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Home > Release Notes > PTM Vision > 2019 Release Notes > 06/04/2019 - Release version 2.1.1101
06/04/2019 - Release version 2.1.1101
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Summary release notes for 2.1.1101

released on 6/4/2019 3

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Bug 12002: Bug 12002 - Open Orders: If an order is amended and the Customer is changed, we are not changing the taxable status of the order to match the new customers tax

Bug 14607: Bug 14607 - Open Orders: Credit limit password feature no longer prompting and closing automatically to customers account without the credit override if over credit limit

Bug 14622: Bug 14622 - Open Orders: When using Ctrl+X/Alt+F2 to move a part to another open order, if you choose to view the order the part was moved to, and then try to Print bill and close, Vision gets misaligned and cannot close the order

Product Backlog Item 14642: Backlog 14642 - QBDI/Vision : Prevent Vision from having PO items with no Part #

Product Backlog Item 14643: Backlog 14643 - QBDI/Vision : Prevent Vision from finalizing / receiving a PO with no PO # on the items

Bug 14709: Bug 14709 - Inventory: Alternate Supplier field length needs to be altered to allow larger part numbers

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.1.1101

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DESCRIPTION: 

Bug 12002 - Open Orders: If an order is amended and the Customer is changed, we are not changing the taxable status of the order to match the new customers tax

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  If an order is amended and the Customer is changed, we are not changing the taxable status of the order to match the new customers tax

 

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

**Must have different Tax Area’s setup with different percentages for testing**

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

  1. Access PTM Vision

  2. O. Open Orders (Shift + F1)

  3. F2. New Order

  4. Enter Customer account number

  5. Select a Customer whose set to Cost terms

  6. In the Input field, enter a part number

    1. Take note of the Parts total on the order

  7. Select F8. Amend the order and change the customer to a customer that has a different tax status than the original customer

    1. Verify the Parts total on the order is updated to reflect the new customer terms

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_open_orders


 

 

 

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DESCRIPTION: 

Bug 14607 - Open Orders: Credit limit password feature no longer prompting and closing automatically to customers account without the credit override if over credit limit

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Credit limit password feature no longer prompting and closing automatically to customers account without the credit override if over credit limit

 

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

**Customer needed for testing must be at least 60 to 90 days past due and over their credit limit and set to Acct Terms of Receivables**

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

  1. Access PTM Vision

  2. Select O. Open Orders (Shift + F1)

  3. Select the Sales Order tab

  4. Select F2. New Order

  5. Enter in a Customer account that is at least 60 to 90 days past due and set to Acct terms of Receivables

  6. Select A. Continue as Charge Sale

  7. Enter Credit level password

  8. In the Input field, enter a part

  9. Select Alt+F7 to Print bill and Close the order

  10. Select A. Continue as Charge Sale

  11. Enter Credit Level password

  12. Select Yes to continue closing the order

    1. Verify the Password prompt is no shown again and the order is closed

 

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

  • 5, 4: Prompt Credit Hold on Past 60 Customers

  • 5, 3: Prompt Credit Hold on Past 90 Customers

  • 5, 5: Prompt Credit Hold on Past Credit Limit

  • QLIMIT: Credit Limit Password - With a Credit Limit password, if a customer has reached their credit limit, and an override from CASH terms attempt is made, a user is prompted to enter a password

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

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


 

 

 

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DESCRIPTION: 

Bug 14622 - Open Orders: When using Ctrl+X/Alt+F2 to move a part to another open order, if you choose to view the order the part was moved to, and then try to Print bill and close, Vision gets misaligned and cannot close the order

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When using Ctrl+X/Alt+F2 to move a part to another open order, if you choose to view the order the part was moved to, and then try to Print bill and close, Vision gets misaligned and cannot close the order

 

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

N/A

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

  1. Access PTM Vision

 

  • O. Open Orders (Shift + F1)

 

  • F2. New Order

 

  • Enter Customer account number

     

  • In the Input field, enter a Non-inventory part number

  • Select X when the Search popup is shown

  • In the Item details window, enter a Description, Qty and Cost

  • Select Ok to add the Part to the order

  • Do NOT Back order part, when prompted

  • Line up on the Non-inventory part and select Ctrl+X

  • Select Alt+F2 - Verify a dialog is shown stating "X items found to move"

  1. Verify the Move Marked item popup is shown

  • In the Move Marked item popup, enter the Order type, Order Number, and check the box to Remove Item(s)

  1. Verify the item is removed

  • Select Yes to the dialog that states "Would you like to view Order XXXX"

  1. Verify the correct order is displayed and the part is shown

  2. Verify the part is still shown on BO

  • Select Alt+F7 to Print bill and close the order

  1. Verify the correct order was closed and the original order that the parts initially existed on is still open

 

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

 

N/A

 

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

 

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

 

 

 

 

 

 

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DESCRIPTION: 

Backlog 14642 - QBDI/Vision : Prevent Vision from having PO items with no Part #

APPLICATION: PTM Vision and Quickbooks Desktop Application

 

PROBLEM SUMMARY:  QBDI/Vision : Prevent Vision from having PO items with no Part #

 

