder to New Order) to create a new order with existing parts and a back order existed, we are not creating a new PO for the newly created order

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

N/A

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

1. Access PTM Vision

2. Select the Sales Order tab

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter a stocking part with no quantity in stock

6. Select Yes to create a back order when prompted

7. Select Ctrl+F2 on the Back ordered part

8. Select Sales order from the Convert to New Order menu

   1. Verify when the new order is shown, there is a BO qty of 1

   2. Verify a new Purchase order has been created for the new order

   3. Verify the original Purchase order for the original order is still intact

<<------------*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/Time Clock

PROBLEM SUMMARY:  If a Part with a Job# of 0 exists on a Work order and then a Labor op is added to the WO from Time Clock, we are allowing the user the ability to log time to a Part

<<-------------------------------------*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 Order

5. Enter Customer account number

6. In the Input field, enter a Stocking part

7. Exit the Work Order

8. Select F2. New Order

9. Enter Customer account number

10. In the Input field, enter a Stocking part

    1. Notice a Job# of 0 has been assigned

11. Exit the Work Order

12. Select File/Time Clock

13. Select a Tech

14. Select the Work order just created

15. Select the New Labor button

16. Select Yes to the dialog that states "Do you want to select from existing labor codes?"

17. Leave the field blank and select the Search button

18. Line up on a LAB code and select the Add button

19. Exit the Work order to return to the Time clock screen

    1. Verify the Part is not shown with the list of LOP's

20. Select the View Shop Copy Button

21. Exit the Shop Copy view

    1. Verify the Part is not shown with the list of LOP's

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

• Time Clock Module: Please contact Pluss Corporation Sales Department for more Information

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When adding a Non-Inventory part to an Estimate and that Part is found in Sales History, if you say No to use previous pricing, add a Core charge, the core does not get placed on the Estimate

<<-------------------------------------*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 Non-inventory part with NO core that has been previously sold to another customer

7. Press X to create the part

8. Select No to the prompt that states "This part was found in the sales history for another customer, would you like to retrieve last pricing?"

9. Once the Item details are shown, enter a qty, cost, and a core charge

10. Select Ok to add

    1. Verify a Core return prompt is shown

11. Enter a Qty of 1 in the Core return prompt

    1. Verify both a COR part and a Core return have been added to the Estimate

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Cannot copy items from an Archived Work Order to an Existing open order

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

***Must have Archived Work/Sales Orders to test this item; if Archiving is not used, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F8. WO# and enter an archived order number

5. Once the Closed Archived Work order is shown, line up on a Part and select Ctrl+X

6. Select Alt+F2

7. Enter an Order type, an Order number, and select Ok

   1. Note: Items cannot be removed from Closed/Archived orders; if the Remove items checkbox is selected, the process cannot be continued

8. Select Yes to the dialog message that states "Would you like to view XXXX?”

   1. Verify the Order is shown and the correct parts have been successfully moved to the new order

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

• 10,17: Move Sales to Archived When Printed and Billed

<<----------------------------*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/Estimates

PROBLEM SUMMARY:  WOs converted from an Estimate should copy the Estimates terms over

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

1. Access PTM Vision

2. Select C. Customer File

3. Select a Customer using F10. Search

4. Select F4. Edit and set the Acct Type to F and the WO Type to W

5. Select F4. Edit to save

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

1. Access PTM Vision

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

3. Select the Estimates tab

4. Select F2. New Order

5. Select the Order Type:

   1. A. Work Order = Uses Customer file setting from the WO Type field

      1. Verify if A. Work Order is selected, the Terms are set to the Customers settings from the WO Type in the Customer file

   2. B. Sales Order = Uses Customer file setting from the Acct Type field

      1. Verify if B. Sales Order is selected, the Terms are set to the Customers settings from the Acct Type in the Customer file

   3. X. Esc Exit = Does not set an Order Type; Defaulted to EST

      1. Verify if X. Esc Exit is selected, the Terms are set to EST

6. Enter Customer account number

7. In the Input field, enter an Inventory part

   1. Verify the pricing is correct depending on the Type set on the Estimate

8. Exit the Estimate

9. Select F6. Options

10. Select C. Convert

11. Choose the Order type to Convert to 

    1. i.e. W = Work Order and S = Sales Order

    2. Verify when the Estimate is converted, the Customer terms are carried over correctly

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Vehicle Sales

PROBLEM SUMMARY:  Vehicle Sales screen cuts off the Description of the sold unit to 21 characters on the VSM view and on the invoice

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

***Note: If not using the Vehicle Sales Module, not testing is required***

- To test properly, the Vehicle must have a description of at least 21 characters or more

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

1. Access PTM Vision

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

3. Select the Vehicle Sales tab

4. Select F2. New Order

5. Enter Customer account number

6. Select F6. Options

7. Select M. Vehicle Sales

8. When the Vehicle Sales screen is shown, select F10. Search and enter a Vehicle name that has a very long description

   1. To test properly, the Vehicle must have a description of at least 21 characters or more

9. Select F8. Process

10. Once returned to the order, select F4. Edit on the Vehicle

    1. Verify the full description of the Vehicle is shown in the Item details window

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

• Vehicle Sales Module: Please contact Pluss Corporation Sales Department for more information

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

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