APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When the email form opens to send open orders, the contact information in the form defaults to the previous contact

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Name header and enter a Customer name

4. Select F7. Print/A. Print Open Work Order

5. Select A. No Grouping

6. Once the report is shown, select the email button

   1. Verify the email address and work orders are for the correct customer

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

N/A

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

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

APPLICATION: PTM Vision/PM Status Notifications

PROBLEM SUMMARY:  Change Vision endpoint for Twilio SMS to our Web API

<<-------------------------------------*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. Enter a Unit setup for Notifications

7. Select Ok to create the Work Order

8. Select Ok to exit the order

9. Select F9. Status

10. Change the Order Status and select Ok

11. Select Yes to the dialog that states "Would you like to notify the customer of the status change?"

    1. Verify the Status Notifications are properly sent

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

• Preventative Maintenance Notification System: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=14_12_preventative_maintenance_notification 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Reopening an order set to CHG terms and with a Deposit causes the original deposit to be overwritten when in a Closed month

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select Sales Order

4. Select F2. New Order

5. Enter Customer Account Number

6. Change the order Terms to CHG

7. In the Input field, enter a Labor operation and an inventory item

8. Add a Deposit to the order

9. Select Alt+F7. Print Bill and Close

10. Reopen the order and edit the Labor operation hours

11. Select A. Accounting/D. Chart of Accounts

12. Select F6. Options/G. Lock Months

13. Enter a Y in the Month the invoice was closed and select Ok

14. Return to the order and change the Terms to Cash

15. Select Alt+F7. Print Bill and Close

    1. Verify the order cannot be closed due to the Month being locked

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When adding a Customer by double-clicking a name in the Search, we do not always move to the Phone field and do not fill in all account details

<<-------------------------------------*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. Select F10. Search to open the Customer Search

6. Scroll down and double-click on a Customer

   1. Verify all customer account information is properly filled in

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

N/A

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

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

APPLICATION: PTM Vision/Open Order

PROBLEM SUMMARY:  Adding a Labor and Sublet to an order is not updating the cost on the Sublet when the BO is fulfilled

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

N/A

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

1. Access PTM Vision

2. Select an existing Order with a Labor Operation or open a new Work order and add a Labor operation

3. In the Input field, enter an S and press enter

4. Select No to the dialog asking for pricing from history (if prompted)

5. In the Item details window, enter a Description and tab down to the BO field and enter a value of 1

6. Enter a valid Supplier and select Ok

   1. Verify item is on BO and zero values

7. Select F11. PO

8. Select O to Order

9. F4 edit on the Sublet item to add a cost - 

10. Only add the cost and select Ok

11. Select R to Receive

12. Select F8. Process

13. Select Yes to add to Payables

14. Enter an Invoice number and select Ok

15. Select Ok to exit Purchase orders and return to the order

    1. Verify the Sublet Qty field has been updated to 1 and only one Sublet line item is present and all costing/selling is present

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=3_4_5 

APPLICATION: PTM Vision/Inventory/Sales History

PROBLEM SUMMARY:  Sales history showing negative values in the Open field after an order has been closed

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search and look for a part that has a lot of sales history

4. Select the Qty Sold button and enter a date range that goes back to 2018 to present

5. Select the Sales tab

   1. Verify the Open column quantity is correct and does not display a negative value, unless applicable to the orders

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

N/A

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

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