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Home > Release Notes > PTM Vision > 2020 Release Notes > 04/29/2020 - Release version 2.2.27
04/29/2020 - Release version 2.2.27
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Summary release notes for 2.2.27

released on 4/29/2020

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Bug 5989: Bug 5989 - Purchase Orders - When creating a new PO from Purchase orders, at times, the Search grid is going behind the PO window and can causing an error or additional issues (3,30 On/Off)

Bug 14380: Bug 14380 - Inventory (Fees): When trying to add a part # as a fee and you use F10. Search, at times, we are losing the Search behind the Fee's dialog causing an error

Bug 14712: Bug 14712 - Open Orders: If an order is amended and the Customer is changed, we are not changing the terms of the order to match the new customer terms

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.27

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DESCRIPTION: 

Bug 5989 - Purchase Orders - When creating a new PO from Purchase orders, at times, the Search grid is going behind the PO window and can causing an error or additional issues (3,30 On/Off)

APPLICATION: PTM Vision/Purchase Orders

 

PROBLEM SUMMARY:  When creating a new PO from Purchase orders, at times, the Search grid is going behind the PO window and can causing an error or additional issues (3,30 On/Off)

 

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

N/A

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

  1. Access Vision

  2. Select P. Purchase Orders

  3. Select F2. New PO

  4. Select F10. Search

  5. Do not enter any search criteria and select OK to show full search results

  6. Esc out of the Search and then using the drop down arrow open the search again and select Ok to open the Search results

  7. While still in the Search, select F10 to open the search input again

  8. Do not enter any search criteria and select OK to show full search results

    1. Verify the Search window does not go behind the Inventory window

 

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

  • 3,30: Join all Subinventories during Searches

 

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

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


 

 

 

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DESCRIPTION: 

Bug 14380 - Inventory (Fees): When trying to add a part # as a fee and you use F10. Search, at times, we are losing the Search behind the Fee's dialog causing an error

APPLICATION: PTM Vision/Inventory

 

PROBLEM SUMMARY:  When trying to add a part # as a fee and you use F10. Search, at times, we are losing the Search behind the Fee's dialog causing an error

 

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

N/A

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

  1. Access Vision

  2. Select I. Inventory

  3. Select O. Open Orders

  4. Select F10. Search

  5. Select an Inventory item with a Fee

  6. Select the Fees button

  7. Select F4. Edit on an existing Fee

  8. Select the Part Number Search dropdown

  9. Do not enter any search criteria and select OK to show full search results.

    1. Verify the Search window does not go behind the Inventory window

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=5_9_b_how_to_apply_fees_from_inventory


 

 

 

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DESCRIPTION: 

Bug 14712 - Open Orders: If an order is amended and the Customer is changed, we are not changing the terms of the order to match the new customer terms

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  If an order is amended and the Customer is changed, we are not changing the terms of the order to match the new customer terms

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select the Work Orders tab

  4. Enter a Cost Customer account

    1. Verify the Terms are set correctly on the order to match the Customer terms of Cost

      1. i.e. CASHJOB/CHGJOB

  5. In the Input field, enter an Inventory item with quantity in stock

    1. Verify the Price of the item is set to Cost

  6. Select F8. Amend and change the Customer account to a Retail customer

  7. Select Yes to the dialog that states "Would you like to change order from XXX XXXXX to XXXX XXXXX?"

  8. Select Yes to the dialog that states "A Customer change occurred, would you like to reprice all items?"

  9. Select Yes to the dialog that states "Reprice Labor as well?", if an LOP exists on the order; Otherwise select No to the dialog

    1. Verify when returned to the order, the pricing has been updated accordingly

 

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

N/A

 

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

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


 

 

 

 

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