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Home > Release Notes > PTM Vision > 2020 Release Notes > 09/16/2020 - Release version 2.2.66
09/16/2020 - Release version 2.2.66
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Summary release notes for 2.2.66

released on 9/16/2020

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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

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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


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select U. Utilities

  3. Select L. Backup System

  4. Select B. Complete Backup

  5. Access the PTM Vision directory

    1. 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 


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select A. Accounting System

  3. Select C. Check Register

  4. Select a Checking Account

  5. Type in a Deposit number to filter the grid by and press enter

  6. Select F7. Print

  7. Select G. Check/Deposit Report

    1. 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


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select U. Utilities

  3. Select K. File Utilities

  4. Select H. End of Year Preparation

  5. Enter File Access Code

  6. A prompt is shown for the Year End designation

    1. This box should have the 4 digit year corresponding with the beginning date of the year you are closing.

  7. Click the Ok button to continue

  8. Click Yes when prompted to run the year for /vision/XXXX

  9. A prompt is shown

    1. Select the following Options -

      1. 1. Backup System: Yes

      2. 2. Zero Profits on Inventory Items: Yes

      3. 3. Zero Quantity Sold on Inventory Items: Yes

      4. 4. Remove Sold Vehicles from Current Inventory: Yes

      5. 5. Redistribute Data After Year End: Yes

  10. Enter a Date to use for Archiving Work Orders and Part Data

    1. Note: This date is taken from QOPTION11

  11. Select Ok to accept the selected options and continue the Year end process

  12. 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

    1. **NOTE: The dates are auto-populated; Verify the dates are correct and correspond to the start and end dates of the new year

  13. Vision will now re-index the Vision Directory and run Accounting Maintenance.

  14. A report window is shown; Select the Door (Exit) Icon to close the report window to complete the Year End Process

    1. Verify a dialog message is shown that states "Year End Process is Complete"

  15. Exit PTM Vision

  16. Access PTM Vision

  17. Select U. Utilities

  18. Select J. System Setup

  19. Select J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options

  20. Select O. Bookkeeping Options

  21. An Options window is shown

    1. 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*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_1_11_a_year_end_utility 


 

 

 

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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*----------------------->>

  1. Access PTM Vision 

  2. Select O - Open Orders

  3. Select an Open Order

  4. Select Alt F7 - Print Bill/Close

  5. Select Alt F7 - Print Bill/Close

  6. 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

  7. 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


 

 

 

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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*------------------------------------>>

  1. Attach a Topaz Signature Pad via USB

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

  1. Select Services

  2. Access PTM Vision 

  3. Select Features.  Verify Feature 5,77 is not selected.  Select OK

  4. Also verify Features 7,15 / 7,16 and 1,1 are selected

  5. Select O - Open Orders

  6. Highlight an Open Order and select F7

  7. Select A - Printing

  8. 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


 

 

 

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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


 

 

 

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