APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When returning an On the Fly Labor operation using Ctrl+H, we end up with an incorrect prompt causing the return to triplicate on the order

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

5. Enter Customer account number

6. In the input field, enter an On the fly labor op

   1. i.e. FIX THE HEADLIGHTS

7. Press enter twice on the keyboard

8. Select Yes to separate into jobs

9. Add a couple hours to the job

10. Select Alt+F7. Print Bill and Close

11. Select F2. New again and create another order for the same customer

12. Once at the Input field, select Ctrl+H

13. Select Yes to limit to customer

14. Select Ok on the next popup

15. Locate the Labor operation just sold and select F11. Return

    1. Verify the Labor operation is placed onto the return invoice correctly

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

PROBLEM SUMMARY:  Users are able to edit WO descriptions by using the View Job button

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

N/A

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech

4. Select a Work order

5. Select a Labor operation from the Work Order

6. Select the View Job button

   1. Verify the text cannot be edited

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When Esc key is used to exit the Printing PO options window, details on all Purchase orders are changing

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a Purchase order that is assigned a PO#

4. Select F7. Print

5. Select A. Print Current PO#

6. In the Purchase order Print Options window, enter a name in the Wrtby, Delivery Date, and a note in the Special Instructions text field

7. Select Esc on the keyboard

   1. Verify the PO print is cancelled and no details on other Purchase orders have changed

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  When in the PO Printing options window and no date is in the Delivery date field, if the scheduler icon is clicked, an error occurs

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a Purchase order that is assigned a PO#

4. Select F7. Print

5. Select A. Print Current PO#

6. Select the Scheduler icon located on the Calendar Icon

   1. Verify no errors occur and the Scheduler window is shown

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Maximize form size needs to be implemented for the new UI

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

***A new Vision UI Configuration doc needs to be created for the Max form size feature to be added. Delete the visionuiconfig.txt document from the PTM Vision directory and PTM Vision generates a new doc on next open of the application***

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

***Please Contact Pluss Software Support for assistance with updating the UI configuration documentation for this change***

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

N/A

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

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

APPLICATION: PTM Vision/Plussnet Services

PROBLEM SUMMARY:  Clean up tool created to clear error log files

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

***Note: Please contact Pluss Software Support for assistance with this tool***

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

1. Access PTM Vision

2. Select Services/Plussnet Options/Clear Service Errors

   1. Verify error files are removed

   2. Verify a prompt is shown that states "Error files have been removed"

   3. Note: After the initial run of this service, the first time each day that PTM Vision is opened, a auto-check is done for error files

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_2_rest_service

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pre-UI Update, in Vision you could turn off banding, need to add to new UI

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

***A new Vision UI Configuration doc needs to be created for the Max form size feature to be added. Delete the visionuiconfig.txt document from the PTM Vision directory and PTM Vision generates a new doc on next open of the application***

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

***Please Contact Pluss Software Support for assistance with updating the UI configuration documentation for this change

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

N/A

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

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

APPLICATION: PTM Vision/Scheduling

PROBLEM SUMMARY:  Min/Max button issue when Scheduler has been Minimized to the bottom of Vision

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

N/A

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

1. Access PTM Vision

2. Select S. Scheduling

3. Select the Minimize button

   1. Verify the window is minimized to the bottom left corner of the PTM Vision window

   2. Verify selecting the Min/Max button restores the window to its original size

   3. Verify selecting the Maximize button after the Minimize has been selected, the window is restored to its full size

   4. Verify selecting the Red X after the Minimized button has been selected, closes the window

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Make sure the constant font-bold setting is applied to all inputs/grids

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

N/A

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

***Multiple Places in PTM Vision have been made more consistent with other content within Vision. Bold Font Text has been removed from grids/inputs/windows***

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Remove Bold font on description

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

   1. Verify the Bold FOnt has been removed from the Description column text

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Linepart and Description are in Bold font and should not be

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open an existing order

   1. Verify the Linepart and Description are no longer in bold text

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

PROBLEM SUMMARY:  Changes to default scheme for contrast and customer needs

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

***Note: The visionuiconfig.txt file needs to be deleted from the PTM Vision root folder in order to generate the new Default PTM Vision UI Scheme; Please COntact Pluss Software Support for Assistance in generating a new UI COnfiguration Document***

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

1. Additional Changes have been made to the Default Vision UI Configuration:

   1. Darker Font Color Globally

   2. Darker Yellow Input Boxes

   3. Contrast Highlighting Changes

   4. Grid Line Color has been changed from White to Black

   5. Darker Alternating Rows in Grids

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

N/A

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

N/A

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Techs logging into WOs, not LOPs, LOP isn't being created on the work order, time records exist

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

***Testing required only if Tech’s login directly to a Work Order and not a Labor Operation***

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

1. Access PTM Vision

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

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter Customer account number

6. Enter a Unit

7. Exit the Open Order

8. Access File/Time Clock

9. Select a Tech from the list

10. Select the Work Order created in the steps above

11. Select Yes to login to Work Order

12. Once the Tech is logged in, select the Logout button

13. Enter a Service Description

14. Select the Close/Save button

15. Close the Time Clock

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

17. Open the Work order to which the Time record was added

    1. Verify the Time record has been added correctly

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

• Time Clock: Please COntact Pluss Software Support for more Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_8_timelock___time