APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Clicking between parts on an order not always updating Pricing toolbar correctly

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select an existing order with parts

   1. Take note of the prices shown in the toolbar

4. Click between the parts on the order

   1. Verify the Prices are correct

<<------------*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_1_open_orders 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  External Actions: The entry disappears if an error occurs when importing a Mobile Service Work Auth record via the External Actions

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

N/A

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

1. Access PTM Vision

2. Open the External Actions menu

3. Click on the Work Authorization button

4. Select F6-Process on the Work Auth record

5. If an error occurs, the transaction does not move to History

<<------------*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/Open Orders/Vehicle Sales

PROBLEM SUMMARY:  Deleting parts vehicle causes multiple trade in vehicles in the inventory with same line code and part number

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

N/A

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

1. Access PTM Vision

2. Select O. Open Order

3. Select the Vehicle Sales tab

4. Select F2. New

5. Enter Customer account information

6. Select F6. Options/M. Vehicle Sales

7. Select F10. Search and add a Unit to sell

8. Enter a Used Unit Stock number for Trade-In

9. Select F8.  Process

10. Select F5. Delete on each of the items that were added to the order

11. Select F6. Options/M. Vehicle Sales

12. Select F10. Search and add the same Unit again

13. Enter the same Used Unit Stock number for Trade-In

14. Select F8.  Process

15. Exit the order

16. Select I. Inventory

17. Select F10. Search and enter the Trade-In unit

    1. Verify only one trade-in unit has been added to inventory

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

• Vehicle Sales Module: Please Contact Pluss Software for More Information

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Gmail client: Issue with the attachments.

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

N/A

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

1. Right-click the Vision icon and select Run as Administrator.  

2. Select Service, Account / Software Utilities

3. Select Verify Libraries

4. Select C-Customer

5. Select F10-Search.  Enter an Account Number or Customer Name and select Done

6. Select F7-Print and F-View Electronic Documents

7. Go to the bottom of the records and select E-Email Fax

8. Add a message, if necessary in the Body of the email and select Send.

9. A message will display and if necessary an Internet browser.  Log in to your Gmail account and enable Pluss Software LLC to send emails on your behalf.

10. A confirmation message will display and the email will be sent and the attachment will be named based on the Work Order or Document type from Vision.

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Reports: RCJW report only pulling the main branch

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

N/A

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

1. Access PTM Vision 

2. Select R-Reports

3. Select C-Income/Recevibles

4. Select W-Format Change

5. Select J-Print Tax Spread from Date to Date

6. Enter the From Date and To Date.  Select OK

7. Select Yes for Summary Report

8. Report totals Labor from each Reporting Tax Area displayed

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

N/A

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

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

APPLICATION: PTM Vision/Aurora Viewer/Gbom

PROBLEM SUMMARY:  Viewer sometimes crashes silently on launch

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

N/A

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

1. Access PTM Vision

2. Select the Aurora icon from the Vision sidebar

   1. Verify the webpage is successfully loaded

3. Exit the webpage

4. Select O. Open Orders

5. Select F2. New

6. Enter an Aurora customer account

7. Select F6. Options/3. Aurora/Launch GBOM

   1. Verify the webpage is successfully loaded

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

• Aurora GBOM: Please Contact Pluss Software for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_0_integrations 

APPLICATION: PTM Vision/Tickets

PROBLEM SUMMARY:  F9 Link WO does not link the work order or properly close the Ticket

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

N/A

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

1. Access PTM Vision

2. Select T. Tickets

3. Select F4 Edit on an existing Ticket

4. Select F9. Link WO

5. Line up on an existing WO and select Ok

6. Enter the Closing Reason and select Ok

7. Select Ok to leave the Read-only ticket

   1. Verify the Ticket is closed and now linked to the Work Order

<<------------*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 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  UI Config: Choose Button references property VisionConfig.GetGlobalFontBold which does not exist

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

N/A

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

1. Access the Mobile Service Application

2. Log In

3. Select the (+) icon to create a new Ticket

4. Enter a Description 

5. Select the down arrow next to the Customer Account field.  Select a Customer that has exceeded their Credit Limit.  

6. Add a Service Location and a Unit.  Select Save.

7. Reopen the Ticket and select Convert to Work Order.

8. Access PTM Vision 

9. Select the External Actions button.  

10. Select Ticket Updated.  The import completes without errors.

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

N/A

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

N/A

APPLICATION: PTM Vision/Estimates

PROBLEM SUMMARY:  When converting an estimate, we are allowing converts to closed orders

<<-------------------------------------*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 F2. New

5. Select A. Work Order

6. Enter Customer account information

7. In the Input field, enter an item or labor op

8. Exit the Estimate

9. Select F6. Options/C. Convert

10. Change the Work Order number to a Closed order and select Ok

    1. Verify a prompt is shown that states "Order XXXX is already closed. Please choose an open or new order number to convert to"

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

N/A

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

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

APPLICATION: PTM Vision/Estimates

PROBLEM SUMMARY:  When converting an estimate, it is possible to add to a closed order if the esc key or X is used to close the convert details window

<<-------------------------------------*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 F2. New

5. Select A. Work Order

6. Enter Customer account information

7. In the Input field, enter an item or labor op

8. Exit the Estimate

9. Select F6. Options/C. Convert

10. Change the Work Order number to a Closed order and select Ok

    1. Verify a prompt is shown that states "Order XXXX is already closed. Please choose an open or new order number to convert to"

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

N/A

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

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

APPLICATION:  PTM Vision 

PROBLEM SUMMARY:  Orders: Orders.OP_Type is frequently used in UPDREC but does not exist in that context

<<-------------------------------------*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 an Account# 

5. Add Parts and Labor in the I-Input field

6. Select Alt-F7 for Print/Bill and Close

7. Process a Payment Option.  Order closes and creates appropriate receipts

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

N/A

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

No changes visible to Vision users

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Change verbiage on F7 Print to reflect Shop Time Manager

<<-------------------------------------*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 F7. Print/B. Utilities/M. Edit View Time-Timeclock

   1. Verify the verbiage has been updated to Shop Time Manager on the menu item and also title header

<<------------*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 

APPLICATION: PTM Vision/Tickets

PROBLEM SUMMARY:  Closing note not always getting added to the closed Ticket Description

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

N/A

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

Scenario #1 (F6. Mark Closed from Ticket Details):

1. Access PTM Vision

2. Select T. Tickets

3. Open an existing Ticket

4. Select F6. Mark Closed

5. Enter a Closing Reason

   1. Verify the note has been added to the Ticket description

Scenario #2 (F9. Link WO)

1. Access PTM Vision

2. Select T. Tickets

3. Open an existing Ticket

4. Select F9. Link WO

5. Select a WO to link

6. Enter Closing Reason

   1. Verify the note has been added to the Ticket description

Scenario #3 (F12. Convert)

1. Access PTM Vision

2. Select T. Tickets

3. Open an existing Ticket

4. Select F12. Convert

5. Enter Closing Reason

   1. Verify the note has been added to the Ticket description

Scenario #4 (F6. Mark Closed from Tickets grid)

1. Access PTM Vision

2. Select T. Tickets

3. Select F6. Mark closed

4. Enter a Closing Reason

5. Select F11. View and open the just closed ticket

   1. Verify the note has been added to the Ticket description

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

• Mobile Service Application: 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