Bug 28316 - PTM Vision/Open Orders: If back orders exist and the customer is amended, the BO is not deleted if the part is removed from the order

 

APPLICATION:  PTM Vision/Open Orders 

PROBLEM SUMMARY:   If back orders exist and the customer is amended, the BO is not deleted if the part is removed from the order 

<<-------------------------------------*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. Enter Customer account information 

5. In the Input field, enter an item with no qty in stock 

6. Select Yes to back order 

7. Select F8. Amend 

8. Select the Customer account dropdown and select a different customer 

9. Select Yes to change customer on order 

10. Select Yes to reprice parts 

11. Select No to reprice labor 

12. Select F5. Delete on the back ordered part 

    1. Verify the part is removed along with the corresponding back order 

<<------------*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  

 

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Bug 28353 - Feature 2,23 character length needs to be increased to match Workorder  Category

 

APPLICATION: PTM Vision  

  

PROBLEM SUMMARY:   Bug 28353 - Feature 2,23 character length needs to be increased to match Workorder Category 

 

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

N/A 

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

1. Access PTM Vision 

2. Select Services (U,J,Q) 

3. Select Functions and enter 2,23 in the Search field.  Select Enter 

4. Select the button.  The button field only contains 6 characters.  It needs to match the 15 characters of the Work Order Category field. 

<<------------*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 

 

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Bug 28363 - DOT forms are being emailed with Statements, not Invoices

 

APPLICATION:  PTM Vision  

  

PROBLEM SUMMARY:   DOT forms are being emailed with Statements, not Invoices 

 

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

1. Access PTM Vision 

2. Select U, J, Q 

3. Enter  7,48 and select enter.  Select the button and enter DOT 

4. In 7,49, check the checkbox.  Select OK to save 

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

1. Select C-Customer 

2. Select F10-Search 

3. Select a Customer 

4. Select F7-Print 

5. Select C-Customer Statements 

6. Select A-Automatically Print All Statements 

7. Verify the Tag field is set to Y and select F8-Process 

8. Review the attached documents in email.  Only Invoices are attached 

 

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

Monthly Statements 

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

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

 

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Bug 28476 - PTM Vision-Customer - Printing Statements with 2 BAL FWD wraps text and covers line 2

 

APPLICATION:  PTM Vision  

  

PROBLEM SUMMARY:   Customer - Printing Statements with BAL FWD wraps text and covers line 2 

 

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

N/A 

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

1. Access PTM Vision 

2. Select C-Customer 

3. Select F10-Search  

4. Enter 338-0169 and select Done 

5. Select F7-Print 

6. Select C-Customer Statements 

7. Select A-Automatically Print all Statements 

8. Select F8-Process 

9. The text of "BAL FWD no longer wraps test to the next line 

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