03/05/2020 Release Version 2.2.12

Development Production

Mar 05, 2020

499

Summary release notes for 2.2.12

released on 3/5/2020 7

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Bug 19294: Bug 19294 - UI/Open Orders: Need to add a configuration parameter for the F11. Closed orders view color

Bug 19344: Bug 19344 - Inventory: Ctrl+O. Order button creating a PO when using the Esc key

Bug 19379: Bug 19379 - PTM Vision: When submitting an error, an error is occurring

Bug 19422: Bug 19422 - Accounting System Menu: Using the X on the Menu header does not close the menu

Bug 19425: Bug 19425 - UI/Open Orders: Using Zoom View in an order causes the title bar to disappear

Bug 19436: Bug 19436 - Purchase orders: Using the Refer dropdown to select a GL, an error occurs

Bug 19442: Bug 19442 - UI/Offsite Backup: Add the Vision UI Config text file to customer backups to avoid losing changes

Bug 19453: Bug 19453 - Purchase Orders: Issue with Transfers between branches

Bug 19457: Bug 19457 - Inventory: Right -click on Inventory Image is erring

Detailed release notes for 2.2.12

_______________________________________________________________

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DESCRIPTION:

Bug 19294 - UI/Open Orders: Need to add a configuration parameter for the F11. Closed orders view color

APPLICATION: PTM Vision/Open Orders/Closed orders view

PROBLEM SUMMARY: Need to add a configuration parameter for the F11. Closed orders view color

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

N/A

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

Access PTM Vision
Select O. Open Orders
Select F11. View Open/Closed WO
1. Verify the grid color has been maintained as yellow
  1. Note: This color can be configured in the Vision UI Config text file

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

N/A

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

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

Bug 19294 - UI/Open Orders: Need to add a configuration parameter for the F11. Closed orders view color

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DESCRIPTION:

Bug 19344 - Inventory: Ctrl+O. Order button creating a PO when using the Esc key

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY: Ctrl+O. Order button creating a PO when using the Esc key

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

N/A

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

Access PTM Vision
Select I. Inventory
Select an Inventory item
Select the Ctrl+O. Order button
1. Note: Item cannot already have an active PO; verify QtyonOrd is 0
Enter a Quantity and tab to the next field
Select Esc on the keyboard
Exit Inventory
Select P. Purchase Order
1. Verify no Purchase order has been created for the Inventory item

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

N/A

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

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

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DESCRIPTION:

Bug 19379 - PTM Vision: When submitting an error, an error is occurring

APPLICATION: PTM Vision

PROBLEM SUMMARY: When submitting an error, an error is occurring

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

N/A

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

***When an error report was being submitted to PTM Vision, an additional error was occurring when sending the error. No testing is required***

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

N/A

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

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

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DESCRIPTION:

Bug 19422 - Accounting System Menu: Using the X on the Menu header does not close the menu

APPLICATION: PTM Vision/Accounting Menu

PROBLEM SUMMARY: Using the X on the Menu header does not close the menu

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

N/A

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

Access PTM Vision
Select A. Accounting System
Select the X in the upper right corner of the menu
1. Verify the Menu is closed

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=accounting_main1

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DESCRIPTION:

Bug 19425 - UI/Open Orders: Using Zoom View in an order causes the title bar to disappear

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY: Using Zoom View in an order causes the title bar to disappear

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

N/A

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

Access PTM Vision
Select O. Open Orders
Select the Work Orders tab
Open an existing Order, or select F2. New to open a new order
Click in the Input field
Select Ctrl+Z to change the Open Order view
1. Verify the Title bar does not disappear when in Zoom mode

<<------------*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 19436 - Purchase orders: Using the Refer dropdown to select a GL, an error occurs

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY: Using the Refer dropdown to select a GL, an error occurs

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

N/A

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

Access PTM Vision
Select P. Purchase Orders
Select F2. New PO
Enter a Linepart number
Select the Refer dropdown
Select D. General Ledger
1. Verify no error occurs and the General Ledger window is shown
Line up on a GL account and select Ok to add to the Purchase order
Select Ok to create the Purchase Order
Once the Purchase Order list is shown again, select an existing Purchase order already created for Stock
Select the Refer Drop down
Select D. General Ledger
1. Verify no error occurs and the General Ledger window is shown
Select Ok to save the change to the Purchase order

