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Home > Release Notes > PTM Vision > 2020 Release Notes > 01/08/2019 - Release version 2.1.1145
01/08/2019 - Release version 2.1.1145
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Summary release notes for 2.1.1145

released on 1/8/2020 

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Bug 15062: Bug 15062 - Open Orders: When the feature to disable closing a Work Order with Back Orders is active, Visionis allowing users past the prompt if the red X is selected

Bug 17356: Bug 17356 - Purchase Orders: When using Ctrl+H after using H to access history in Purchase orders, an error occurs

Bug 17421: Bug 17421 - Purchase Orders: Need to fix wording on dialog when trying to receive a Purchase order without a Supplier

Bug 17594: Bug 17594 - Inventory: When adding/editing a GL Number on a Labor op and saying Yes to update Order and order history with GL, an error occurs

Bug 17622: Bug 17622 - Reporting: Issue with column widths on report

Bug 18024: Bug 18024 - Time Clock: Re-enable the Login option of Time Clock

Bug 18348: Bug 18348 - Open Orders: When using Ctrl+F2 to move an Inventory item to a new Work Order, we are creating a Back order in PO's with a 0 qty

Bug 18487: Bug 18487 - Open Orders/Purchase orders: Inventory item shows on backorder but was received through the PO system

Bug 18488: Bug 18488 - Open Orders/Purchase Orders: When changing an S/O part number on a Purchase order and the Esc key is used, we are not updating the Work order or cancelling the Part number change

Bug 18584: Bug 18584 - Purchase Orders/Low Qty F9: Vendor not assigned to Purchase order if no initial filter is set and the F8 Process button is used

Bug 18698: Bug 18698 - Year End: Customers with fiscal year end are getting locked out even when only Prev Year option is locked

Bug 18731: Bug 18731 - QBDI: Increase Tax area decimals out to the fourth place

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.1.1145

 _______________________________________________________________

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DESCRIPTION: 

Bug 15062 - Open Orders: When the feature to disable closing a Work Order with Back Orders is active, Visionis allowing users past the prompt if the red X is selected

 

 

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When the feature to disable closing a Work Order with Back Orders is active, Visionis allowing users past the prompt if the red X is selected 

 

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

N/A

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

  1. Access PTM Vision

  2. Access Features and verify 3,20 is active

  3. Select O. Open Orders

  4. Select F2. New

  5. Add a part that is not in stock

  6. Back order the part

  7. Access PO's and Order the part

  8. Return to the order and select Alt+F7

  9. Select Ok to the Caution back orders prompt

  10. Select Yes at the Print and Bill order prompt

  11. Select the ESC on the Converting Backorders window

    1. This menu cannot be skipped message displays

  12. Select the X in the corner to close on the Converting Backorders window

    1. This menu cannot be skipped message displays

  13. Select Options A or B to continue

 

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

  • 3,20: Disable Convert Backorders - X Option to Require Action

 

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

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


 

 

 

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DESCRIPTION: 

Bug 17356 - Purchase Orders: When using Ctrl+H after using H to access history in Purchase orders, an error occurs

APPLICATION: 

 

PROBLEM SUMMARY:  When using Ctrl+H after using H to access history in Purchase orders, an error occurs

 

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

N /A

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

  1. Access PTM Vision

  2. Select P. Purchase Orders

  3. Select H on the Keyboard to access Purchase order history

  4. Select Yes if prompted to the dialog that states "Search History for XXXX?"

  5. Select Ctrl+H. Purchase Order History

  6. Select the Ok button to exit the Purchase History window

    1. Verify no error occurs and the Purchase orders grid is shown

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 17421 - Purchase Orders: Need to fix wording on dialog when trying to receive a Purchase order without a Supplier

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  Need to fix wording on dialog when trying to receive a Purchase order without a Supplier

 

