APPLICATION: PTM Vision/DTI Imports

 

PROBLEM SUMMARY:  Error occurring on Import

 

<<-------------------------------------*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 Services/Transfer Options/DTI Import Jobs

5. Select the file to Import

   1. Verify no error occurs and the estimates are imported successfully

 

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

N/A

 

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

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

 

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  When an alternate supplier record is present and Force is set to True, the supplier cannot be changed when editing a PO

 

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

1. Access PTM Vision

2. Select I. Inventory

3. Select an Inventory item currently setup with an Alternate part number

4. Select F4. Edit and set the AutoOrd field to Y

5. Enter an Alternate supplier

6. Select F4. Edit to Save

7. Exit Inventory

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

1. Access P. Purchase orders

2. Select F2. New

3. Select F10. Search and select the Inventory item used in the setup

   1. Verify the Vendor is set to the Alternate Supplier used in the setup

4. Select Ok to save

5. Select F4. Edit and change the Vendor

6. Tab out of the field

   1. Verify the Vendor is changed

7. Select Ok to save

8. Select F4. Edit

   1. Verify the Vendor has stayed as the edited Vendor and has not reverted to the Alternate Supplier Vendor

 

<<------------*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/Utilities

 

PROBLEM SUMMARY:  Add logging to Tax Update (U,J,J,A) if the user declines to update Customers or Open Work Orders

 

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/J. Sales Tax/A. Sales Tax Base % in Other Areas

3. Select Ok on the Options popup

4. Select No on the prompt that states "Would you like to update all customers at XX.XXX with new Sales tax of XX. XXX?"

5. Select No on the prompt that states "Would you like to update open work orders with a tax area of XX with a Sales Tax of  XX.XXX %?"

6. Open the taxupdate.log file located in the Vision directory

   1. Verify the change 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=defaults_for_tax__bookeeping_etc 

 

APPLICATION: PTM Vision/ Mobile Service Application 

 

PROBLEM SUMMARY:  Vendor Invoice: Add in support for freeform Vendor Invoice

 

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

N/A

 

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

PTM Vision 

1. Bug 26106: PTM Vision/Open Orders: Non-Inventory parts sent from the app are not being back-ordered.

   1. Access the Mobile App

   2. Log in and select the Work Orders tab

   3. Open a WO and add a freeform non-inventory item

   4. Save the Work order

   5. Access PTM Vision

   6. Select the External action icon and process the WO and Part changes

   7. Select O. Open Orders

   8. Open the order the part was added to

   9. Part is BO qty on the non-inventory part.

 

2. Bug 26357: Vision: External Actions - Import Ad Hoc Labor opens Non-Stock Parts screen.

   1. Create a New Ticket on the Mobile Service App. 

   2. Convert to a Work Order

   3. Add an ad-hoc Labor item

   4. Add a non-stocking Part

   5. Select the Invoice Dropdown and complete the information

   6. Access PTM Vision

   7. Select External Actions

   8. Import Tickets, Work Orders, Parts/Labor.

   9. All Imported data is processed as expected.

 

3. Bug 26342: Vision: Import Non-stock Parts to Work order does not include description entered on Mobile App.

   1. Access the Mobile Service App.  Login 

   2. Select the Work Orders tab

   3. Open a Work Order

   4. Select the (+) and the Parts radio button

   5. Enter a Part Number

   6. Select the Down Arrow for Vendor Invoice

   7. Enter an Invoice Number, enter or select from the Vendor dropdown, quantity, and cost each.

   8. Enter a Part Description and save

   9. Access PTM Vision 

   10. Select External Actions 

   11. Select each button highlighted in green.  

   12. On the Parts/Labor, select F6-Process, the Manage Non-Stock Parts window displays

   13. Select F4-Pricing.  Enter a Quoted Price

   14. Select F3-Backorder.  Select OK

   15. On Paid Mobile Invoices, select F6-Process and Yes to Start a PO for the Vendor.  Select OK to close.

   16. From the Main Menu, select O-Open Orders, select F8-WO#, and enter the Order Number

   17. Review the Non-Stock Part.  The Description and the Invoice# of the part are displayed in the Description field.

   18. Select F11-PO.  The part in the PO screen includes the description entered on the Mobile Service App

 

4. Product Backlog Item 26307: Vision: need to ensure that if a part in a WO has an associated invoice that needs to be downloaded, the part cannot be deleted.