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

N/A

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

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

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DESCRIPTION:

Bug 19442 - UI/Offsite Backup: Add the Vision UI Config text file to customer backups to avoid losing changes

APPLICATION: PTM Vision/Utilities/Complete Backup

PROBLEM SUMMARY: Add the Vision UI Config text file to customer backups to avoid losing changes

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

N/A

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

Access PTM Vision
Select U. Utilities
Select L. Backup System
Select B. Complete Backup
Once the Backup is complete, locate the Zip file created
1. Note: The Zip file is created with the Day the Backup is being ran
  1. i.e. MONDAY.ZIP
Open the Zip file
1. Verify the visionuiconfig text file has been backed up

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

N/A

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

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

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DESCRIPTION:

Bug 19453 - Purchase Orders: Issue with Transfers between branches

APPLICATION: PTM Vision/Purchase Orders and Sales Orders

PROBLEM SUMMARY: Issue with Transfers between branches (PO/SO Transfers)

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

***General Ledger Setup***

Access PTM Vision
Select A. Accounting System
Select D. Chart of Accounts
Select F2. New
Enter Account Number and Account Name
Select Ok to create the account
Select D. Liability
Select No to the dialog that states "Is this Liability long ExpAcct-->Term?"
Select A. Default General
1. Verify the account is added
Select F4. Edit to save
Select Ok to exit the Chart of Accounts

***Features Setup***

Select U. Utilities
Select J. System Setup
Select Q. System Features
In the Search field, enter 5,64
Enter the Customer Account number being used for Transfers and select Ok
In the Search field, enter 5,76
Enter the General Ledger account setup for Transfers and select Ok
Select Ok to exit the features window
Select X. Exit Esc
Select Yes to save the changes

***Vendor Setup***

Access PTM Vision
Select V. Vendors
Select a Vendor
Select F4. Edit and change the GL to the GL created for Inventory Transfers
Select F4. Edit to save change
Exit the Vendor file

***Customer Setup***

Access PTM Vision
Select C. Customer File
Select the Customer needed for Transferring Inventory
1. Note: This should be the same Customer account set in the Feature
Select F4. Edi

Change the Acct Type to T- Transfer
Change the WO Type to T-Transfer
Select F4. Edit
Exit the Customer File

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

Access PTM Vision from a Branch
Select P. Purchase Orders
Select F2. New PO
Enter in a Stocking part that exists in both of the Branches
Enter in the Quantity to be transfered
Select the Vendor used for Transferring parts
Select Ok to create the Purchase order
Select O to order the part
Select F7. Print
Select I. Send PO Electronically
Select Ok to the dialog that states "PO XXXX Sent Electronically to Vendor XXXX"
Access the Branch to which the Purchase order was sent
Select the Invoices button
1. Note: If transfer was successful, the Invoices button is highlighted in green
Select F6. Process on the transfer
Select Ok to exit the Electronic Invoices window
Select O. Open Orders
Select the Sales Order tab
Open the Sales order
Select Alt+F7. Print Bill and Close
Exit the Branch and return to the other Branch
Select P. Purchase Orders
Line up on the Purchase order and select R to receive the part
Select F8. Process
Select Yes to add to Payables
1. Verify the Invoice No has been defaulted to the Transfer Invoice number
Select Ok to the Payables Input to continue
Exit Purchase Order
Select A. Accounting System
Select D. Chart of Accounts
Line up on the Account used for the Inventory Transfers
Select F8. Detail
1. Verify the transactions have been recorded correctly

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

5,64: Branch Customer Account # for Transfers and Ordering - This account is used when ordering and transferring parts from other branches. The account # refers to the customer account # that other branch locations will utilize when generating the invoice

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

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

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DESCRIPTION:

Bug 19457 - Inventory: Right -click on Inventory Image is erring

APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY: Right -click on Inventory Image is erring

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

N/A

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

Access PTM Vision
Select I. Inventory
Right-Click in the Image pane
1. Note: Do not click the Add option
Continue Right-clicking in the Image pane
1. Verify no error occurs and the Options menu is opened/closed on each right-click

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

N/A

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

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

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