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Summary release notes for 2.2.53
released on 7/28/2020
Bug 14678: Bug 14678 - PTM Vision: Indexes not being rebuilt when running a re-index from a main or branch utilities area
Product Backlog Item 19536: Product Backlog Item 19536 - PlussPay /Configuration: Update the Cloud ID Get Function Results to include Device Description and Terminal ID
Bug 20278: Bug 20278 - Time Card: The E. Refresh Logins Outs Utility After Edits is not recalculating a time that was not edited or manually entered
Bug 20289: Bug 20289 - Reporting: RFB Report including Sales Tax in Total Profit on for each WO shown
Product Backlog Item 20597: Product Backlog Item 20597 - PlussPay: Ability to print payment receipt without printing the standard ROA receipt.
Product Backlog Item 20598: Product Backlog Item 20598 - PlussPay: Ability to automatically print payment receipt when ROA is printed
Product Backlog Item 20599: Product Backlog Item 20599 - PlussPay: Feature to automatically print the CC receipt for Plusspay customers.
Bug 20627: Bug 20627 - PlussPay - Selecting (X) to close the Commodity window applies the code highlighted
Bug 20646: Bug 20646 - Reporting: RFB Report including Sales Tax in Total Profit total
Detailed release notes for 2.2.53
_______________________________________________________________
DESCRIPTION:
Bug 14678 - PTM Vision: Indexes not being rebuilt when running a re-index from a main or branch utilities area
APPLICATION: PTM Vision
PROBLEM SUMMARY: Indexes not being rebuilt when running a re-index from a main or branch utilities area
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
***No testing required. Please Contact Pluss Software Technical Support for assistance with Indexing Issues***
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
N/A
DESCRIPTION:
Product Backlog Item 19536 - PlussPay /Configuration: Update the Cloud ID Get Function Results to include Device Description and Terminal ID
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay - Configuration - Update the Cloud ID Get Function Results to include Device Description and Terminal ID
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select Services
-
Select Integrations
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Select Payment Processing
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Select Pluss Payments
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Select Configure Payment Processing
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Select the Get button next to Cloud ID
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Select Yes to save changes before retrieving devices
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The Available Devices window display with the Device Name and the ID. Select OK to save and close
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The same window will display in Configure User Settings
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_setup_
DESCRIPTION:
Bug 20278 - Time Card: The E. Refresh Logins Outs Utility After Edits is not recalculating a time that was not edited or manually entered
APPLICATION: PTM Vision/Time Card
PROBLEM SUMMARY: Time Card: The E. Refresh Logins Outs Utility After Edits is not recalculating a time that was not edited or manually entered
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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From the File Menu, select Log In
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Select F10 - Setup
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Enter the Password, select OK
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Select A - Change Employee Time Card by Date
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Enter a From Date and a To Date, select OK
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Review the Logins and Logouts . There Is Idle Time displayed while Logged In. Select OK
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Select E - Refresh Logins Outs Utility after Edits
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Select Yes to Would you like to select a Date Range
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Enter a From Date and a To Date, select OK
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Select OK to Complete message
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Select A - Change Employee Time Card by Date
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Enter a From Date and a To Date, select OK
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Review the Logins and Logouts. All time entries have been repaired displaying Idle time only between Logouts and the next Login
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 20289 - Reporting: RFB Report including Sales Tax in Total Profit on for each WO shown
APPLICATION: PTM Vision/Reporting
PROBLEM SUMMARY: RFB Report including Sales Tax in Total Profit on for each WO shown
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select R. Reporting
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Select F. Order Reports
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Select B. Report by Date
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Enter a Date range to report
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Select C. Workorder Closed Date
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Select P. Preview Report
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Select N. WO Profit Parts-Labor-Total New and %
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Select No to the dialog that states "Show direct labor cost on this report?"
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Select Yes to the dialog that states "Show freight separate on report? “
-
Verify the Total Profit column for each order does not include the Sales tax from that order
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Product Backlog Item 20597 - PlussPay: Ability to print payment receipt without printing the standard ROA receipt.
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay: Ability to print payment receipt without printing the standard ROA receipt..
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select Services
-
Select Integrations
-
Select Payment Processing
-
Select Pluss Payments
-
Select Configure User Settings
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Select the Print Separate Receipt checkbox - this will provide an option after the Invoice Prints to include an additional receipt.
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Select the Allow Print w/o ROA checkbox - this will generate a request to Print a Credit Card Receipt after a ROA Receipt is requested or cancelled.
(If Print Separate Receipt is not selected, this feature will not operate)
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_setup_
DESCRIPTION:
Product Backlog Item 20598 - PlussPay: Ability to automatically print payment receipt when ROA is printed
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay: Feature to automatically print the CC receipt for PlussPay customers.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select Services
-
Select Integrations
-
Select Payment Processing
-
Select Pluss Payments
-
Select Configure User Settings
-
Select the Print Separate Receipt checkbox - this will provide an option after the Invoice Prints to include an additional receipt.
-
Select the Auto Print w/ ROA checkbox - this will prompt to Print a Credit Card Receipt form after a ROA Receipt is printed or cancelled without being prompted.
(If Print Separate Receipt is not selected, this feature will not operate)
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_setup_
DESCRIPTION:
Product Backlog Item 20599 - PlussPay: Feature to automatically print the CC receipt for Plusspay customers.
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay: Feature to automatically print the CC receipt for PlussPay customers.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select Services
-
Select Integrations
-
Select Payment Processing
-
Select Pluss Payments
-
Select Configure User Settings
-
Select the Print Separate Receipt checkbox - this will provide an option after the Invoice Prints to include an additional receipt.
-
Select the Always Print Receipt checkbox - this will automatically generate and Print a Credit Card Receipt form after the Invoice is Printed without being prompted.
(If Print Separate Receipt is not selected, this feature will not operate)
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_setup_
DESCRIPTION:
Bug 20627 - PlussPay - Selecting (X) to close the Commodity window applies the code highlighted
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay - Selecting (X) to close the Commodity window applies the code highlighted
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select I - Inventory
Select F10 to Search for a Part
Select F9 - More
Select the Down Arrow for Commodity Code lookup
Highlight a Commodity Code and select the (X) in the corner to Close - The window closes and no changes are made.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 20646 - Reporting: RFB Report including Sales Tax in Total Profit total
APPLICATION: PTM Vision/Reporting
PROBLEM SUMMARY: RFB Report including Sales Tax in Total Profit on for each WO shown
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select R. Reporting
-
Select F. Order Reports
-
Select B. Report by Date
-
Enter a Date range to report
-
Select C. Workorder Closed Date
-
Select P. Preview Report
-
Select N. WO Profit Parts-Labor-Total New and %
-
Select No to the dialog that states "Show direct labor cost on this report?"
-
Select Yes to the dialog that states "Show freight separate on report? “
-
Verify the Total Profit column for each order does not include the Sales tax from that order
-
Verify the Total Profit total column for the entire report does not include Sales tax from orders
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
