APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When P Memo is added to an item with an attached Fee, the percentage is being treated as a cost

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F2. New

4. Enter a Part Number, Desc, a Memo of P, pop Code of N, GL#,  and Tax N

   1. This memo makes the Cost fields be treated as a percentage and not a cost

5. Leave Cost field blank, enter a value in each of the Wholesale, Fleet, Retail, and List left columns

6. Select the Fees button

7. Select F2. New

8. Select a Fee template

9. Enter a Fee cost and select Ok to save

10. Exit the Fees window

11. Select F4. Edit on the part to save

    1. Verify the fee displays as the percentage times the amount in the Fee Amount field

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When feature 3,96 is on and the F9. Convert is used to move parts and labor for a Unit to a new order, the grid display is incorrect until the order is re-opened

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

1. Access PTM Vision

2. Select Services/Features

3. Verify Feature 3,96 is active

4. Select Ok to save

<<--------------------*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. Select A. Work order

6. Enter a Customer that has a Unit on another Open order

   1. If one is not available, create an order for the Customer with the same unit, and add parts and labor to the order

7. Select the Unit dropdown and select the same unit that exists on another order

8. Once the dialog is shown with the other Open orders, select F9. Convert on the open order

9. Select Ok to the Parts and Labor imported dialog

   1. Only Parts and Labor from the specified Unit for the Customer selected is converted to the Work Order

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

N/A

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

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

APPLICATION: PTM Vision/IIF Import

PROBLEM SUMMARY:  Add prompt or protection to Clear GL Map option 

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select I. Q-books-Excel import/Export

4. Select J. Payroll Import Options

5. Select C. Clear GL Map

6. Message displays Are you sure you want to clear the IIF GL Mapping?

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Error occurs when trying to run report to find out what the top items a particular customer is purchasing based on QTY

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select A. Current Parts

5. Select F. By Account or Work Order Number

6. Select J. From Date to Date

7. Select Yes to the dialog that states "Closed Dates?"

8. Select O. Options

9. Select J. Sales by Quantity

10. Select A. Sort by Quantity

11. Select P. Preview

    1. Verify no error occurs and the report is properly displayed

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Date button is shown on dialog box when keyboard is used

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select A. Current Parts

5. Select F. By Account or Work Order Number

   1. When the Options popup is shown, verify no Dates button is available on the popup

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

N/A

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  When logging into Vision from a Time clock Icon, we are allowing users into the System setup

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

N/A

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

1. Access PTM Vision Time Clock

2. Select File from the top Toolbar

   1. Verify when the System Setup option is selected, a dialog message is shown that states "The System Setup menu is not available at this time"

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

• PTM Vision Time Clock

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

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

APPLICATION: PTM Vision/REporting

PROBLEM SUMMARY:  When the Sales Ranking Report is run by Date, the report errors

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Part/Labor Sales

4. Select A. Current Parts

5. Select J. From Date to Date

6. Enter Date Range, select OK

7. Select Yes to Closed Date dialog

8. Select O. Other Options

9. Select J. Sales Quantity Report Ranking

10. Select B. Sort by Times Sold

11. Select P. Preview - Report Generates

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Customers are getting email automatically sent to spam

<<-------------------------------------*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 an existing order containing Parts/Labor

5. Select Ctrl + F7. View/Print Copy

6. When the Document window is shown, enter an email address and select the Send button

   1. Verify the document is sent successfully

7. If able, access the email account to which the email was sent

   1. Verify the email is available in the Inbox and has not been sent to the Spam folder

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Newly added labor is acquiring the BO qty of a selected 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 information

6. In the Input field, enter an Inventory item with no quantity in stock

7. Select Yes to back order the Inventory item

8. Enter a valid Supplier and select Ok to continue

9. In the Input field, enter an On-the-fly labor operation

   1. i.e. FIX THE HEADLIGHTS

10. Press enter on the keyboard twice

11. Select Yes to separate into Jobs

    1. Verify the Labor operation is not assigned a back order quantity

<<------------*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/PeopleNet Integration

PROBLEM SUMMARY:  PeopleNet download url has to be updated

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

***Testing Required Only if Using the PeopleNet Telematics Integration with PTM Vision; Otherwise,

no testing is required***

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

***Verify PeopleNet Integration works properly***

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

N/A

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

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