APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Converting a Kit to a work order and back orders exist, we are not adding the back orders correctly

<<-------------------------------------*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. Select A. Work order

6. Enter Customer account info

7. In the Input field, enter a Kit that contains parts on backorder

8. Exit the Estimate and select F6. Options/C. Convert

9. Select Ok to the Convert details

10. Select Yes to back order all low quantity parts

    1. Verify the parts are back ordered correctly and the parent part is not back ordered

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders/Rating Review

PROBLEM SUMMARY:  CC- Fee is being included in the Parts total and is not being properly displayed on the Rating review report

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Open an existing order with Labor operations w/time and several parts

4. Select F7. Print/A. Printing/S. Rating Review

5. Find the LOP totals section and the Totals at the bottom

   1. Verify the CC-Fee is shown in the Totals Section

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Issues calculating Sale Price on Labor Operation

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select the Labor Tab

4. Select F2. New

5. Enter the following details:

   1. Set Memo to "@"

   2. Set Burden Rate to $61.00

   3. Set Hours Req to 2.1407

   4. Set Retail to $135

6. Tab through the Sale Price field

   1. Verify the Sale Price does not change when tabbing through the field

<<------------*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/Customer File/Price Matrix

PROBLEM SUMMARY:  Log changes to Customer Price Matrix

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

N/A

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

1. Access PTM Vision

2. Select C. Customer

3. Select F11. PMatrix

4. Select F2. New

5. Enter the following details:

   1. Line Part Number

   2. P-Level

   3. Price

   4. Over

   5. Price 2

   6. Note

   7. Desc

   8. Class

   9. Sls/Wo

   10. List Price

   11. Can Expire

   12. Exp Date

6. Select Ok to save

7. Access PTM Vision directory and locate/open the matrix_log.log

   1. Verify the matrix has been logged as added

8. Select C. Customer

9. Select F11. PMatrix

10. Select F2. Edit

11. Edit the matrix details

12. Select Ok to save

13. Access PTM Vision directory and locate/open the matrix_log.log

    1. Verify the matrix edits have been logged

14. Select C. Customer

15. Select F11. PMatrix

16. Select F5. Delete

17. Select Yes to the delete confirm dialog

18. Access PTM Vision directory and locate/open the matrix_log.log

    1. Verify the matrix delete has been logged

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

N/A

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

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

APPLICATION: PTM Vision/Inventory/Part History Search

PROBLEM SUMMARY:  Error occurring when tabbing through date fields

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select Ctrl+H. History

4. Enter a From Date

5. Tab through the Date fields

   1. Verify no error occurs and the Part History Details window 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=sale_history_-_parts_features 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Current mileage populating when converting an order is defeating mileage prompts in Vision

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

N/A

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

1. Access PTM Vision 

2. Review Open Orders for a Unit with Mileage applied

3. Select F2-New

4. Enter an Account Number

5. Select the Unit with mileage and select Enter

6. Enter the Current Mileage

7. Add Parts and Labor in the I-Input field.  Select OK

8. Reopen the last order

9. Select CTRL-F2 to convert the Order to a new Work Order

10. On the New Work Order, verify the Old and New Mileage are still present.

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

N/A

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

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