APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  It's possible to close an incorrect order by clicking on the open order grid while closing an order

<<-------------------------------------*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, enter an Inventory item or Labor Operation

6. Select Alt+F7. Print Bill and Close

7. Select C. Pay by CC

8. Enter CC information and select Ok

9. During the closing process, click on a different order in the Open Orders grid

10. Once the process has completed, select C. Customer

11. Select F7. Print/F. View Electronic Documents

    1. Verify the EDM document created is for the correct order and amount and does not contain any information from the order that was selected from the grid

<<------------*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/Purchase Orders

PROBLEM SUMMARY:  Check for auto-order alternate part numbers when a PO is ordered

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Select F10. Search and add an Inventory item setup with an Alternate supplier/part

5. Select Ok to add to order

6. Select O to order

   1. Verify if the AltNo field was blank, it has been properly filled in with the correct Part number

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Change External Actions menu to "consolidate" multiple entries for the same record

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

N/A

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

1. Access the Mobile Service Application.  Login

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

3. Add multiple Parts and Labor to the Work Order.  

4. Record Time on the Labor Operation and save

5. Save the Work Order

6. Access PTM Vision 

7. Select the External Actions button

8. Select Ticket Updates.  There should only be one entry per reference number displayed.  Select F6-Process and OK to close the window.

9. Select WorkOrder Records.  There should only be one entry per reference number displayed.  Select F6-Process and OK to close the window.

10. Select Parts and Labor.  There should only be one entry per reference number displayed.  Select F6-Process and OK to close the window.

11. Continue with the highlighted buttons

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_2_mobile_service_settings_and_maintenance_in_ptm-vision

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Reports- AP Aging Detail Report links do not work

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

N/A 

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

1. Access PTM Vision 

2. Select A-Accounting 

3. Select B-Accounts Payable

4. Select F7-Print

5. Select I-Aging AP GL#

6. Select the Drilldown View checkbox.  Select OK

7. Select a Link on page1

8. The links on the subsequent pages display a message that the Customer Record cannot be found.

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

N/A 

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Accounts Receivable/Reporting: Error encountered when the AP aging report is run before customers are loaded.

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

N/A

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

1. Access PTM Vision 

2. Select C-Customer

3. Select F10-Search.  Enter an Account Number/Customer Name and select Done

4. Select F8-AR

5. Select F7-Trans

6. Select B-Aging Report

7. Select the checkbox for the Drilldown View.  Select OK

8. The Report displays will all links active

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Qfeature 1,22 has TimeClock listed in description instead of STM/Shop Time Manager

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. In the Search field, enter 1,22 and press enter

   1. Verify the Description has been updated to reflect Shop Time Manager instead of Timeclock

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

• 1,22: Show as Grey

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  New Ticket - when a work_order_tech record is created, it should always be generating a new work_order_tech_guid for that record

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

N/A

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

1. Access PTM Vision

2. Select T-Ticket

3. Select F2-New

4. Select F10-Find Customer

5. Enter the Account Number or Name.  Select Done

6. Select a Unit Number from the Unit dropdown 

7. Select a Technician from the Technician dropdown

8. Enter a Description and select OK to Save

9. Open the Ticket again and select F12-Convert

10. A new Work Order is created, but there is no work_order_tech_guid assigned

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

N/A

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

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