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Home > Release Notes > PTM Vision > 2018 Release Notes > 12/27/2018 - Release Version 2.1.1071
12/27/2018 - Release Version 2.1.1071
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Development Production
Jan 07, 2019
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Summary release notes for 2.1.1071

released on 12/27/2018

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Bug 8595: Bug 8595 - Year End: When the 'Zero quantity sold' checkbox is selected during the Year end process, Vision was not zeroing the quantity for Multi-store inventories

Bug 12099: Bug 12099 - Year End Branch We do not display the dialog message that states that the Year end is complete

Bug 12100: Bug 12100 - Year End (Branch): After Year end is completed in the Branch, we have to exit Vision and reenter Vision in order to no longer see last years data

Bug 12180: Bug 12180 - Open Orders: When closing orders, a progress bar is showing, slowing down the process of closing an order sometimes for 45 to 60 seconds

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.1.1071

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DESCRIPTION: 

Bug 8595 - Year End: When the 'Zero quantity sold' checkbox is selected during the Year end process, Vision was not zeroing the quantity for Multi-store inventories

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Year End: When the 'Zero quantity sold' checkbox is selected during the Year end process, Vision was not zeroing the quantity for Multi-store inventories

 

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

**If Multi-Store Inventories are not being used, no testing is required.

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

  1. Access PTM Vision.

    1. Verify the Year end process is followed correctly; Contact Pluss Support for assistance.

  2. U. Utilities.

  3. K. File Utilities.

  4. H. End of Year Preparation.

  5. When the Year End Operation prompt is shown, check the Zero Quantity Sold on Inventory Items.

  6. Allow the Year end process to complete.

    1. Verify all Year end processes have been completed.

  7. Access I. Inventory.

  8. Select F10. Search and locate an item from a Multi-store inventory

    1. Verify the Quantity Sold field has been zeroed out.

 

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

N/A

 

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

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





 

 

 

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DESCRIPTION: 

Bug 12099 - Year End Branch We do not display the dialog message that states that the Year end is complete

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Year End (Branch): We do not display the dialog message that states that the Year end is complete (You see the popup message at the top that states Year end complete accept Redistribution.

 

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

**If Branching is not being used, no testing is required.

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

  1. Access PTM Vision.

    1. Verify the Year end process is followed correctly; Contact Pluss Support for assistance.

  2. U. Utilities.

  3. K. File Utilities.

  4. H. End of Year Preparation.

  5. Allow the Year end process to complete.

    1. Verify all Year end processes have been completed.

  6. Access A. Accounting.

    1. Verify in the Chart of Accounts, all balances, In/Out, are correct.

  7. Select Services/Branch Manager/Branch Setup and load the branch

  8. Once the Branch is loaded, run the Year end process just as was done in the Main branch.

  9. Allow all Year end processes to complete in the Branch.

    1. Verify a dialog message is shown that states “The year end process is completed.”

 

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

N/A

 

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

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



 

 

 

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DESCRIPTION: 

Bug 12100 - Year End (Branch): After Year end is completed in the Branch, we have to exit Vision and reenter Vision in order to no longer see last years data

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:   Year End (Branch): After Year end is completed in the Branch, we have to exit Vision and reenter Vision in order to no longer see last years data

 

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

**If Branching is not being used, no testing is required.

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

  1. Access PTM Vision.

    1. Verify the Year end process is followed correctly; Contact Pluss Support for assistance.

  2. U. Utilities.

  3. K. File Utilities.

  4. H. End of Year Preparation.

  5. Allow the Year end process to complete.

    1. Verify all Year end processes have been completed.

  6. Access A. Accounting.

    1. Verify in the Chart of Accounts, all balances, In/Out, are correct.

  7. Select Services/Branch Manager/Branch Setup and load the branch

  8. Once the Branch is loaded, run the Year end process just as was done in the Main branch.

  9. Allow all Year end processes to complete in the Branch.

    1. Verify a dialog message is shown that states “The year end process is completed.”

  10. Access C. Customer files.

  11. Select F8. AR

  12. Select F3. Find and clear out any name in the Search field

  13. Select Ok to search

    1. Verify no (p) Paid records are shown.

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 12180 - Open Orders: When closing orders, a progress bar is showing, slowing down the process of closing an order sometimes for 45 to 60 seconds

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Open Orders: When closing orders, a progress bar is showing, slowing down the process of closing an order sometimes for 45 to 60 seconds

 

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

**If not using Preventative Maintenance Module and Units, no testing is required and no functionality has been changed to affect closing orders with Unit information.

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

  1. Access PTM Vision

  2. Select O. Open orders

  3. Select F2. New Order

  4. Enter a Customer account that utilizes Preventative maintenance and has a large amount of open orders.

  5. Select a Unit

  6. Select F7. Print

  7. Select A. Print bill and Close

    1. Verify the order closes without any hesitation or errors.

 

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

  • Preventative Maintenance Module: Please contact Pluss Technical Support for more information

 

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

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

 

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_customer_unit_information


 

 

 

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