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
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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*----------------------->>
Access PTM Vision.
Verify the Year end process is followed correctly; Contact Pluss Support for assistance.
U. Utilities.
K. File Utilities.
H. End of Year Preparation.
When the Year End Operation prompt is shown, check the Zero Quantity Sold on Inventory Items.
Allow the Year end process to complete.
Verify all Year end processes have been completed.
Access I. Inventory.
Select F10. Search and locate an item from a Multi-store inventory
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
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*----------------------->>
Access PTM Vision.
Verify the Year end process is followed correctly; Contact Pluss Support for assistance.
U. Utilities.
K. File Utilities.
H. End of Year Preparation.
Allow the Year end process to complete.
Verify all Year end processes have been completed.
Access A. Accounting.
Verify in the Chart of Accounts, all balances, In/Out, are correct.
Select Services/Branch Manager/Branch Setup and load the branch
Once the Branch is loaded, run the Year end process just as was done in the Main branch.
Allow all Year end processes to complete in the Branch.
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
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*----------------------->>
Access PTM Vision.
Verify the Year end process is followed correctly; Contact Pluss Support for assistance.
U. Utilities.
K. File Utilities.
H. End of Year Preparation.
Allow the Year end process to complete.
Verify all Year end processes have been completed.
Access A. Accounting.
Verify in the Chart of Accounts, all balances, In/Out, are correct.
Select Services/Branch Manager/Branch Setup and load the branch
Once the Branch is loaded, run the Year end process just as was done in the Main branch.
Allow all Year end processes to complete in the Branch.
Verify a dialog message is shown that states “The year end process is completed.”
Access C. Customer files.
Select F8. AR
Select F3. Find and clear out any name in the Search field
Select Ok to search
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
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*----------------------->>
Access PTM Vision
Select O. Open orders
Select F2. New Order
Enter a Customer account that utilizes Preventative maintenance and has a large amount of open orders.
Select a Unit
Select F7. Print
Select A. Print bill and Close
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