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Home > Release Notes > PTM Vision > 2019 Release Notes > 03/29/2019 - Release version 2.1.1083
03/29/2019 - Release version 2.1.1083
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Development Production
Apr 30, 2019
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Summary release notes for 2.1.1083

released on 3/28/2019

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Bug 6089: Bug 6089 - Reporting: GL detail report cuts off detail field

Bug 8115: Bug 8115 - Pluss Corporation has removed the ability for Customers to access the Command Utility from the Services/Account Software Utilities/Command Interface (Ctrl+F1)

Bug 11548: Bug 11548 - AURORA: After minimizing the Aurora window, and clicking the Aurora icon in Vision again, the Aurora window does not display correctly

Bug 11889: Bug 11889 - Open Orders: When changing the Taxable status on an Open order, we are not logging the change correctly

Bug 11892: Bug 11892 - Customer File: Ctrl+R (Recurring Billing) shows Reoccurring instead of Recurring

Product Backlog Item 11971: IIF payroll import

Bug 13355: Bug 13355 - Customer File: Editing a current year deposit throws a message that it's a prev year record

Bug 13416: Bug 13416 - Remove Century.ON File requirement. Dates are in format (03/22/19) instead of 2019

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.1.1083

 _______________________________________________________________

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DESCRIPTION: 

Bug 6089 - Reporting: GL detail report cuts off detail field

APPLICATION: PTM Vision/Accounting

 

PROBLEM SUMMARY:  GL detail report cuts off detail field

 

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

N/A

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

  1. Access PTM Vision

  2. Select A. Accounting System

  3. Select D. Chart of Accounts

  4. Line up on the Inventory GL account

  5. Select F8. Detail

  6. Select F7. Print

  7. Enter a valid date range and select Ok to create the report

    1. Verify any entry with a value of more than 15 characters in the Reference field are showing all 15 characters available and not truncating the data

 

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

N/A

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

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


 

 

 

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DESCRIPTION: 

Bug 8115 - Pluss Corporation has removed the ability for Customers to access the Command Utility from the Services/Account Software Utilities/Command Interface (Ctrl+F1)

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Pluss Corporation has removed the ability for Customers to access the Command Utility from the Services/Account Software Utilities/Command Interface (Ctrl+F1)

 

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

**No testing is required

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

**No testing required

 

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

N/A

 

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

N/A


 

 

 

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DESCRIPTION: 

Bug 11548 - AURORA: After minimizing the Aurora window, and clicking the Aurora icon in Vision again, the Aurora window does not display correctly

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  AURORA: After minimizing the Aurora window, and clicking the Aurora icon in Vision again, the Aurora window does not display correctly

 

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

**Testing required if using the Aurora/PartsNet Express Integration; Otherwise, no testing required and no changes have been made to PTM Vision functionality

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

  1. Access PTM Vision

  2. Select the Aurora/PartsNet Express icon located on the PTM Vision Menu bar

  3. Once the website has fully loaded, minimize the window and return to Vision

  4. Select O. Open orders

  5. Without closing the Open orders window, select the Aurora/PartsNet Express icon

    1. Verify the minimized window is brought into focus and no error(s) occurs

 

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

  • Aurora Integration: Please contact Pluss Corporation Sales Department for more information

 

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

N/A


 

 

 

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DESCRIPTION: 

Bug 11889 - Open Orders: When changing the Taxable status on an Open order, we are not logging the change correctly

APPLICATION: PTM Vision/Customer File

 

PROBLEM SUMMARY:  When changing the Taxable status on an Open order, we are not logging the change correctly

 

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

N/A

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

  1. Access PTM Vision

  2. Select C. Customer File

  3. Select F4. Edit

  4. Select the Tax area dropdown and select a different Tax area for the customer

    1. If needed, select Ctrl+T and add a new Tax Area

  5. Select F4. Edit to save the Tax area change

  6. Access the Windows directory where PTM Vision is stored

  7. Locate the taxstatus.log file

    1. Verify the change to the Customer tax area has been logged correctly

  8. Locate the cust.log file

    1. Verify the change to the Customer tax area has been logged correctly

 

