Summary release notes for 2.1.1145
released on 1/8/2020
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
_______________________________________________________________
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*----------------------->>
-
Access PTM Vision
-
Access Features and verify 3,20 is active
-
Select O. Open Orders
-
Select F2. New
-
Add a part that is not in stock
-
Back order the part
-
Access PO's and Order the part
-
Return to the order and select Alt+F7
-
Select Ok to the Caution back orders prompt
-
Select Yes at the Print and Bill order prompt
-
Select the ESC on the Converting Backorders window
-
This menu cannot be skipped message displays
-
-
Select the X in the corner to close on the Converting Backorders window
-
This menu cannot be skipped message displays
-
-
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*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select P. Purchase Orders
-
Select H on the Keyboard to access Purchase order history
-
Select Yes if prompted to the dialog that states "Search History for XXXX?"
-
Select Ctrl+H. Purchase Order History
-
Select the Ok button to exit the Purchase History window
-
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
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*----------------------->>
-
Access PTM Vision
-
Select P. Purchase Orders
-
Select F2. New PO
-
Enter an Inventory part number
-
Remove the Vendor from the Purchase Order and select Ok
-
Select O to order
-
Verify a dialog message is shown that states "A Supplier is required for receiving this purchase order"
-
-
Select a Supplier
-
Select Yes to the dialog that states "Would you like to save supplier XXXX?"
-
Select Yes to the dialog that states "Would you like to start a PO for XXXX?"
-
Verify the Supplier is added to the Purchase order
-
Verify a Purchase order number is assigned to the PO
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select I. Inventory
-
Select the Labor tab
-
Select a Labor Op and F4. Edit
-
Select the GL Dropdown and Add/Edit the GL#
-
Select Yes to the dialog that states "Update orders and order history with GL Change?"
-
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
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*----------------------->>
-
Access PTM Vision
-
Select R. Reporting
-
Select F. Order Reports
-
Select P. Preview Report
-
Select N. WO Profit Parts-Labor-Total New and %
-
Select Yes to the dialog that states "Show direct labor cost on this report?"
-
Select No to the dialog that states "Show freight separate of report?"
-
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
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*----------------------->>
-
Access Vision Time Clock from an icon pointed to the Time clock
-
Select File
-
Select Login
-
Select the user to log in as by double clicking the name
-
Enter the User Password, select OK
-
Enter a Note in the field and select Enter
-
Verify the Vision menu is not opened once a user logs in
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select Work orders tab
-
Select F2. New
-
Enter Customer account info
-
In the input field, enter a Stocking part with quantity in stock
-
Select Ctrl+F2
-
Select Work order
-
Verify the part is added to the new work order
-
Open the New work order.
-
Verify no PO is created for this order
-
-
Open the New original order.
-
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
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*----------------------->>
-
Access PTM Vision
-
Select O. Open orders
-
Select Work orders tab
-
Select F2. New
-
Enter Customer account info
-
In the Input field, enter a Part number with no in stock quantity
-
Select Yes to back order
-
Enter the same Part number again and back order as well
-
Select F11 Purchase Orders
-
Select O to Order both parts on the same Purchase order number
-
Select R to Receive the Parts
-
While still in receiving mode, delete one of the line items
-
Select Yes to confirm the deletion of the part from the Purchase Order
-
Select No to remove from the Work Order
-
Select F8 to Process the parts
-
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
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*----------------------->>
-
Access PTM Vision
-
Select O. Open orders
-
Select Work orders tab
-
Select F2. New
-
Enter Customer account info
-
In the Input field, enter a Special Order part number
-
Press enter twice
-
Select F8. to Process
-
Select Yes to create a Purchase Order
-
Access the Purchase Orders Screen
-
Select F4. Edit on the Special Order line item
-
Update the Part Number
-
Press Esc key results in the Purchase Order Detail screen to close, no changes saved
-
Select Enter, Tab, or click OK results in a Message Box with the message of Replace this part number in Purchase Order (Yes/No)
-
Select Yes results in the Part Number being saved on the Purchase Order
-
A New Message Box displays with the message of Would you like to Update the Workorder/Invoice ##### (Yes/No)
-
Select Yes results in the Part Number being updated on the Work Order screen
-
Select No results in only changes to the Purchase Order screen are saved
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select P. Purchase orders
-
Select F9 to access the Low Quantity report
-
Select Ok to the PO Info screen
-
Verify a Supplier is in the Confirm supplier field
-
Select X. Current Inventory
-
Line up on an Inventory item that has a Supplier and a value above zero in the Qty2Ord field and select F8. Process
-
Note the Part number/Vendor used to create the PO from the report
-
Exit the Report and return to Purchase orders
-
Retrieve the PO by Supplier and or Part Number
-
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
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*----------------------->>
-
Access PTM Vision
-
Select A. Accounting
-
Select C. Check Register
-
Select F4 Edit on entries from October thru December 2019
-
Edit should be allowed due to current Year is September 2019 - August 2020
-
-
Select F4 Edit on entries from September 2019 or prior
-
Month is locked message displays due to settings applied
-
-
Select F4 Edit on entries from August 2019 and prior
-
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
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***
-
Access PTM Vision
-
Select C. Customer File
-
Select F4. Edit
-
Select Ctrl+T. Tax Area
-
Select F2. New
-
Enter a Tax Area name
-
Select F4. Edit and enter a tax percentage that goes out to the fourth decimal place
-
i.e. 10.2225%
-
-
Select F4. Edit to save
-
Select F4. Edit on the Customer file
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access Quickbooks Desktop Application
-
Access the Item List/Inventory
-
Locate the Sales Tax Item
-
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*------------------------------------->>