APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  After a back order is fulfilled that contained a core cost/charge, the Open Order screen display is incorrect

<<-------------------------------------*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 Information

5. In the Input field, enter an inventory item with a core charge

6. Enter a Qty of 1 for the return

7. Back order the part

8. Select F11. PO

9. Select O to order

10. Select R to Receive

11. Select F8. Process

12. Use the Esc key to return to the order

    1. Verify the order is shown with the correct parts/labor only

<<------------*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 

APPLICATION: PTM Vision/Ticket Source

PROBLEM SUMMARY:   At times, the Ticket Source button is showing up on windows it should not be (PO's, Inventory)

<<-------------------------------------*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 and line up on an existing Mobile work order

4. Select F4. Edit

5. Select F11. PO

   1. Verify the Ticket Source button is not showing on the PO screen

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_0_mobile_services 

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When the View3 is set to N in User Password Setup, the Inventory display of pricing is off on Stk1/Stk2 type items

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/I. Password Protection

3. Select Setup

4. Set a User's View3 area to N

5. Select F8. Save

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

1. Select File. User Login

2. Enter Password for user setup above

3. Select I. Inventory

   1. Verify the Pricing text has been shifted up

4. Select the Labor tab

   1. Verify the Pricing text has been shifted up and we have the Kit Cost text

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_3_inventory 

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Core parts are not staying attached to the parent part when back ordered

<<-------------------------------------*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 large number of parts and labor operations

5. Scroll to the first part on the order with a core charge and back order the parent part

6. Select F11. PO

7. Select O. Order

8. Select R. Receive

9. Select F8. Process

10. Yes to add to payables

11. Add an Invoice number and select Ok

12. Return to the order

    1. Verify the Core parts are properly placed back onto 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:  Back ordered parts with fee's not getting back onto the order correctly

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

N/A

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

1. Access the mobile app

2. Log in

3. Select the Work orders tab

4. Open an existing work order that already has parts/service on it

5. Select the Add Parts/Service icon

6. Select the part bubble

7. Add a part to the order that has a Fee and no quantity in stock

8. Save the work order

9. Access PTM Vision and process the Work order and Parts changes from the External Actions menu

10. Access the work order

    1. Verify the Part has been back ordered

11. Select F11. PO

12. O/R/F8. Process

13. Return to the order

    1. Verify the Fee has been properly placed onto the order

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

• Mobile Service: Please Contact Pluss Software for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_0_mobile_services 

APPLICATION: PTM Vision/Tickets

PROBLEM SUMMARY:  Marking a ticket closed from within the edit view does not drop back to read-only

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

N/A

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

1. Access PTM Vision

2. Select T. Tickets

3. Line up on an open ticket and select F4. Edit

4. Select F6. Mark Closed

5. Enter Closed Reason and select O

   1. Verify the ticket is now in Read-only mode and can no longer be edited

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

• Mobile Service: Please Contact Pluss Software for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_4_opening_a_ticket_for_mobile_service 

APPLICATION: PTM Vision/Plussnet/Open Orders

PROBLEM SUMMARY:  When Branch and Warehouse are blank in the app, we are returning parts from all Branches/Warehouses

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

N/A

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

1. Access the mobile app

2. Select the Settings and verify both the Branch and Warehouse fields are blank

3. Log in

4. Either create a new ticket and convert or,

5. Select the Work orders tab

6. Open an existing work order

7. Select the Add Parts/Service icon

8. Select the part bubble

9. Select the Part dropdown

   1. Verify only parts from the Main Branches and Main Branch Warehouses are shown

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

• Mobile Service: Please Contact Pluss Software for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=19_4_using_tickets_in_mobile_services 

APPLICATION: PTM Vision/Tickets

PROBLEM SUMMARY:  Using the Cancel/ESC key from within a newly created Ticket isn't functioning correctly

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

N/A

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

1. Access PTM Vision

2. Select T. Tickets

3. Select F2. New

4. Select the Cancel/ESC button

   1. Verify the Ticket list is shown and a ticket has not been added

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

• Mobile Service: Please Contact Pluss Software for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_4_opening_a_ticket_for_mobile_service