APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay - Credit Card fee applied to Cash/Check deposits upon Print/Close with Credit Card.

<<-------------------------------------*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. Add an Account Number

5. Verify the Terms are Cash

6. Add Parts and Labor to the I-Input section

7. Select F6-Options

8. Select C-Deposit Utility/A-Create a Deposit

9. Enter a Memo, Deposit Amount, and Payment type of Cash or Check

10. Select OK.  Select No to Print a Receipt

11. Select Alt F7-Print Bill/Close

12. Select C-Pay by Credit Card.  The Credit Card Fee is only charged on the Credit Card amount Paid and not the total amount paid.

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_2_17_11_credit_card_fee

APPLICATION: PTM Vision/Open Orders/Labor Operation

PROBLEM SUMMARY:  Prompt to move hours no longer shown unless original tech is reentered

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Open an existing order with Labor operations on it

5. Select F4. Edit

6. Change the Assigned Tech

7. Say No to move hours

8. Change the Tech again

   1. Verify the prompt to move hours 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=labor_codes 

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  Error occurs when trying to do a grid search on feature 1,57

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 1,57

4. Open the feature and right-click on a column header

   1. Verify no error occurs and the search functionality has been disabled

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

• 1,57: Remote Branch Syncing Field List for Inventory

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Disable ability to modify fields when printing empty po

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a PO with no PO# assigned

4. Select F7. Print/A. Print PO#

5. Select Yes to the print empty dialog message

   1. Verify the only available options are as follows: Print Costs, Print Reference, Print Bin Locations, and Group Parts

<<------------*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/Features

PROBLEM SUMMARY:  Add Admin password to Pluss Payment Setup

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

N/A

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

1. Access PTM Vision

2. Select Services/Features

3. Enter 5,78

4. Add a Password and select Ok to save

5. Select Services/Pluss Payment Setup

   1. Verify all setup processes are now password protected

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

• 5,78: Admin Password for Pluss Payments

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

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

APPLICATION: PTM Vision/Scheduler

PROBLEM SUMMARY:  Scheduler items missing after closing order

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

N/A

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

1. Access PTM Vision

2. Select S. Scheduler

3. Select F4. Edit on an existing Scheduled item

4. Select F2. New

5. Select a Customer

6. When the order is shown, print a Shop copy

7. Select Alt +F7. Print Bill and Close

8. Select Ok to close the scheduled item

   1. Verify the schedule is still shown and has not been removed from the Schedule

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

N/A

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

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

APPLICATION: PTM Vision/Shop Time Manager

PROBLEM SUMMARY:  Floating Jobs allowing multiple logins when feature is off

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

N/A

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

1. Access PTM Vision

2. Select File/Shop Time Manager

   1. Verify the setting to allow techs to login to multiple jobs is set to No

3. Select a tech

4. Select a WO and login to a job

5. Select the Job Codes Tab

6. Select the Job Floating button

7. Select the same tech you are logged in with

8. Select Ok to the You are already logged in prompt

   1. Verify another time clock login has not been recorded and a prompt is displayed that states "Because Shop Time Manager is configured not to allow logging into more than one job at a time, the 'Job Floating' feature has been disabled."

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

• 5.32: Allow multiple techs to be assigned to jobs

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

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