APPLICATION: PTM Vision/Email

PROBLEM SUMMARY:  When trying to send an email back to back, the Email module stalls on loading

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

N/A

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

1. Access PTM Vision

2. Select V. Vendors

3. Select a Vendor

4. Select F7. Print

5. Select E. View Electronic Documents

6. Line up on a Document in the list and select E. Email/Fax

7. Once the Email window is shown, select Send

8. Repeat steps 6 - 7 several times

   1. Verify after sending the email several times, PTM Vision does not stall

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

• 3,29: Enable Html Editor on Email Forms

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Ctrl+W on a Non-Inventory part displaying an incorrect prompt and not keeping quantity correctly

<<-------------------------------------*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 Non-Inventory part number and press enter on the keyboard

7. Select X to create the Non-inventory part number

8. In the Item details, enter a Qty and Cost

9. Select Ok to add item to the open order

10. Select No to backorder the item, if prompted

11. Select Ctrl+W. Warranty

12. In the Warranty options window, enter N for Replacements and N for Placing order on Hold

13. Select OK to continue

14. Select Yes to the prompt that states "This part is not stocked, but has a selling quantity above zero. Would you like to keep this quantity above zero?"

15. Select Ok on the next Options window to continue

    1. Verify when returned to the open order there is Negative WAR part on the open order

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Removing a set grid filter in the F10. Search history causes an error

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F10. Search History

4. Search for and select a Customer

5. Select the Ok button

6. Once the list of order is shown, select a letter on the keyboard to access the grid search

7. Select Enter on the keyboard

8. Select Backspace on the keyboard to clear the grid filter

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  When selecting Options/Move History Utility and saying No to move the Customer history, an error occurs

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select the Options from the Tools menu

4. Select Move History

5. Select No to the dialog that states "This utility will move XXXX XXXXXX history to another account. Continue?"’

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/PO SO Transfers

PROBLEM SUMMARY:  When a Sales order is processed for the transfer, at times, not all back orders are created for the Order number, and instead are created for STOCK

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

N/A

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

1. Access PTM Vision

2. Open the Main Store

3. Select P. Purchase Orders

4. Select F2. New

5. Add a Part from the Main Store that has 0 quantity in stock in Main and does not exist in the Branch

6. Add a Quantity of 1

7. Select O. Order

8. F7 - Print

9. A - Print Current PO #

10. Go to the Branch

11. P - POs

12. F2 - New

13. Add the Same part to a PO that was added in the Main branch

14. Add a Quantity of 1, a Cost of $100, and the Main branch Vendor code

15. Select Ok to create the PO

16. Add 2 more PO's for parts that exist in the Main but not in the Branch

17. Select O. Order

18. Select F7. Print

19. Select I. Send Current PO electronically

20. Go to the Main Branch

21. Click the Invoices button in the Commerce bar at the bottom of the screen

22. Select F6. Process the PO from the Branch

23. Select O. Open Orders

24. Navigate to the Sales Order tab

25. Open the Sales Order that was created for the PO/SO Transfer

26. Backorder each part, and change the Popularity code to B.

27. Select F11. PO

    1. Verify all Inventory items have been back ordered properly

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_7_4_d_salesorder_in_po_so_transfer 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Add Feature to Allow Users to Only Access Labor Items on Closed Orders

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Search field, enter 5,67 and enable 

   1. Enable this feature to allow users to Edit Closed Labor Operations.

      1. Important:The password for editing and opening closed sales (QOPTION16) has to be set up.

      2. The feature to disable editing times in labor has to be enabled 1,76

6. In the Search field, enter QOPTIONS16

7. Enter a Password and select Ok to save

8. In the Search field, enter 1,76 and enable the feature

9. Select Ok on the Features window

10. Select X. Esc Exit

11. Select Okay to Save

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

1. Select O. Open Orders

2. Select F8. WO#

3. Enter a Close WO Number that contains a Labor Operation

4. Once in the Closed Order, line up on the Labor operation and select F4. Edit

5. Do not enter a password and select Ok

   1. Verify the Labor operation is shown in edit view

6. Select the F5. Delete button

   1. Verify the button does not function

7. Select the F9. Join button

   1. Verify the button does not function

8. Select the F8. Calc

   1. Verify the button does not function

9. Select Ctrl+H. 0 Tech

   1. Verify the button does not function

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

• 1,76: Disable Editing Times in Labor Edit View for All Users

• QOPTION16: Password for Editing and Opening Closed Sales - Old Orders

• 5,67: Allow Labor Operation Edits on Closed Invoices (Read Requirements)

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Error occurs when exiting the PO history window if a grid filter had been set

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select Ctrl+H. Purchase Order History

4. Start typing to open the Grid search

5. Press enter to filter the grid

6. Select Ok or use Esc key to leave the History screen and return to PO's

   1. Verify no error occurs

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When Converting an Estimate to a Sales order for a 2 account, the Terms are being set to CHG not Cash

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

5. Do not enter a Customer account and leave the 2-

6. In the Input field, enter an Inventory item

7. Exit the Estimate

8. Select F6. Options/C. Convert

9. Change the Order Type to S and select OK

   1. Verify when the Sales order is shown, the Terms are set to CASH

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Labor Operations

PROBLEM SUMMARY:  Tech Number field cannot be selected after adding a Tech to a Labor operation

<<-------------------------------------*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 Labor Operation

7. Select the Q-Hrs field and enter a value

8. Select the Tech field and select a Technician from the Tech popup

9. Select Yes to move times to the new Tech

10. Once returned to the Work order, select the Tech field again

    1. Verify the cursor/focus stays in the Tech field

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

N/A

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

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