APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders: Itrans quantities incorrect when pulling parts before closing the order

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

N/A

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

1. Access PTM Vision 

2. Select C-Customers

3. Search for a Customer with Closed Orders and select

4. Enter CTRL/H - History

5. Set the date range to one that will include previously closed orders

6. Align to a closed order

7. Select F8-Source to open the order

8. Click the Open Orders button to force the open orders window open/focus

9. Select F2-New to start a new order

10. Click on the input area on the new order (immediately without touching anything else)

11. Add a part that is in stock.

12. Note that the QTY on the order can populate initially with a qty that is not 1

13. Change the QTY on the order to 1 or 0

14. Pay the Order to have the parts pulled from the Inventory

15. Select I-Open inventory

16. Select F7-Print

17. Select R-Transactions

18. Set the date range to today and leave the part number as the part you just added to the order

19. The order in focus should be pulling parts, and the qty reduced in inventory.

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Moving a Labor Operation to a new order that was assigned a Tech in the Tech list causes a guid to be placed in the Tech List field

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

5. Enter Customer account information

6. Exit the order

7. Select F2. New

8. Enter Customer account information

9. In the Input field, enter a Labor operation

10. Add some hours and a Tech

11. Select F4. Edit and select the Tech List dropdown

12. Assign a couple techs

13. Select Ok to exit the Labor op

14. Select Ctrl+X to mark the operation

15. Select Alt+F2 to move the item

16. Enter the order number from the first order that was created in step 2

17. Do not check the box to remove the item

18. Exit the existing order and open the other order

19. Select F4. Edit on the Labor op

    1. Verify the Tech listed is still correct

<<------------*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

PROBLEM SUMMARY:  Hotkeys are active for menu when they should not be

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

N/A

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

1. Access PTM Vision

   1. Verify the only available menu items are Open orders, Tickets, Find, and Scheduling

   2. DO NOT login to a user

2. Select the Hotkey U

   1.  Verify Utilities does not open

   2. Verify clicking on the menu items does not open them

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Add additional error files to Clear Error files tool

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

N/A

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

1. Access PTM Vision

2. Select Services/Plussnet Options/Clear Service Error Files

   1. Verify all error files are removed by accessing the appropriate Services folder in the Vision directory

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

• Pluss Commerce

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PTM Vision/Inventory

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F4. Edit on an item

4. Right-Click on the Image pane

5. Add an Image

6. Select F4. Edit

7. Select F5. Delete

8. Select Yes to the next 2 prompt

   1. Verify the image is not showing on the next item in Inventory

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:   Issue with Font Size

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select an order that has a Unit attached

4. Select F8. Amend

   1. Verify all the text size matches

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

N/A

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

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