APPLICATION: PTM Vision/Open Orders/Search History

PROBLEM SUMMARY:  Allow unit history search with transmission serial numbers

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F10. Search History

4. Enter a Serial Number in the Transmission Serial field  for a Unit that is currently on an Open Order

5. Select Ok

   1. Verify any open orders with the Unit/Serial Number is shown

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=f10__search_history 

APPLICATION: PTM Vision / Mobile Service

PROBLEM SUMMARY:   Customer Account modal - create permission based on Company to view Acct Balance

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

N/A 

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

1. Access PTM Vision 

2. Select Mobile from the File Menu

3. Select Mobile Users

4. Highlight a User and select F4-Edit

5. To allow the user to see the Customers current balance, select the check box.  The default will be deselected

6. Access the Mobile Service Application and Login

7. Select the Work Order Tab

8. Select the down arrow at the top of the screen

9. Select the Icon next to the Customer Account Number.  If the permission is on the Customers current balance will display.  

<<------------*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:  AR/Aging Report: AR Aging drill-down view report links do not work.

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

N/A

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

1. Access PTM Vision 

2. Select C-Customers

3. Select F7-Print

4. Select E-Aging Report

5. Select the Drilldown View checkbox.  Select OK

6. Select a Link on page1

7. On the next page: all of the Links direct to the associated data.

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Mobile Service: Authorization & Approval store Branch as blank in Work_Auth

<<-------------------------------------*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.  

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

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

8. Select the (+) icon to add Parts and Labor.

9. Select the dropdown arrow next to Service. Select a Labor and select the Save icon.

10. Select the (+) icon to start time tracking.  Enter a note for starting Labor.

11. Select the stop Time Tracking icon and add a note for completing the Labor.

12. Select the Authorize or Approve Work Button and sign the form, select Save Signature.

13. Access PTM Vision 

14. Select the External Actions button.  

15. Select F6-Process on all Tickets, Orders, and Work Auth.  When processing  Work Auths, verify the Branch displays as zero.

<<------------*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: Plussnet Rest Api

PROBLEM SUMMARY:  GetTicketDetails includes Ticket Details flagged with mobile_deleted or vision_deleted

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

N/A

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

1. Access the Mobile Service Application

2. Login

3. Select an open Ticket 

4. Select the (+) to add Service or Parts

5. Select the dropdown next to Service or Parts and choose from the dropdown list.  Select the Save Icon.  

6. Access PTM Vision 

7. Select External Actions

8. Select Tickets and select F6-Process on all items in the list.  Select OK to close

9. Select T-Tickets and select the bottom Ticket to open

10. On the Right, highlight the Parts and Labor.  Select the Delete button and confirm with yes.  Select OK to save on both screens

11. Revisit the Mobile Application and retrieve the Ticket that was updated.  The deleted items from Vision should not display.

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

N/A

<<----------------------------*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 

PROBLEM SUMMARY:  Pluss Mail Client/Gmail: Semicolon-separated email lists do not work.

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

N/A

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

1. Access PTM Vision 

2. Ensure that feature 5,92 is enabled and the system is configured to use the Gmail API to send.

3. Select Compose from the Communications Options

4. Select a Customer from the search results

5. Add additional email addresses separated by a semicolon(;)

6. Add a CC and a Bcc email address.  Select Send.

7. All recipients should receive an email and attachments if applicable.

<<------------*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:  Customer - Error encountered when sending FAX via email while Pluss Mail Client is enabled.

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

1. Access PTM Vision 

2. Select C-Customer

3. Select F9-More

4. If Fax is the preferred method of receiving communications, verify the presence of a Fax number and delete the email address

5. If Email is the preferred method of receiving communications, verify the presence of an Email address and delete the email address

6. Select Services/Features.  Verify Features 5,92 and 5,93 are selected 

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

1. Select C-Customer

2. Select F7-Print

3. Select C-Customer Statements

4. Select A-Automatically Print all Statements

5. Select F8-Process.  The default delivery method is used.  If email is selected and only a fax number is available, a fax will be used

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Mail Client/Gmail: Prevent Emails while testing to be delivered to Active Customers

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

N/A

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

Access PTM Vision 

Ensure that feature 5,92 is enabled and the system is configured to use the Gmail API to send.

Select Compose from the Communication Options

Select a Customer from the search results

Add an additional internal (Pluss.net) email address separated by a semi-colin ( ; )

Add a CC and a Bcc email address.  Select Send.

Only the Pluss.net account should receive an email and attachments if applicable.

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

Pluss Mail Client/Gmail Mail Client

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Update Title/ Description of feature 2,22

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 2,22

   1. Verify the Update Feature Title: Prompt For Saving Quoted Price

   2. Verify the Update Description: When an item (Inventory or Non-Inventory) is sold to a customer and the item Selling Price is edited, the system will prompt to save that quoted price for that particular customer. The system will then always try to sell that item to the customer for that edited Selling price. Note: When first getting started and not ready to setup complex pricing tables for your customers, leave this option off.

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

• 2,22: Prompt For Saving Quoted Price

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

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

APPLICATION: PTM Vision/Open Orders/Estimates

PROBLEM SUMMARY:  Ctrl+Enter not working correctly on the Estimate Convert Options 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. Select Ctrl+Enter on the Convert Options window

    1. Verify the Back Order Low Qty Items prompt is shown

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

N/A

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

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