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Getting Help

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1 min readUpdated

Welcome

Welcome to Getting Help

Use this area to find guidance when you need assistance with sales jobs, Projects, purchasing, Warehouse activities, Stock, finance, Accounts, Contacts, or reporting.

Find an Answer

Use the following steps in order:

  1. Search this manual for the task, page, field, or process you need help with.
  2. Review the Help & Troubleshooting pages for common issues, explanations, and resolution guidance.
  3. Consult the guide for your work area, such as Sales, Purchasing, Warehouse, Inventory, Finance, Job Cost, or Job Profitability.
  4. If you still need assistance, contact your own administrator or designated support contact.

The application is available at https://shoteco2.pams.net.

Before You Report a Problem

Collect the following information before contacting your administrator or support contact:

Information to provideWhat to include
PageThe page or work area where the issue occurred.
RecordThe affected record, such as a Sales job, Project, Direct order, RFQ, Buyout, Account, Contact, Stock item, or L/G.
Expected resultWhat you expected the application to do.
Actual resultWhat happened instead.
Error textThe complete error message or warning displayed, if any.
Steps takenThe actions performed before the issue occurred.
Relevant identifiersAny available job number, project number, order number, RFQ number, product code, or account name.

Providing complete information helps the responsible team investigate the issue efficiently.

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Getting Help — Pams V2