APPLICATION:  PTM Vision 

  

PROBLEM SUMMARY: Open Orders - Clear Key Tag when converting an estimate to a WO or SO 

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

1. Access PTM Vision 

2. Select Services 

3. Select Features 

4. Enter 7,53 in the Search field and submit Enter.   

5. Select the checkbox for 7,53 - Remove Phone/Custom Info during Conversion 

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

1. Select O-Open Orders 

2. Select the E-Estimate Tab 

3. Open an Estimate and Enter a Key Tag number if one isn't already present.  Select OK 

4. On the Open Orders screen, select F6-Options  

5. Select C-Convert.  Select OK 

6. The Converted Order will display, and the Key Tag field has been removed 

 

<<------------*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_