APPLICATION: PTM Vision/Time Card

PROBLEM SUMMARY:  F10. Setup button being displayed for all users and should only be for User setup with TC in Utilities

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select B. Enter Sales Personnel and Techs and Users

5. Select Esc twice on the keyboard to access the Users list

6. Select a user and enter TC in the Users Features column

7. Select F4. Edit to save

8. Select Esc on the Keyboard to save

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

1. Select File/Log in

   1. Verify if the currently logged in User is a TC user, all Admin buttons are shown

   2. Verify if the currently logged in User is not a TC User, only the Ok and F7. Report buttons are shown

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

• 3,58: Time Card Password: Allows password protection of the F2/F4/F5 buttons when in Admin mode

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_4_14_c_timecard_use_adminstrator

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using CTRL+F2 to move a backordered part to a new SO/WO creates a BO qty on the new invoice without a PO part associated with the invoice

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

N/A

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

1. Access Vision

2. Select O. Open Orders

3. Select the Estimates tab

4. Select F2. New Order

5. Enter Customer account number

6. In the Input field, enter a Stocking part number with no quantity in stock

7. Enter a qty of 1 in the BO field

   1. Note: Estimates do not prompt for Back Orders

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

9. Select Ctrl+F2

   1. Verify a 'Convert Order to New Order' menu is shown

10. Select an Order type

11. Select Yes to the dialog that states "Would you like to move only marked items"

12. Select No to the dialog that states "Would you like to delete marked items after copy?"

13. Select F11. PO

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

    2. Verify the Purchase order for the original order has not been removed and the reference remained referred to the original 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 Cloud Integration

PROBLEM SUMMARY:  CTRL+H from Work Orders running incorrect hotkey function

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

***Testing required only if using PTM Vision Cloud Services; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New Order

4. Enter Customer Account Number

5. Once within the open Order, select Ctrl+H. History

   1. Verify the Customer history prompt is shown

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

N/A

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

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