APPLICATION: PTM Vision/Scheduling

PROBLEM SUMMARY:  Error in Scheduler when Right-Clicking and holding on an appointment

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

N/A

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

1. Access PTM Vision

2. Select S. Scheduling

3. Select F2. New and add an appointment

4. Hold down the Right-Click button on the mouse while on the appointment

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

<<------------*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/Reporting

PROBLEM SUMMARY:  When using a date range with the RGA report and feature 1,73 is active, the calendar is out of sequence

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

1. Access PTM Vision

2. Select U. Utilities

3. Select J. System Setup

4. Select Q. System Features

5. In the Input field, enter 1,73

6. Activate the Feature and select Ok to save

7. Select X.Esc Exit

8. Select Yes to save changes

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

1. Select R. Reporting

2. Select G. Parts/Labor Sales

3. Select A. Current Parts

4. Select J. From Date to Date

5. Use the Calendar icon to open the Calendar view

   1. Verify Searching from Month to Month is in the correct sequence

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

• 1,73: Canadian Date format for the software  Dmy

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_setup 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Using F12 to create a warranty order and the warranty customer terms are not populating

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales Order tab

4. Select F2. New Order

5. Enter Customer Account Number

6. Set the Order terms to INHOUSE

7. In the Input field, enter a Labor operation with Hours

8. In the Input field, enter an Inventory item that is grouped to the Labor operation

9. Select F12. Subkit

10. Select B. Create Copay Warranty Order Item

11. Select the Warranty Customer (Vendor) whose Terms are set to Receivables and select Ok to create the Inhouse order

    1. Verify the Terms on the Order are set to CHG

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  An Option has been added to allow the Line Code to be split from the Part Number

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

***Note: Testing only required if using the Decisiv Integration with PTM Vision; Otherwise, no testing is required***

1. Access PTM Vision

2. Select Services/Integrations/Partner Integrations/Setup/Orders

3. Line up on the setup for Decisiv and select F4. Edit - Verify a Checkbox option has been added for "Split Line Code"

4. Select the checkbox for "Split Line Code"

5. Select Ok to save the change to the setup

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

1. Select O. Open Orders

2. Select the Estimates tabf

3. Select F2. New Order

4. Enter Customer Account Number

5. Select a Unit#, or Select F2. New and create a new Unit

   1. Note: Decisiv requires a Unit with a Valid VIN# be present or the Estimate cannot be sent

6. In the Input field, enter a Labor Operation or Select F10. Search and select a Labor Operation

7. In the Input field, enter an Inventory part or Select F10. Search and select an Inventory part

8. Select F6. Options/5. Export to PIP/ Export to Decisiv

9. Select Ok to the dialog box that states "Order Exported Successfully”

10. Access the Decisiv Website and login

11. Select the Case #

    1. Verify the Labor Operation is shown

    2. Verify the correct Labor Operation and Cost has been added to the Case

12. Select the Labor operation

    1. Verify the Inventory part is listed and the Cost is correct

13. Select the Cases menu at the top of the website to return to the list of Cases

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

• 5,58: PIP Decisiv Partner Integration

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations 

APPLICATION: PTM Vision/External Actions

PROBLEM SUMMARY:  A 404 html page was causing error in Vision every minute

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

N/A

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

***No testing is required. Additional protection was added to PTM Vision for incoming error files if they were to occur***

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Reopening an order that was originally set to CHG terms and changing to Cash terms, when the order is Closed a deposit record is not created

<<-------------------------------------*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. Set the Order Terms to CHG

7. In the Input field, enter an Inventory item/Labor Operation

8. Select Alt+F7. Print Bill and Close

9. Once the order is closed, select F8. WO and enter the WO number that was just closed

10. Select R. Mark as open once the order is displayed

11. Select F8. Amend and change the Order Terms to CASH

12. Select Alt+F7. Print Bill and Close

13. Exit Open Orders

14. Select C. Customers

15. Select F10. Search and enter the Customer account used on the order

16. Select F8. AR

    1. Verify a Paid record and a Deposit have been created for the reclosed order

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay : Adjust 999 error handling to match 9999 (generic vision error) with "A task was canceled." Add additional Logging

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

N/A

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

1. In the Pluss file system, create a file titled QATest.txt

2. Access PTM Vision 

3. Select O - Open Orders

4. Select F2 - New

5. Enter an Account Number

6. Select Alt-I - Input

7. Add Parts and Labor

8. Select Alt-F7 - Print Bill/Close

9. Select C - Pay by Credit Card

10. Process the Card

11. Upon Success, browse the Vision File system and review the PlussPaymentRetry.txt file.  There should be a failure and a successful retry

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

N/A

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

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