44
APPLICATION: PTM Vision
PROBLEM SUMMARY: Order Summary by Customer report displays asterisks if 6 digits +.00
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select R-Reports
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Select F-Order Reports
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Select B-Report by Date. Enter 1/1/2025 - Today's date
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Select A-Work Order Open Date
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Select P-Preview
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Select P-Summary by Customer
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The Labor, Labor Net and Total display up to 9 Million
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
APPLICATION: PTM Vision
PROBLEM SUMMARY: Custom Forms - Add GVW (vehicle weight) to custom invoice forms
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select U-Utilities
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Select J-System Setup
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Select H-Form Setup
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Select C-Order Setup
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Select Form ID 16 and select F4-Customize
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Select the GVW field. Right click and select Properties
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Enter the following in the Expression field. XFIELD('CUSTUNIT',1,WO->ACCOUNT+WO->UNIT,'GVW')
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Select OK and Save. Do the same for Form ID 23
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: Inventory qty incorrect after processing a PO from a PO/SO Transfer
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
- Access PTM Vision
- Select Services/Branch Manager/Branch Setup
- Select F8. Load Branch
- Select P. Purchase Orders
- Select F2. New
- Select an Inventory item
- Select the Vendor setup to send PO’s to the Main Branch
- Select O. Order to assign a PO number
- Select F7. Print/A. Print Current PO #
- Select Yes to send PO to the Main store
- Return to the Main branch and process the Sales order
- Return to the Branch
- Select P. Purchase Orders
- Line up on the Main store PO and select R. to Receive
- Select F8. Process
- Exit Purchase orders
- Select I. Inventory
- Search for the part ordered
- Select the Qty button
- Verify the quantity has not been increased twice after processing the PO
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
