APPLICATION: PTM Vision/Purchase Orders/Low Quantity Report

PROBLEM SUMMARY:  When using only keyboard to access the Low Qty report, the Vision menu hotkeys become accessible

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F9. Low Qty Report

4. Use Ctrl+Enter on the keyboard

5. Select X. Current Inventory

6. Select A on the Keyboard

   1. Verify the Accounting System menu is not opened

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

N/A

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

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

APPLICATION: PTM Vision/Vision Menu Bar

PROBLEM SUMMARY:  When a hotkey is used outside the window and the window is selected again, the grid is not opening up but instead a Vbar hotkey is executed

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Click outside of the open orders window

4. Select a Hotkey, such as P for PO's or C for Customer file

5. Click back into the Open orders window

6. Select the same hotkey used in step 4

   1. Verify the Grid Search is opened and not a Vision menu item

<<------------*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/Pluss Pay Configuration

PROBLEM SUMMARY:  Setup Window keys are overwritten by vbar hotkey actions

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

N/A

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

1. Access PTM Vision

2. Select Services/Pluss Pay/Configure User Settings

3. Select Ctrl+Enter on the popup window

4. Select Services/Pluss Pay/Configure User Settings

   1. Verify focus is in the Input

5. Select P on the Keyboard

   1. Verify the letter is typed in the field and a Vision menu is not opened

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Issue with reopening Archive sales and losing focus on WO data

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F8. WO#

4. Enter a Work Order number that is Closed and currently in Archives

5. Select F6. Options/R. Mark as Open

6. Select Yes to the dialog that states "This invoice was archived, do you wish to proceed reopening?"

7. Enter Password

8. Select Yes to the dialog that states "Move from Archives?"

9. Select Yes to the dialog that states "Order moved from archives, would you like to reopen the order as well?"

10. Select Alt+F7. Print Bill and Close

    1. Verify the correct order is Closed

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Reporting: Emailing PM Schedule is not allowing users to add recipients correctly

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select E. PM Service and Unit Expense

4. Select A. Preventative Maintenance

5. On the Search Screen, select Ok and do not enter a Customer.   Select OK

6. Enter a Date range

7. Select Ok to create report

8. Once report displays, select the Mail button

9. Select Add Recipient

10. Select Option A - Add Recipient from Account

11. Search Customer File Account

12. Highlight the Account and  select Ok

13. The email address of the additional customer displays in the To field of the Email

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When an Order is set to the 0 -Untitled account, Vision is not resetting the Tax status on the order to the defaults in UJJA

<<-------------------------------------*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. Select Ctrl+T and verify the Tax status

7. Select F8. Amend

8. Change the Customer account number to 0

9. Select Yes to the dialog that states "The 0 Account is used to reset the Work Order to Untitled. Continue?"

10. Select Yes to the dialog that states "Remove all Parts and Labor?"

11. Select Yes to the dialog that states "Delete all items from XXXXX XXXXXXXXX W#XXXX?"

12. Once returned to the Work order, select Ctrl+T

    1. Verify the Tax status has been reset to the default Tax settings in UJJA

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Configuration: Web Hosted payments do not include disableduplicatedetection true when set

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

N/A

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

1. Access PTM Vision 

2. Select Services

3. Select Pluss Payments

4. Configure Payment Processing

5. Enable Allow Duplicates, select OK to save

6. Select O - Open Orders

7. Select F2 - New

8. Add an Account Number

9. Select Alt-I - Input field

10. Add Labor and Parts

11. Select Alt F7 - Print Bill/Close

12. Select C - Pay by Credit Card

13. Select A - Use Web Pay.  Enter 

14. Enter Name, Zip Code, and Country.  Select Submit

15. Enter Card Number, Expiration Date, and CVV.  Select Pay.  Success Message

16. Select F8 - WO.  Enter the Closed Work Order Number just processes

17. Select F6 - Options

18. Select R - Mark as Open

19. Select Alt F7 - Print Bill/Close

20. Select A - Use Web Pay.

21. Enter the same Name, Zip Code, and Country.  Select Submit

22. Enter the same Card Number, Expiration Date, and CVV.  Select Pay.  Success Message

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

N/A

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

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

APPLICATION: PTM Vision/Utilities/Features

PROBLEM SUMMARY:  Feature 5,76 is missing (Inventory Branch Transfer GL)

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. Enter 5,76 and press Enter

   1. Verify the feature 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=branch_inventory_transfer