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Home > Release Notes > PTM Vision > 2019 Release Notes > 07/25/2019 - Release version 2.1.1112 (HOTFIX)
07/25/2019 - Release version 2.1.1112 (HOTFIX)
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Summary release notes for 2.1.1112

released on 7/24/2019

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Bug 15404: Bug 15404 - Open Orders: When a Closed Work order is converted to an Estimate, we are not clearing the Sold date, which causes reporting to be incorrect

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.1.1112

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DESCRIPTION: 

Bug 15404 - Open Orders: When a Closed Work order is converted to an Estimate, we are not clearing the Sold date, which causes reporting to be incorrect

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When a Closed Work order is converted to an Estimate, we are not clearing the Sold date, which causes reporting to be incorrect

 

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

N/A

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

  1. Access PTM Vision

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

  3. Select F11. View Open/Closed

  4. Locate a Work order from a previous year

  5. Select F6. Options/C. Convert

  6. Select Yes to the warning dialog

  7. Change the To Order Type to E and select Ok

  8. If prompted, move the EDM docs with the order

    1. Verify no error occurs on convert

 

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

N/A

 

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

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

 

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


 

 

 

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