   1. Access the Mobile Service App.  Login 

   2. Select the Work Orders tab

   3. Open a Work Order

   4. Select the (+) and the Parts radio button

   5. Enter a Part Number

   6. Select the Down Arrow for Vendor Invoice

   7. Enter an Invoice Number, enter or select from the Vendor dropdown, quantity, and cost each.

   8. Enter a Part Description and save

   9. Access PTM Vision 

   10. Select External Actions 

   11. Select each button highlighted in green.  

   12. On the Parts/Labor, select F6-Process, the Manage Non-Stock Parts window displays

   13. Select F4-Pricing.  Enter a Quoted Price

   14. Select F3-Backorder.  Select OK

   15. On Paid Mobile Invoices, select F6-Process and Yes to Start a PO for the Vendor.  Select OK to close.

   16. From the Main Menu, select O-Open Orders, select F8-WO#, and enter the Order Number

   17. Highlight the Part and select F5-Delete.  A message will display advising the Parts have already been ordered and can only be returned to stock.

 

5. Bug 26348: PTM Vision/Vendor Sync: If a Vendor name has a comma, we are not properly escaping causing blank records in the database.

6.  

   1. Access PTM Vision

   2. Select V. Vendors

   3. Add a Vendor with a Name that has a comma in it

   4. Sync the Vendor to the DB

      1. The full Vendor record is added to the database.

 

7. Bug 26459: Vision: Updating Parts with Invoices creates duplicate records in Vision.

   1. Access the Mobile Service App and log in.

   2. Create a new Ticket and convert it to a Work Order

   3. On the New Work Order, select the (+) for Parts and Service

   4. Select the Parts radio button and enter a non-stocking part.  Select the Save Icon.

   5. Go to the Part just entered and select it for editing.

   6. Complete the Invoice fields and select Save

   7. Go to the Part just entered and select it for editing again.

   8. Update or correct the Invoice#.  Select Save.

   9. Access PTM Vision 

   10. Select the green External Actions button

   11. Select and Import Ticket Updates and Work Order Records

   12. Select the Parts and Labor button.   

   13. All updates are received, but not duplicated.

 

8. Bug 26319: PTM Vision/Work Auth: Parse error occurring if error file exists.

   1. Access PTM Vision

   2. Select the External Actions button

   3. Select the Work Authorization button

      1. If an error in the file exists in the folder, the error will be cleared and import the file accordingly

 

9. Bug 26331: Rest Service: Vendor Sync - Run Vendor sync, only 1 record displays in DB & Mobile App.

   1. Access PTM Vision 

   2. Select Commerce Site from the File Menu

   3. Select Utilities/Sync Online Data/Sync Vendor Accounts

   4. All Vendors from Vision are uploaded to the Database and Mobile App

 

10. Product Backlog Item 26355: Rest Api: Add the product fields to the Technicians table and endpoints for license check

    1. Access PTM Vision 

    2. Select Mobile from the File Menu.

    3. Select Mobile Users

    4. Select F2-New and add a New Mobile Service User/Technician

    5. If the total number of Mobile Service users exceeds the amount licensed, a message will display advising to Contact Pluss Software for assistance. 

 

11. Product Backlog Item: 26389: API: Add vendor name field to invoice model

    1. Access the Mobile Service App.  Login 

    2. Select the Work Orders tab

    3. Open a Work Order

    4. Select the (+) and the Parts radio button

    5. Enter a Part Number

    6. Select the Down Arrow for Vendor Invoice

    7. Enter an Invoice Number, enter or select from the Vendor dropdown, quantity, and cost each.

    8. Enter a Part Description and save

    9. Access PTM Vision 

    10. Select External Actions 

    11. Select each button highlighted in green.  

    12. On the Parts/Labor, select F6-Process, the Manage Non-Stock Parts window displays

    13. Select F4-Pricing.  Enter a Quoted Price

    14. Select F3-Backorder.  Select OK

    15. On Paid Mobile Invoices, select F6-Process and Yes to Start a PO for the Vendor.  Select OK to close.  If the Vendor is not found, it can still be assigned in the Purchase Order screen.

 

12. Bug 26504: PTM Vision: When enabling a mobile user to use Mobile Service the setting is not being updated online 

    1. Access PTM Vision.

    2. Select Mobile from the File menu

    3. Select Mobile Users

    4. Select F4-Edit  on any Technician.

    5. Check the Mobile Service checkbox and select OK

    6. Changes sync with the online database.

 

Mobile Service Application

1. Bug 26347: Mobile: Invoice Vendor - Incorrect reference being used for Vendor ID

   1. Access the Mobile Service App.  Login.

   2. Select the Work Order tab

   3. Open a Work Order

   4. Select the Parts radio button

   5. Manually key in a Part Number

   6. Select the Vendor Invoice down arrow

   7. Select a Vendor and note the  Vendor ID.  Add the quantity and Price.  Select Save

   8. Access PTM Vision 

   9. Select External Actions.  

   10. The Vendor codes imported match the codes on Vision.

 

