APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  PTM Vision/Open Orders: Add ability to view and access attachments on orders

<<-------------------------------------*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 attachments

   1. Verify an Attachments button is shown

   2. Verify the Attachments button displays an accurate count of the attachments

4. Select the Attachments button

   1. Verify all attachments are displayed

   2. Verify all attachments can be accessed

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

• EDM Module: Please Contact Pluss Software for More Information

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Printer area not reset after label printed

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

N/A

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

Access PTM Vision

Select I. Inventory

Select F7. Print and select any Label Size option

Once the label is printed, exit Inventory

Select O. Open Orders

Select an existing order with labor/parts

Select F7. Print/B. View/Print Copy - Verify the Invoice shown is the full invoice and not the size of the previously printed label

<<------------*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/Customer File

PROBLEM SUMMARY:  Customer Name can be changed to blank, causing issues in AR, etc.

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

N/A

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

1. Access PTM Vision

2. Select C. Customer file

3. Select F4. Edit on an existing customer

4. Remove the Customer name

5. Tab away from the field

   1. Verify the Name field is replaced and the customer cannot be saved without the Name field being filled in

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

N/A

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

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

APPLICATION: PTM Vision/Partseye

PROBLEM SUMMARY:  Add ability to report lost sales

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

N/A

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

1. Access PTM Vision

2. Select Services/Integrations/Partseye/Upload Inventory

3. Select Yes to the prompt that states "Do you want to recalculate open and ordered quantities, this may take several minutes?"

   1. Verify in the partseye request log that the Lost Sales have been sent

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

• Partseye Integration: Please Contact Pluss Software for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_7_partseye_integration_vmi 

APPLICATION: PTM Vision/Customer File/Customer 

PROBLEM SUMMARY:  Custom fields setup in Unit Information not saving information past the 4th custom field

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/P. Setup Default City-State-Zipcodes/Work order Dept./E. Setup Custom Unit Fields

   1. Verify only 4 entries are available for customization

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY:  PTM Vision/Customer File/Units: Wrong mileage order shown when searching unit history

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search and enter RCMT

4. Select CTRL+U. Units

5. Line up on unit 144 and select F6. Options

6. Select A. Search History

7. Line up on the MILEAGE Wo and select F8. Source

   1. Verify the correct work order and unit are shown

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Shop Time Manager: Enforce a Group/Subgroup Matrix

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

N/A

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

1. Access PTM Vision

2. Select File and select Shop Time Manager

3. Select a Tech

4. Select the Group Tab

5. Add one or more groups if none exist

6. Click a group to enter the subgroup

7. Add one or more subgroups

8. Duplicates are prevented and Sub-Group numbering is sequential

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

N/A

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

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