APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Need to edit the feature name to be more generic and not point specifically at the Decisiv integration

<<-------------------------------------*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. In the Search field, enter 5,58

   1. Verify the Feature title and description has been updated

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

• 5,58: PIP: Integration Setup

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Calculator is no longer accessible if a Tech was first logged into a non-productive job and then a Labor operation on a work order

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

N/A

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech

4. Select the Login tab

5. Select Non Productive

6. Add a Non Productive time entry

7. Select the Parts/Labor tab and double click the part

   1. Verify nothing is shown since this is a Non-productive entry and parts cannot be added here

8. Log out of the Non-Productive Job

9. Select the WO Tab and select a Work Order

10. Login to a Job

11. Select Yes to login

12. Select the Parts/Labor tab and double-click on the Parts

    1. Verify the Calculator 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=time_management___timeclock 

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  When using Ctrl+F5 to remove Estimates by date range, an error can occur is an Untitled Estimate exists

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

5. Do not enter a Customer account, just click in the Input field

6. Select Ok to exit the Estimate

7. Select F2. New

8. Do not enter a Customer account, just click in the Input field

9. Select Ok to exit the Estimate

10. Select Ctrl+F5

11. Enter a date that would remove the Estimates that were just added and select Ok

    1. Verify no error occurs and the Estimates are properly removed

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Fix the spelling error in the Description of 3,90 and 3,92 to say 'Due' and not 'Do'

<<-------------------------------------*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. In the Search field, enter 3,90

   1. Verify the Description of the feature has been updated

6. In the Search field, enter 3,92

   1. Verify the Description of the feature has been updated

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

• 3,90: Notification: Days before service to remind Customer

• 3,92: Notification: Days after service to remind Customer

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  The Actual hours are copying over when using reorder to new order function

<<-------------------------------------*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. Open an order that contains a LAB item with Actual hours assigned to it (Time Clock)

5. Select Ctrl+F2. Reorder to new order

6. Select Work Order

7. Once on the new order, select F4. Edit on the Labor operation with Actual hours

   1. Verify the Actual Hours have been removed

   2. Verify if any Required Hours are assigned to the Labor Operation in Inventory, those are not removed

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders - Ctrl-H to refund partial, receive negative Backorder request

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

N/A

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

1. Access PTM Vision 

2. Select Services/Features from the File Menu

3. Select Alt-S to search

4. Enter Below Zero.  Click the icon so it toggles to N.  Select OK to save.

5. Select O-Open Orders

6. Select F2-New

7. Add an Account Number

8. Add Stocking part in the Input section with a Q-instk greater than 1 . Select Enter

9. In the Input field, change the quantity to more than 1

10. Select Alt P to Print Bill and Close.  Apply a Payment

11. Select F2-New

12. Enter the same Account Number

13. In the Input section, select Ctrl-H.  Select Yes to Limit History to Customer.  

14. Enter the same Stocking Part entered on the previous order and select OK.

15. Align to the Order Number originally sold and select F11-Return

16. On the Item Detail screen, update the QTY Sold to -1 and select OK

17. Returned items returned to Inventory

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Purchase Orders - Using Ctrl-H to return Non-stock items, return partial on PO, PO returns full amount

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

N/A

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

1. Access PTM Vision 

2. Select F2-New

3. Select O-Open Orders

4. Add an Account Number

5. Add Non-Stocking parts in the Input section. Select Enter

6. Select X to add Non-Stocking Part

7. Enter a Description, number sold (greater than 1), and Cost.  Select OK

8. Select Alt P to Print Bill/Close.  Apply a Payment.

9. Select F2-New

10. Enter the same Account Number

11. In the Input section, select Ctrl-H.  Select Yes to Limit History to Customer.  

12. Enter the Non-Stocking Part entered on the previous order and select OK.

13. Align to the Order Number originally sold and select F11-Return

14. Select B to Place on a Return PO.  Select Ok to the Vendor.

15. On the Item Detail screen, update the QTY Sold to -1 and select OK

16. Select P-PO.

17. Select F3-Find.  Enter the Non-Stock Part Number in the Search Item field.  Select OK

18. The PO created is for the full sale quantity and not the updated amount on the refund.

19. The PO created is for the updated amount on the refund.

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

N/A

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

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

APPLICATION: PTM Vision/Time Clock

PROBLEM SUMMARY:  Adding New Labor to Work Order charging incorrect rate

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

N/A

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

1. Access PTM Vision

2. Select File/Time Clock

3. Select a Tech

4. Select a Work Order

5. Select Non-Productive

6. Line up on a job and click the Select button

7. Select the Log out button

8. Select the WO# Tab

9. Select a Work Order

10. Select the New Labor button

11. Select No to the dialog message that states "Do you want to select from existing labor codes?"

    1. Verify the Rate on the Labor operation window is correct

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Purchase Order - Using F10 Search to create Refund Order, creates PO with an incorrect amount

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

N/A

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

Select O-Open Orders

Select F2-New

Add an Account Number

Add Stocking part in the Input section with a Q-instk greater than 1 . Select Enter

In the Input field, change the quantity to more than 1

Select Alt P to Print Bill and Close. Apply a Payment in Cash

Select F2-New

Select O-Open Orders

Select F10-Search History

Select the down arrow next to Search by Customer Name

In the Search screen, enter the same Account number from the previous order. Select OK

Highlight the original order number and select F9-Refund

Select Yes to Build Return Orders

In the QTY on the new work order, update the negative quantity to a different negative quantity

Select Alt P to Print Bill and Close. Apply a Refund in Cash

From the main menu, select I-Inventory

Verify the Quantity is the correct amount. Select the QTY button or Alt-Q for the Inventory Transaction Report

The Backorder window no longer displays

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

N/A

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

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