2. Bug 26341: Mobile: Vendor Invoice - Entering a decimal point in the Cost Each field causes the zero to delete and not insert a decimal point

   1. Access the Mobile Service App.  Login 

   2. Select the Work Orders tab

   3. Open a Work Order

   4. Select the (+) and the Parts radio button

   5. Enter a Part Number

   6. Select the Down Arrow for Vendor Invoice

   7. Enter an Invoice Number, enter or select from the Vendor dropdown, and quantity

   8. Enter the Cost Each with a decimal point.  

   9. The Cost Each displays as entered.

 

3. Bug 26421: Mobile Service App: Parts/Labor Pricing displayed is not taking into account Customer Price Matrix

   1. Price Matrix Setup:

      1. Access PTM Vision

      2. Select C. Customer File

      3. Select F11. P Matrix

      4. Select F2. New

      5. Enter an Inventory item, a P-Level, and a Price over or under the original costs

      6. Select Ok to Save 

   2. Mobile Service App:

      1. Access the Mobile app and log in

      2. Select the WO tab and open an existing work order

      3. Select the Add Parts/Labor icon

      4. Select the Part bubble

      5. Select the Part dropdown and add the part setup with the Price matrix

      6. Notice it gets added at Retail and not the matrix setup

      7. Account Type (R/W/F/C/L)

   3. Price Matrix Setup:

      1. Access PTM Vision

      2. Select C. Customer File

      3. Select a Customer and set the Account Type to L for List pricing

   4. Mobile Service App:

      1. Access the Mobile app and log in

      2. Select the WO tab and open an existing work order

      3. Select the Add Parts/Labor icon

      4. Select the Part bubble

      5. Select the Part dropdown and add a part

      6. Notice it is added at Retail and not List

 

4. Product Backlog Item 26168: Mobile App: Ability to add a non-stock part with base description, cost, vendor name, and invoice number to automate BO creation in Vision

   1. Access the Mobile Service App.  Login 

   2. Select the Work Orders tab

   3. Select the (+) in the Service/Parts section.  

   4. Select the Parts radio button

   5. Add the part to the work order.

   6. Select the Invoice Information dropdown

   7. Enter the purchase invoice number

   8. Select a vendor from the Vendor list, or free type in a non-existent vendor name (napa, carquest, etc).

   9. Enter the qty purchased

   10. Enter the cost of the part

   11. The Mobile app creates the non-stock part entry and the Invoice associated 

   12. Access PTM Vision 

   13. Select External Actions and import the Work Order, Parts and Labor, and Paid Mobile Invoice record updates

   14. The non-stock part will be automatically created in the Work Order screen as a Backorder and the Purchase Order screen as Ordered through the Vendor.

 

5. Bug 26410: Mobile: Invoice Model - updating causes saving errors

   1. Access the Mobile Service App

   2. Select the Work Order tab

   3. Open a Work Order

   4. Select the (+) to add Parts

   5. Ken in a Part Number and quantity

   6. Select the Vendor Invoice Dropdown

   7. Add an Invoice#

   8. Enter or select a Vendor from the Vendor dropdown.

   9. Enter a quantity, the cost per item, and a description.  Select Save.

   10. Select the Part to open the Details screen.  

   11. Update a field and select save.    

   12. The Edit Part Information was successful message displays

 

6. Bug 26330: Mobile: Create Invoice - Only 1 invoice will save without wiping data & restarting

   1. Access the Mobile Service App, Log in

   2. Create a Ticket and convert it to a Work Order

   3. Select the (+) to add Parts and Labor

   4. Select the Parts radio button and enter a part number

   5. Select the Vendor Invoice dropdown arrow

   6. Enter the Invoice#

   7. Select the Vendor dropdown arrow and search for Vendors

   8. Enter the quantity

   9. Enter the Cost and a description.  Select Save.  A message that a Parts Detail has been created

   10. Select the (+) to add another Part

   11. Select the Parts radio button and enter a part number

   12. Select the Vendor Invoice dropdown arrow

   13. Enter the Invoice#

   14. Select the Vendor dropdown arrow and search for Vendors

   15. Enter the quantity

   16. Enter the Cost and a description.  Select Save.  

   17. Part Update was Successful message displays.

 

