APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When 2 PO's exist for the same order and one was order prior, fulfilling the first BO clears the BO qty altogether

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New

4. Enter Customer Account Information

5. In the Input field, add an inventory item with a qty of 6

6. In the BO Qty field, enter a Qty of 3 - Verify 3 are now on Back Order and 3 remain in the Qty field

7. Select F11. PO

8. Select O to Order

9. Return to the Order and change the BO Qty to 6

   1. Verify 6 are now on Back Order and 0 remain in the Qty field

10. Select F11. PO

    1. Verify there are now 2 PO's, each with a Qty of 3

11. Select R to receive first PO

12. Select F8. Process

13. Return to the order

    1. Verify there are still 3 on back order and 3 have now been added to the Qty field

<<------------*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/Customer File

PROBLEM SUMMARY:  Customer account balance not refreshed after a payment is applied (Customer Screen)

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Take note of the account balance

4. Select F12. Credit

5. Select F6 CC

6. If setup with Credit card, select a card; Otherwise, you can enter one later

7. Apply the payment to the account using F8. Process

8. Return to the Customer file main screen

   1. Verify the account balance is correctly refreshed

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

N/A

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

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

APPLICATION: PTM Vision/Customer

PROBLEM SUMMARY:  Customer account balance not refreshed after a payment is applied (Crediting Customer window)

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Take note of the account balance

4. Select F12. Credit

5. Select F6 CC

6. If setup with Credit card, select a card; Otherwise, you can enter one later

7. Apply the payment to the account using F8. Process

   1. Verify the Account balance at the top is correctly refreshed

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Entering a Customer that exists causes a loop with the Customer exists prompt

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F2. New

4. Do not search for an existing customer

5. Enter Phone number, Name, Address, City, St, Zip for a customer that exists in the Customer file

6. DO NOT enter an account number

7. Tab away and a prompt is shown that says it's a duplicate

8. Select Ok on the prompt

9. Select the Account dropdown to search for the account

10. Add the account

    1. Verify the prompt is not shown again and the Customer is added to the order

<<------------*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 Orders

PROBLEM SUMMARY:  Using the 0 to reset an order and then adding a Customer causes the 0 account the get added to the Customer file and it can no longer be used to clear orders

<<-------------------------------------*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 F8. Amend

5. Enter a 0 in the account to reset the order

6. Select Yes to reset and Yes to remove parts/labor

7. Exit the order

8. Open the order again and select F8. Amend

9. Enter Phone number, Name, Address, City, St, Zip for a customer that exists in the Customer file

10. DO NOT remove the 0 from the account number

    1. Verify no prompt is shown to add the 0 account customer to the Customer file

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Mobile Service: TCPluss and GetName binaries missing code

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

N/A

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

1. Select O-Open Orders

2. Select the Work Orders Tab

3. Open an existing Work Order  with Labor applied

4. Verify the assigned Technician

5. Select File/Shop Time Manager

6. Select the Technician from the Work Order.  All assigned Work Orders Labor Ops should display

7. Login to the Labor Op from the Work Order.  Log out when complete.  All appropriate fields are populated.

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

N/A

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

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

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Spelling errors in tooltip

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F9. More

4. Hover over the Fax/Email/Print: Statement field

   1. Verify the following spelling errors have been fixed:

      1. First instance of 'Preference' is spelled 'preferece'

      2. The word 'Using' is spelled 'uisng' 

      3. The word 'Their' is spelled 'thier'

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

N/A

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

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

APPLICATION: PTM Vision/Purchase Order

PROBLEM SUMMARY:  Editing an existing Purchase Order while an order is open causes the Reference to change

<<-------------------------------------*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 F11. PO

5. Select Yes to show all if prompted

6. Line up on an existing PO and select F4. Edit

7. Select Ok to exit the PO

   1. Verify the PO Refer field has not been changed

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