Summary release notes for 2.2.66
released on 9/16/2020
Bug 20388: Bug 20388 - Utilities: If user level privileges are setup and the user is blocked from Utilities, our Master Password does not unlock the menu
Bug 20680: Bug 20680 - PTM Vision Backup: Need to include the vforms.dbf and the labels.dbf in the ULB backup
Bug 20914: Bug 20914 - Accounting: Check/Deposit report omits duplicate names
Bug 20923: Bug 20923 - Year End: Previous Year Path incorrect after Year End is completed
Bug 20930: Bug 20930 - Pluss Pay : Ensure better handling of 999 errors we receive from Fullsteam
Bug 20951: Bug 20951 - Open Orders - Signature Authorization no longer calls Topaz when connected
Bug 20958: Bug 20958 - Utilities: If user level privileges are setup and the user is blocked from specific options in Utilities, we are disabling the same options in the submenus
Detailed release notes for 2.2.66
_______________________________________________________________
DESCRIPTION:
Bug 20388 - Utilities: If user level privileges are setup and the user is blocked from Utilities, our Master Password does not unlock the menu
APPLICATION: PTM Vision/Utilities
PROBLEM SUMMARY: If user level privileges are setup and the user is blocked from Utilities, Pluss Software Technical Support Admin Password does not unlock the menu
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
***No testing is required. This feature only affects internal Pluss Software Support****
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=user_level_protection
DESCRIPTION:
Bug 20680 - PTM Vision Backup: Need to include the vforms.dbf and the labels.dbf in the ULB backup
APPLICATION: PTM Vision/Utilities/Backup System
PROBLEM SUMMARY: Need to include the vforms.dbf and the labels.dbf in the ULB backup
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select U. Utilities
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Select L. Backup System
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Select B. Complete Backup
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Access the PTM Vision directory
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Verify the vforms.dbf and labels.dbf have 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
DESCRIPTION:
Bug 20914 - Accounting: Check/Deposit report omits duplicate names
APPLICATION: PTM Vision/Accounting/Check Register
PROBLEM SUMMARY: Check/Deposit report omits duplicate names
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select A. Accounting System
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Select C. Check Register
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Select a Checking Account
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Type in a Deposit number to filter the grid by and press enter
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Select F7. Print
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Select G. Check/Deposit Report
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Verify any duplicate Customer names on the deposit have not been omitted
-
<<------------*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 20923 - Year End: Previous Year Path incorrect after Year End is completed
APPLICATION: PTM Vision/Year End Process
PROBLEM SUMMARY: Previous Year Path incorrect after Year End is completed
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***IMPORTANT: Do not complete the Year End process without verifying all year end processes have been completed and/or Pluss Software Support has been contacted as this process does close out business for the Year***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select U. Utilities
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Select K. File Utilities
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Select H. End of Year Preparation
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Enter File Access Code
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A prompt is shown for the Year End designation
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This box should have the 4 digit year corresponding with the beginning date of the year you are closing.
-
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Click the Ok button to continue
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Click Yes when prompted to run the year for /vision/XXXX
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A prompt is shown
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Select the following Options -
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1. Backup System: Yes
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2. Zero Profits on Inventory Items: Yes
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3. Zero Quantity Sold on Inventory Items: Yes
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4. Remove Sold Vehicles from Current Inventory: Yes
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5. Redistribute Data After Year End: Yes
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-
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Enter a Date to use for Archiving Work Orders and Part Data
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Note: This date is taken from QOPTION11
-
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Select Ok to accept the selected options and continue the Year end process
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After the Year End process is completed, a prompt is shown for the new system dates, Click Ok to accept the dates and continue the Year end process
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**NOTE: The dates are auto-populated; Verify the dates are correct and correspond to the start and end dates of the new year
-
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Vision will now re-index the Vision Directory and run Accounting Maintenance.
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A report window is shown; Select the Door (Exit) Icon to close the report window to complete the Year End Process
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Verify a dialog message is shown that states "Year End Process is Complete"
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Exit PTM Vision
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Access PTM Vision
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Select U. Utilities
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Select J. System Setup
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Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options
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Select O. Bookkeeping Options
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An Options window is shown
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Verify the box has the 4 digit year corresponding with the beginning date of the year being closed
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 20930 - Pluss Pay : Ensure better handling of 999 errors we receive from Fullsteam
APPLICATION: PTM Vision
PROBLEM SUMMARY: Pluss Pay : Ensure better handling of 999 error responses
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select O - Open Orders
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Select an Open Order
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Select Alt F7 - Print Bill/Close
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Select Alt F7 - Print Bill/Close
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Run a Credit Card - If there is no response in 30 seconds a retry process will lookup and retrieve the original transaction and return the original response
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Success Message displays
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_credit_card_processing
DESCRIPTION:
Bug 20951 - Open Orders - Signature Authorization no longer calls Topaz when connected
APPLICATION: PTM Vision
PROBLEM SUMMARY: Open Orders - Signature Authorization no longer calls Topaz when connected
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
-
Attach a Topaz Signature Pad via USB
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Select Services
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Access PTM Vision
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Select Features. Verify Feature 5,77 is not selected. Select OK
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Also verify Features 7,15 / 7,16 and 1,1 are selected
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Select O - Open Orders
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Highlight an Open Order and select F7
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Select A - Printing
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Select M - Print Authorization - The Topaz Signature prompt displays and device is active
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=a__printing
DESCRIPTION:
Bug 20958 - Utilities: If user level privileges are setup and the user is blocked from specific options in Utilities, we are disabling the same options in the submenus
APPLICATION: PTM Vision/Utilities
PROBLEM SUMMARY: If user level privileges are setup and the user is blocked from specific options in Utilities, we are disabling the same options in the submenus
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
***No testing is required. This feature only affects internal Pluss Software Support****
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=user_level_protection