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

  1. Access PTM Vision

  2. Select P. Purchase Orders

  3. Select F2. New PO

  4. Do not enter a Part Number and select Ok

  5. Select O to order

    1. Verify a dialog message is shown that states "You must enter a part# to order or receive this item"

  6. Select R to receive

    1. Verify a dialog message is shown that states "You must enter a part# to order or receive this item"

  7. Exit PTM Vision

 

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

  1. Access Quickbooks Desktop Application

 

  • Open up Quickbooks Vendors

  1. Verify there is no Purchase order created for the empty Purchase order for the Vendor the PO was created for

 

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

  • 5,59: Quickbooks Desktop Integration

 

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

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



 

 

 

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DESCRIPTION: 

Backlog 14643 - QBDI/Vision : Prevent Vision from finalizing / receiving a PO with no PO # on the items

APPLICATION: PTM Vision and Quickbooks Desktop Application

 

PROBLEM SUMMARY:   Prevent Vision from finalizing / receiving a PO with no PO # on the items

 

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

  1. Access PTM Vision

  2. Select P. Purchase Orders

  3. Select F2. New

  4. Enter a Part #, Desc, Qty, and Cost

  5. Select O to order

    1. Verify a PO# is added to the Purchase order

  6. Select F4. Edit and delete the PO# from the PO# field

  7. Select R to receive

    1. Verify a dialog message is shown that states "You cannot receive parts with no purchase order #"

  8. Exit PTM Vision

 

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

  1. Access the Quickbooks Desktop Application

  2. Access Quickbooks Vendors

    1. Verify no PO has been created for the Vendor used to create the PO in the setup instructions

 

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

  • 5,59: Quickbooks Desktop Integration

 

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

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



 

 

 

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DESCRIPTION: 

Bug 14709 - Inventory: Alternate Supplier field length needs to be altered to allow larger part numbers

APPLICATION: PTM Vision/Inventory and Purchase Orders

 

PROBLEM SUMMARY:  Alternate Supplier field length needs to be altered to allow larger part numbers

 

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

  1. Access PTM Vision

  2. I. Inventory

  3. Select F10. Search and select an Inventory part

  4. Ctrl+A - Alternate Supplier

  5. Select F2. New

  6. Select Yes to the dialog message that states "Do you want to search for a part number in inventory?”

    1. Selecting No to this dialog allows the user to enter a Non-Inventory part number, if needed

  7. Select a Part from Inventory to use as the Alternate Part No.

  8. Select F4. Edit

  9. Enter the Alternate Supplier

  10. Enter a Date

  11. Enter a Cost, if Cost is different for the part when ordering from the Alternate supplier

    1. This shows the current cost; if the Alternate Suppliers cost is known change the cost, if not leave it with the default current cost

  12. Enter a Freight Charge, if needed

    1. Available if using Freight on other items to show the cost of Freight increase on part cost

  13. Enter the alternate Part number, if not already entered

    1. Order Part # is the Ordering part number if the Supplier uses a different part number then put the Suppliers part number here

  14. Enter a Lead Time, if needed

    1. Lead Time is a numeric field to show the number of days it takes this supplier to deliver the item; this is to assist in making an educated Purchase decision

  15. Enter a value in the AutoOrd field

    1. Y Sets that supplier and Order Part# as the main supplier - this setting will still use the Automatically Order Supplier and Order Part # but will use the Current Cost setup on the inventory item by default

  16. Select F4. Edit to save

  17. Select Ok to return to Inventory

 

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

***Ordering from Inventory***

  1. Access PTM Vision

  2. I. Inventory

  3. F10. Search

  4. Locate a part that has an Alternate Supplier/Part Number

  5. Ctrl O. Order

  6. Enter a Quantity of 1 and change the Supplier to the Alternate Supplier

  7. Select Ok to create the Purchase order

  8. Exit Inventory

  9. P. Purchase Orders

  10. Locate the Purchase order created from Inventory

    1. Verify the Alternate supplier has been used to create the PO

    2. Verify the Cost on the Purchase order is the Cost listed on the Inventory and not the Cost listed on the Alternate Part number

 

***Ordering from Purchase Orders***

  1. Access PTM Visio

  2. P. Purchase Orders

  3. F2. New PO

  4. F10. Search

  5. Add a Part that has an Alternate Supplier/Alternate Part Number

  6. Select Ok to create the PO

  7. Select Ctrl+A

  8. Line up on the Alternate SupplierPart Number needed and select F6. Select

    1. Verify the Altno has been added to the Purchase Order

    2. Verify the Cost on the Purchase order is what is listed on the Inventory part and not the Alternate part cost

  9. Select F7. Print

  10. Select B. Report Current View

  11. Select No to the dialog that states "Would you like to report received items only?" - Verify both the Part number and the Alternate Part Number are shown on the PO receiving form

  12. Select O to order

  13. Select F7. Print

  14. Select A. Print Current PO# XXXX

  15. Select Ok to the Printing Purchase Order Options window

    1. Verify ONLY the Part number is shown on the Purchase Order Invoice

 

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

  • 4,11: Always order Alternate Numbers on Purchase Orders: For use with the Alternate Supplier feature as setup in Inventory or from Purchase Orders

 

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

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


 

 

 

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