7. Bug 26286: Mobile App:  Navigation back issue when adding a labor/part to the WO detail

   1. Access the Mobile Service App, Login

   2. Create a Ticket and convert it to a Work Order

   3. Select the (+) to add Parts and Labor

   4. Select the Parts radio button and enter a part number

   5. Select the Vendor Invoice dropdown arrow

   6. Enter the Invoice#

   7. Select the Vendor dropdown arrow and search for Vendors

   8. Enter the quantity

   9. Enter the Cost and a description.  Select Save.  A message that a Parts Detail has been created

   10. Select the (+) to add another Part

   11. Enter or select from the Parts dropdown and select Save.  

   12. Select the Back button.  The user is directed to the Work Order screen as expected.

 

8. Product Backlog item 26396: Mobile App:  Wire up customer & unit display modal views for WO detail.

   1. Access the Mobile Service App

   2. Select the Work Order tab

   3. Open a Work Order

   4. Select the Person Icon below the Customer Account label

   5. The Customer Detail screen displays.  Select the Close button.

   6. Select the Car icon below the Unit section.  The Unit Details screen displays.  Select Close.

 

9. Product Backlog Item 26299: Mobile App: Add modal view to update/edit Part Invoice information.

   1. Access the Mobile Service App

   2. Select the Work Order tab

   3. Open a Work Order

   4. Select the Part Number in the Service/Parts section.  The Edit Part Information screen displays the Part selected.  Add, Remove, or Modify the Part.  Select Save or Cancel to ignore updates.

 

10. Product Backlog Item 26353: Mobile: Only allow a Technician to log in if they are configured to use the app

    1. Access PTM Vision 

    2. Select Mobile from the File bar.

    3. Select Mobile Users.  Highlight an existing Mobile User and F4-Edit

    4. Uncheck the Use Mobile Service checkbox and select OK.

    5. Select OK on the Mobile Technicians screen to save.

    6. Access the Mobile Service Application.  Attempt to login as the Mobile Technician just deactivated.

    7. Unauthorized User message displays.

 

11. Product Backlog Item: 26430: Mobile Service: Make pre-entered fields more easily replaceable.

    1. Access the Mobile Service App.  Login 

    2. Select the Work Orders tab

    3. Open a Work Order

    4. Select the (+) and the Parts radio button

    5. Enter a Part Number

    6. Select the Down Arrow for Vendor Invoice

    7. Enter an Invoice Number, enter or select from the Vendor dropdown, quantity, and cost each.

    8. Enter a Part Description and save

    9. Each field requiring updating should select the full field length for editing and no more deleting.

 

12. Product Backlog Item: 26415: Mobile App:  Work Auth/Approval Show Desc of Repair work done.

    1. Access the Mobile Service App.  Login. 

    2. Select the Work Orders tab.

    3. Select the (+) in the Service/Parts section.  

    4. Select from the Labor dropdown and add a Labor item to the Work Order. Select Save.

    5. Select the Parts radio button and select from the Labor dropdown and add a Labor item to the Work Order. Select Save.

    6. Select the Authorize Work or Approve Work button.

    7. Below the Signature field, the Service/Labor descriptions will display.

 

13. Bug 26507: Mobile Service App: Multi-tech window not closing at times and displaying the logged in tech if not in the proper case.

    1. Access the Mobile Service Application.  Login.

    2. Create new Ticket

    3. Add description

    4. Add free-form unit

    5. Leave customer as a 2 account

    6. Click Ok on Ticket created prompt

    7. Open the Ticket again

    8. Click Convert to Work Order

    9. Click Submit on the Convert to Work Order prompt

    10. Select the current Tech and any other Techs

    11. Click Ok on the Convert Ticket success prompt

    12. Click Submit on the Assign Techs prompt

    13. Select No to save the changes to the Ticket

    14. Not sure if this is supposed to show up either

    15. The Assign Techs prompt is still showing and the loading spinner is still there

 

14. Bug 26530: Mobile: Add or Edit Part Info screen - Save/Cancel does not display on some devices (MOTO/Samsung Tablet)

    1. Access the Mobile Service App.  Login 

    2. Select the Work Orders tab

    3. Open a Work Order

    4. Select the (+) and the Parts radio button

    5. Enter a Part Number

    6. Select the Down Arrow for Vendor Invoice

    7. The Save and Cancel buttons display on the bottom of the page.

 

15. Bug 26500:   Mobile Service App: Duplicate work orders displayed if Vision changes are processed before the Work order details are saved.

    1. Access the app and open an existing mobile work order

    2. Select the Add Part/Service icon

    3. Select the Part bubble

    4. Select the Part dropdown and add a part

    5. Select the Save icon to add the part

       1. Stay where you are in the app at this point; should be the work order details window

    6. Open Vision and process the work order change and then the parts/labor

    7. Wait for files to sync

    8. Go back to the app and select the Save button in the app

    9. No duplicates are created.

 

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

N/A

 

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

TBD