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

N/A

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

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


 

 

 

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DESCRIPTION: 

Bug 11892 - Customer File: Ctrl+R (Recurring Billing) shows Reoccurring instead of Recurring

APPLICATION: PTM Vision/Multiple Applications

 

PROBLEM SUMMARY:  Customer File: Ctrl+R (Recurring Billing) shows Reoccurring instead of Recurring; Multiple other locations have had the spelling fixed from Reoccurring to Recurring

 

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

N/A

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

Places verified for spelling change:

  • A. Accounting System menu/J. Recurring Billing

  • C. Customer File/Ctrl.R -> Header on Recurring Billing popup

    • F7. Report/A. Report Recurring

  • System Features

    • Enable Recurring Billing System 3,75

  • O. Open Orders/Terms --> dialog message "This order has terms set for recurring billing. Setup billing now?"

 

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

N/A

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

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


 

 

 

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DESCRIPTION: 

IIF payroll import

APPLICATION:  PTM Vision/Utilities/Q-Books Excel Import/Export

 

PROBLEM SUMMARY: 

As a Vision user there needs to be a way to import payroll files into visions from an outside payroll system

 

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

  1. Need to set up path to import the files from

  2. Utilities (U)-> System Setup (J)->System Features(Q) -> IIF Payroll Import Path (5,60)-> Input the path to the file(s) you want to import

  3. To get to the Import

  4. Utilities(U)->Q-Books - Excel Import/Export(I) ->Payroll Import Options(J)->

    1. Generic IIF Import(A) = Generic IIF Import utility that works for most import file

    2. IIF GL Map Setup(B) = Not needed for setup but used to alter existing GL Mapping

    3. Clear GL Map(C)= This should completely remove the GL Mapping from the system (A new import or run option B to get new mapping)

    4. Setup IIF Import Rules(D)= This is where conditions and rules will be set up to be checked on each import.  On this screen there is a button called Preconfig which should allow Preconfigured rules and conditions to be loaded.

 

<<--------------------*HOW TO VERIFY THAT IMPORT WORKS*----------------------->>

  1. Once on the Payroll Import Options screen select Generic IIF Import(A)

  2. The File location that is set up should open up

  3. Select the file to be imported

  4. The payroll file should be imported into the mapping screen

  5. Highlight a line on the right hand side (this is the imported file) and then select the correct line on the left hand side (this is Vision GL) and select the link button at the bottom (This should link the 2 GL lines)

    1. If lines are linked by mistake or need to be change highlight the one on the left side and select the unlink button this should unlink them.

  6. Once the all the imported GL fields are linked into vision select the OK button.

  7. This should run any rules that are set up and map the imported GL to the Vision GL

 

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

IIF Payroll Import Path (5,60)

 

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

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


 

 

 

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DESCRIPTION: 

Bug 13355 - Customer File: Editing a current year deposit throws a message that it's a prev year record

APPLICATION: PTM Vision/Customer File

 

PROBLEM SUMMARY:  Editing a current year deposit throws a message that it's a prev year record

 

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

**Must have previous month records locked in order for testing to be accurate

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

  1. Access PTM Vision

  2. Select C. Customer file

  3. Select F10. Search and locate a customer with Deposit records

  4. Select F8. AR

  5. Select Ctrl+D. Deposits

  6. Line up on a record and select F4. Edit

    1. Verify the record is successfully opened for editing and no errors/dialog messaging is shown about the record being locked

 

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

N/A

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

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


 

 

 

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DESCRIPTION: 

Bug 13416 - Remove Century.ON File requirement. Dates are in format (03/22/19) instead of 2019

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  If a file called Centrury.ON existed in the Vision Directory, Dates on the Open orders window were in the format of 03/22/19 instead of 03/22/2019

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open orders

    1. Verify the Date field is populated with the full year date format and not the 2-digit year date format

 

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


 

 

 

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