APPLICATION: PTM Vision

PROBLEM SUMMARY:  Remove Payroll backup from menu

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities

3. Select L. Backup System

   1. Verify the Payroll Backup option has been removed

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay: Add  a cleanup job for FullsteamData request and response log files

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

1. In the Vision directory, select and open the FullsteamData folder.  Note the number of files.

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

1. Access PTM Vision 

2. Select O-Open Orders 

3. Open an Open Order 

4. Select Alt-P-Print Bill/Close

5. Select C-Pay by Credit Card

6. At this point, the FullsteamData folder should only contain the last seven days of log files.  Anything older has been deleted.  

7. To access Logs older than seven days, Select Services/Pluss Payments/View Log

<<------------*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/Open Orders

PROBLEM SUMMARY:  Issue when moving back orders with core parts if invoice total is negative

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

7. Select X to access Item details

8. Add Cost ($200) and Core Cost ($10) and select Ok to add

9. Select yes to back order/enter valid supplier

10. Enter 2 for the Cores the customer returned

11. Select Alt+F7. Print

12. Select Ok to the Caution prompt

13. Select Yes to Print bill and close

    1. Verify a prompt that states "IMPORTANT: Move Amount Due ($XX.XX) to New Order as a Deposit?" is shown

14. Select Yes to the prompt that states "IMPORTANT: Move Amount Due ($XX.XX) to New Order as a Deposit?"

    1. Verify the back orders have been moved to the new order, along with the Core charge

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

N/A

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

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

APPLICATION: PTM Vision/Reporting/Customer Sales Report

PROBLEM SUMMARY:  Customer sales report  is not reporting on extended values

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select G. Parts/Labor Sales

4. Select A. Current Parts

5. Select A. By Line or Part Number/Code

6. Enter a Linecode and N for part search and select Ok

7. Select J. From Date to Date

8. Enter a date range

9. Select Yes to Closed dates

10. Select O. Options

11. Select F. Grouped by Customer

12. Select P. Preview

    1. Verify the Sales report displays the extended cost and extended gross

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Timeclock - Technicians can add parts to open or closed orders without being logged in to that order.

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

N/A

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

1. Access PTM Vision. 

2. Select the File Menu and Timeclock.

3. Select Setup and verify the Ability to add Parts/Labor is selected Yes.  Select Save and Close.

4. Select Technician 

5. On the Wo# Tab, in the Search field, enter A work order number.

6. Click the work order and select Login and select Yes to log in.

7. After a minute or so, select Logout.  

8. Select Close/Save on the Log out Screen.

9. Select Parts/Labor Tab.

10. Select Setup Parts.

11. Highlight a Part and select the Add to Group button.

12. Select Close Form.  The part displays on the Parts/Labor screen.

13. Click the new part.

14. A message displays Unable to locate time for Technician preventing selection of the Part.

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  TimeClock: Technicians can add parts to closed orders

<<-------------------------------------*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 F11-View Open/Closed

5. Go to the bottom of the list and note the Order Number of a work order where Open is N

6. ESC back to the main menu.  From the File Menu, select TimeClock 

7. Select a Technician

8. Open the WO# tab and enter the noted closed Work order number in the Search box.  Select Enter

9. No results will return.

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  When a Date is needed for the feature, we are not updating the date in the Features display until leaving Features and returning

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Select Yes to close windows and load features

4. In the Search field, enter any of the following features

   1. 9,2

   2. 9,4

   3. QOPTION11

   4. QOPTION12

5. Select the icon next to the feature in order to change the date

6. Update the date and select Ok

   1. Verify the correctly updated date is shown in the Features grid

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

• 9,2: Limit Mileage to Newer Than

• 9,4: Limit PM Data/History by Date

• QOPTION11: Corporate Year End Beginning Year Dates

• QOPTION12: Corporate Year End Dates Ending

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  When Features is loaded from the Services menu and the Esc button is used to leave Features, we are not saving the change

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Select Yes to close windows and load features

4. In the Search field, enter PREVENTIVE and change the Notification days on feature (3,90) and select Ok

   1. Verify the change is shown in the Features display

5. Select the Esc key on the keyboard

   1. Verify a prompt that states "Would you like to save changes?"

6. Once you are returned to Vision, Select Services/Features

7. Select Yes to close windows and load features

8. In the Search field, enter PREVENTIVE and change the Notification days on feature (3,90) and select Ok

   1. Verify the change to the feature was saved properly

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Labor

PROBLEM SUMMARY:  The Prompt For Miles/Hours checkbox is missing from the F9.More section of a Labor item

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Labor tab or search for a LAB item

4. Select F9. More

   1. Verify the 'Prompt For Miles/Hours' Checkbox 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=labor_codes 

APPLICATION: PTM Vision/Inventory/Labor

PROBLEM SUMMARY:  When paging down through Labor items, the Kit Cost field is not being shown all the time and over laps the Resource field

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Labor tab or search for a LAB item

4. Select NextPgDn button

   1. Verify the 'Kit Cost’ Field is shown when paging down through the Labor operations

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Units/Preventative Maintenance and Pluss Commerce Website

PROBLEM SUMMARY:  When a PM record is deleted from the table, we are deleting all records from the database instead of just the single record

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

***Testing required only if using the Preventative Maintenance Module and Pluss Commerce; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+U. Units

4. Line up on a Unit that has Preventative Maintenance attached

5. Select F12. PM Service

6. Line up on a record and select F5. Delete

   1. Verify that on the Pluss Commerce site for this Customer, the remaining Preventative Maintenance schedules are still shown online and only the one schedule has been removed

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

• Preventative Maintenance Module

• Pluss Commerce Website

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

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce