APPLICATION: 

PROBLEM SUMMARY:  

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

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

1. Access PTM Vision

2. Select Services/Features

3. In the Search field, enter 5,11

   1. Verify the Feature Description has been updated to state "By default, Vision prompts to print a receipt when an ROA payment is processed. Activating this feature disables this prompt and forces an ROA receipt to be printed"

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

• 5,11: For ROA Receipts in Customers

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=11_1_10_16_6_customers 

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  System not prompting on unassigned hours if not the first job and if it is negative billed hours

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

5. Enter Customer information

6. Select a Unit to add to the order

7. In the Input field, enter an on-the-fly Labor operation

8. Do not assign any hours or a tech

9. In the Input field, enter another on-the-fly labor operation

10. Do not assign any hours or a tech

11. Exit the order and open Shop Time Manager

12. Select a Tech

13. Select the order that was created above

14. Login to the first labor operation

15. Return to the Tech screen and select a different tech

16. Select the work order from above

17. Login to the second labor operation

18. Allow some time to pass and logout each tech from the Work Order

19. Exit Shop Time Manager

20. Select O. Open Orders

21. Select Select the Work Orders tab

22. Select the Work order from above

23. Line up on the first Labor operation and increase the Q-hrs field

24. Select the Tech that was logged into the job

25. Select Ctrl/H to distribute hours to the tech

26. Select Ok to exit

27. Line up on the second Labor operation and decrease the Q-hrs field

28. Select the 0 tech

29. Select F4. Edit and verify the negative 0 tech hours are shown

30. Select Okay to exit

31. Select Alt+F7. Print Bill and Close

    1. Verify a prompt is shown that states "Mechanic Hours are still assigned to Mechanic 0 and have not been allocated. Are you sure you want to bill this order?"

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Reporting - Exporting the R F B P N report to Excel, 175 columns are returned rather that the 13 displayed in Vision 

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

N/A

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

1. Access PTM Vision 

2. Select  R-Reporting

3. Select F-Order Reports

4. Select B-Report by Date

5. No need to change the dates

6. Select C-Workorder Closed Date

7. Select P-Preview Report

8. Select N-Work in Progress as of

9. Select Yes to Show Direct Labor Cost

10. Select Yes to Show freight separately on report

11. Once the report displays, select the Export Data button, Name the Report, and Save.  The exported report should match the one displayed in Vision.

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When switching from windows that have menus to the open orders window, the previously focused window's menu remains active

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

4. Select the Open Orders grid window behind the open order

   1. Verify the Options at the top is no longer show

5. Select the existing order that is now behind the grid

   1. Verify the Options is shown at the top again

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

N/A

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

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

APPLICATION: PTM Vision/VBar Icons

PROBLEM SUMMARY:   Clicking the Vbar icon after window is opened, the menu options disappear

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

N/A

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

1. Access PTM Vision

2. Open the following using the Vbar icon (Inventory, PO's, or Scheduling)

3. Click the Vbar icon again

   1. Verify the Options at the top is visible

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

N/A

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

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

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Inventory editor allows duplicate part creation

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select Ctrl+E. Edit Inventory

4. Select a part and edit the part number to match another existing part with the same line code

   1. Verify a prompt is shown that states "The Part XXXXXXX already exists in the inventory. Reverting PART NUMBER  to previous value."

   2. Verify the value in the field is replaced with the original value

5. Edit the linecode of a part that has the same part number as an existing part but a different linecode

   1. Verify a prompt is shown that states "The Part XXXXXXX already exists in the inventory. Reverting LINE to previous value."

   2. Verify the value in the field is replaced with the original value

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_7_editing_inventory_items