APPLICATION: PTM Vision/Inhouse Orders

PROBLEM SUMMARY:  When prompted to add a vehicle to the order, if you enter a value and press enter, we are not searching the inventory

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Select the Refer dropdown

5. Select E. Inhouse Part Number

6. Enter a 3 character line code and press enter

   1. Verify the Inventory Search 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=inhouse_purchase_orders_vsm 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Open Orders - C0000005 error occurred selecting an Order

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

N/A

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

1. Access the Mobile Service Application and Log in

2. Select the (+) on the Tickets screen

3. Enter a Description,

4. Select a Customer from the Dropdown.  

5. Select a Location from the dropdown and select the Save icon

6. Access PTM Vision

7. Select the External Actions button

8. Select Update Tickets and F6-Process or F7-Process all.  Select OK and Close the External Actions window

9. Select T-Tickets

10. Open a Ticket with your Mobile Technician assigned

11. Select F12-Convert and Yes to Convert the Ticket

12. Select OK to approve the note provided

13. The Open Order opens.  Select OK to Save

14. Access the Mobile Service Application

15. Select the Work Orders tab.  The New Order should be displayed at the top.  Select the Order and add Parts and or Labor.  Select Save

16. Access PTM Vision

17. Select the External Actions button

18. Select  Work Orders and F6-Process or F7-Process all.  Select OK and Close the External Actions window

19. Select O-Open Orders.  Open the Order just imported, it should be highlighted.  Errors no longer occur.

<<------------*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 Grid

PROBLEM SUMMARY:  After closing an order, doing a grid search that contains a sidebar hotkey fails

<<-------------------------------------*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 or create a new one

4. Select Alt+F7. Print Bill and Close

5. Right-click on the Status column

6. Enter any Sidebar Hotkey (O/I/P, etc)

   1. Verify the sidebar is not opened and the grid search is completed successfully

<<------------*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_screen_ 

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  When a non-inventory part is added to Inventory from a PO and freight is included in the Cost of the item, the inventory margins are incorrect

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory part number, description, cost and vendor

5. Select Ok

6. Select O to order

7. Select R to enter receiving mode

8. Select Ctrl+F. Freight

9. Select a freight

10. Enter an Incoming cost

11. Select F8. Process

12. When prompted, say Yes to add the freight to the Cost of the item

    1. Take note of the Margins that are shown

13. Access I. Inventory

    1. Verify the margins and cost for the Inventory item added 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=inventory_ 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Purchase Orders: F3 search in POs can be used to filter out all records, potentially causing subsequent issues

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

N/A

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

1. Access PTM Vision 

2. Select P-Purchase Orders

3. Select F3-Search

4. Perform a search that results in no records showing on the PO grid

5. Use Page Up/Down or Arrow keys to realign the PO grid

6. Message prompts No results were found for your search.

<<------------*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/Inventory:

PROBLEM SUMMARY:  When feature 3,47 is set to 'S' and a non-inventory part is added to Inventory from a PO, we prompt to add selling cost to the part but do not, regardless of prompt answer

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Select F2. New

4. Enter in a Non-Inventory part number, description, cost and vendor

5. Select Ok

6. Select O to order

7. Select R to enter receiving mode

8. Select Ctrl+F. Freight

9. Select a freight

10. Enter an Incoming cost

11. Select F8. Process

12. When prompted, say Yes to add the freight to the Cost of the item

    1. Note that freight was not added to the cost of the item

13. Access I. Inventory

    1. Verify the Freight has been added to the Cost of the item

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

• 3,47: Add Freight to Selling Price of Parts

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

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