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

N/A

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

  1. Access PTM Vision

  2. Select P. Purchase Orders

  3. Select F2. New PO

  4. Enter an Inventory part number

  5. Remove the Vendor from the Purchase Order and select Ok

  6. Select O to order

    1. Verify a dialog message is shown that states "A Supplier is required for receiving this purchase order"

  7. Select a Supplier

  8. Select Yes to the dialog that states "Would you like to save supplier XXXX?"

  9. Select Yes to the dialog that states "Would you like to start a PO for XXXX?"

    1. Verify the Supplier is added to the Purchase order

    2. Verify a Purchase order number is assigned to the PO

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 17594 - Inventory: When adding/editing a GL Number on a Labor op and saying Yes to update Order and order history with GL, an error occurs

APPLICATION: PTM Vision/Inventory

 

PROBLEM SUMMARY: Adding or editing the GL code on Labor, an error occurs

 when updating all Orders in History with the GL code

 

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

N/A

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

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select the Labor tab

  4. Select a Labor Op and F4. Edit

  5. Select the GL Dropdown and Add/Edit the GL#

  6. Select Yes to the dialog that states "Update orders and order history with GL Change?"

    1. GL code changes on the item and all orders containing that Labor Code

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 17622 - Reporting: Issue with column widths on report

APPLICATION: PTM Vision/Reporting System/Order Reports

 

PROBLEM SUMMARY:  Issue with column widths on report

 

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

N/A

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

  1. Access PTM Vision

  2. Select R. Reporting

  3. Select F. Order Reports

  4. Select P. Preview Report

  5. Select N. WO Profit Parts-Labor-Total New and %

  6. Select Yes to the dialog that states "Show direct labor cost on this report?"

  7. Select No to the dialog that states "Show freight separate of report?"

    1. Verify the Report is propagated and all data is correctly aligned with the corresponding Headers

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 18024 - Time Clock: Re-enable the Login option of Time Clock

 

APPLICATION: PTM Vision/TimeClock

 

PROBLEM SUMMARY:  Re-enable the Login option of Time Clock 

 

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

N/A

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

  1. Access Vision Time Clock from an icon pointed to the Time clock

  2. Select File

  3. Select Login

  4. Select the user to log in as by double clicking the name

  5. Enter the User Password, select OK

  6. Enter a Note in the field and select Enter

    1. Verify the Vision menu is not opened once a user logs in

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_4_14_b_timecard_use_employee


 

 

 

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DESCRIPTION: 

Bug 18348 - Open Orders: When using Ctrl+F2 to move an Inventory item to a new Work Order, we are creating a Back order in PO's with a 0 qty

 

APPLICATION: PTM Vision/Open Orders Ctrl-F2 to New Order

 

PROBLEM SUMMARY:  Ctrl+F2 to move an Inventory item to a new Work Order, a Back Order in PO's with a 0 qty is created

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select Work orders tab

  4. Select F2. New

  5. Enter Customer account info

  6. In the input field, enter a Stocking part with quantity in stock

  7. Select Ctrl+F2

  8. Select Work order

  9. Verify the part is added to the new work order

  10. Open the New work order.  

    1. Verify no PO is created for this order

  11. Open the New original order.  

    1. Verify no PO is created for this order

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 18487 - Open Orders/Purchase orders: Inventory item shows on backorder but was received through the PO system

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  Inventory item shows on backorder but was received through the PO system

 

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

 

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

  1. Access PTM Vision

  2. Select O. Open orders

  3. Select Work orders tab

  4. Select F2. New

  5. Enter Customer account info

  6. In the Input field, enter a Part number with no in stock quantity

  7. Select Yes to back order

  8. Enter the same Part number again and back order as well

  9. Select F11 Purchase Orders 

  10. Select O to Order both parts on the same Purchase order number

  11. Select R to Receive the Parts

  12. While still in receiving mode, delete one of the line items

  13. Select Yes to confirm the deletion of the part from the Purchase Order

  14. Select No to remove from the Work Order

  15. Select F8 to Process the parts

  16. Both set of parts are listed in Quantity and Inventory

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 18488 - Open Orders/Purchase Orders: When changing an S/O part number on a Purchase order and the Esc key is used, we are not updating the Work order or cancelling the Part number change

