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Home > Release Notes > PTM Vision > 2020 Release Notes > 05/15/2020 - Release version 2.2.32
05/15/2020 - Release version 2.2.32
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Summary release notes for 2.2.32

released on 5/15/2020

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Bug 19872: Bug 19872 - Reporting: RFN Report including HST in Total Sales amount

Bug 19880: Bug 19880 - Open Orders: Inhouse Message needs to prompt prior to Calculated prompt due to important info on the Inhouse message for the Calculated item

Bug 19902: Bug 19902 - Quickbooks: When Quickbooks License check happens, an error is occasionally occurring

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.32

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DESCRIPTION: 

Bug 19872 - Reporting: RFN Report including HST in Total Sales amount

APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  RFN Report including HST in Total Sales amount

 

<<-------------------------------------*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 B. Report by Date

  5. Select C. Workorder Closed Date

  6. Select P. Preview Report

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

  8. Select No to the dialog that states "Show direct labor cost on this report?"

  9. Select No to the dialog that states "Show Freight separate on report?"

    1. Verify when the report is generated, the Total Sales column does not include any HST tax amount in the total

 

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

  • HST/GST Tax

 

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

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


 

 

 

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DESCRIPTION: 

Bug 19880 - Open Orders: Inhouse Message needs to prompt prior to Calculated prompt due to important info on the Inhouse message for the Calculated item

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Inhouse Message needs to prompt prior to Calculated prompt due to important info on the Inhouse message for the Calculated item

 

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

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select F2. New Inventory Item

  4. Enter a Part number, Part Description, Quantity, a Measure/UOM, and a Vendor

  5. Select the (H) Inhouse Memo

  6. In the Notes field, enter information that may need to be shown to techs at POS when adding this part to an order

  7. Enter a GL, Tax status, and a Cost

  8. Select F4. Edit

  9. Exit Inventory

 

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select F2. New Order

  4. Enter Customer account number

  5. In the Input field, enter a part number that has an (H) Inhouse Memo

    1. Verify a dialog message is shown with the text that has been entered in the Notes field on the Inventory item

    2. Verify the Calculated/Measured prompt is shown AFTER the Inhouse message has been displayed

 

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

N/A

 

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

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

 

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


 

 

 

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DESCRIPTION: 

Bug 19902 - Quickbooks: When Quickbooks License check happens, an error is occasionally occurring

APPLICATION: PTM Vision and Quickbooks Desktop Integration

 

PROBLEM SUMMARY:  When Quickbooks License check happens, an error is occasionally occurring

 

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

N/A

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

***No testing is required***

 

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

  • Quickbooks Desktop Integration: Please Contact Pluss Software 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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