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  On the Purchase Order Screen, selecting the ESC key after updating a Special Order part number prevents the Work Order part number from being updated as well

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open orders

  3. Select Work orders tab

  4. Select F2. New

  5. Enter Customer account info

  6. In the Input field, enter a Special Order part number 

  7. Press enter twice

  8. Select F8. to Process

  9. Select Yes to create a Purchase Order

  10. Access the Purchase Orders Screen

  11. Select F4. Edit on the Special Order line item

  12. Update the Part Number

  13. Press Esc key results in  the Purchase Order Detail screen to close, no changes saved

  14. Select Enter, Tab, or click OK results in a Message Box with the message of Replace this part number in Purchase Order (Yes/No)

  15. Select Yes results in the Part Number being saved on the Purchase Order

  16. A New Message Box displays with the message of Would you like to Update the Workorder/Invoice #####  (Yes/No)

  17. Select Yes results in the Part Number being updated on the Work Order screen 

  18. Select No results in only changes to the Purchase Order screen are saved

 

<<------------*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_4_purchase_orders


 

 

 

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DESCRIPTION: 

Bug 18584 - Purchase Orders/Low Qty F9: Vendor not assigned to Purchase order if no initial filter is set and the F8 Process button is used

APPLICATION: PTM Vision/Low Quantity Report

 

PROBLEM SUMMARY: Using option F8, the Supplier is not set in the Purchase Order

 

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

N/A

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

  1. Access PTM Vision

  2. Select P. Purchase orders

  3. Select F9 to access the Low Quantity report

  4. Select Ok to the PO Info screen

  5. Verify a Supplier is in the Confirm supplier field

  6. Select X. Current Inventory

  7. Line up on an Inventory item that has a Supplier and a value above zero in the Qty2Ord field and select F8. Process

  8. Note the Part number/Vendor used to create the PO from the report

  9. Exit the Report and return to Purchase orders

  10. Retrieve the PO by Supplier and or Part Number

  11. Verify the PO is created, contains a Supplier and the quantity is correct

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 18698 - Year End: Customers with fiscal year end are getting locked out even when only Prev Year option is locked

 

APPLICATION: PTM Vision/General Ledger System

 

PROBLEM SUMMARY:  Customers with fiscal year end are getting locked out of December  2019 and November 2019 transactions when only Prev Year option is locked

 

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

N/A

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

  1. Access PTM Vision

  2. Select A. Accounting

  3. Select C. Check Register

  4. Select F4 Edit on entries from October thru December 2019

    1. Edit should be allowed due to current Year is September 2019 - August 2020

  5. Select F4 Edit on entries from September 2019 or prior

    1. Month is locked message displays due to settings applied

  6. Select F4 Edit on entries from August 2019 and prior

    1. Record is Locked message displays due to settings applied

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 18731 - QBDI: Increase Tax area decimals out to the fourth place

APPLICATION: PTM Vision/Tax Areas and Quickbooks Desktop Integration

 

PROBLEM SUMMARY:  Increase Tax area decimals out to the fourth place

 

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

***Testing required only if using the Quickbooks Desktop Integration with PTM Vision; Otherwise, no testing is required as no changes have been made to core functionality***

  1. Access PTM Vision

  2. Select C. Customer File

  3. Select F4. Edit

  4. Select Ctrl+T. Tax Area

  5. Select F2. New

  6. Enter a Tax Area name

  7. Select F4. Edit and enter a tax percentage that goes out to the fourth decimal place

    1. i.e. 10.2225%

  8. Select F4. Edit to save

  9. Select F4. Edit on the Customer file

 

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

  1. Access Quickbooks Desktop Application

  2. Access the Item List/Inventory

  3. Locate the Sales Tax Item

    1. Verify the Sales tax has been added correctly out to the fourth decimal place

 

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

  • Quickbooks Desktop Integration: Please contact Pluss Sales Department for More Information

 

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

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


 

 

 

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