Summary release notes for 2.2.87
released on 1/21/2021
Bug 21919: Bug 21919 - Pluss Portal/AR: Issue with incoming payments not posting correctly to the AR
Bug 21972: Bug 21972 - Accounting Utilities: 1099 MISC form needs to be updated
Bug 21973: Bug 21973 - Accounting Utilities: 1099 NEC form needs to be added
Detailed release notes for 2.2.87
_______________________________________________________________
DESCRIPTION:
Bug 21919 - Pluss Portal/AR: Issue with incoming payments not posting correctly to the AR
APPLICATION: PTM Vision/Customer File/Accounts Receivable and Pluss Portal
PROBLEM SUMMARY: Issue with incoming payments not posting correctly to the AR
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Note: Testing only required if Sales ledger records exceeded 9999 and Pluss Portal Online is being used***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access the PlussCommerce web page
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Select the Login drop down menu located in the upper right hand corner of the page.
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Log in to the website by selecting Log in from the drop down menu and entering a registered email/password.
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From the website menu, select Invoices.
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Verify the Customer’s account balance is shown.
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Select the Pay balance button.
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In the Amount $ field, enter a valid dollar amount.
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Select the Credit card option for payment, if shown
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Select the Pay button.
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Verify the Credit Card Transaction Details page is shown
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Enter a Name in the 'Name on Card' field
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Enter a Valid Zip Code
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Select the Make Payment button
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Verify the Transactions Popup is shown
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Verify the Name on Account has been defaulted to the Name on Card entry
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Enter a Valid Credit card number, Valid Exp Date, and Valid CVV code
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Select the Pay button
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Verify if the transaction is successful, the Invoice is shown with the Transaction details
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Select the View invoices button.
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Verify the Invoices page is shown.
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Access PTM Vision
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Select the green Invoices button
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Verify the ROA payment is shown
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Select F6. Process on the ROA payment
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Access C. Customer File
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Select F8. Ar
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Verify the ROA payment from the website is shown and has been correctly applied to the Customers accounts receivable
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Pluss Portal: Please Contact Pluss Software Sales Department for more information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce
DESCRIPTION:
Bug 21972 - Accounting Utilities: 1099 MISC form needs to be updated
APPLICATION: PTM Vision
PROBLEM SUMMARY: Accounting Utilities: 1099 NEC form needs to be added
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select A-Accounting
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Select I-Accounting Utilities
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Select C-1099 Utility
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Verify the dates are 1/1/2020 - 12/31/2020, and Process Last Batch is N. Select OK
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Select Yes to Omit duplicates
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Select F9-Tag to mark for Printing
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For each record select F10-NEC/MISC for the 1099-NEC format or MISC for 1099-MISC
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Select F7-Print
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Select Printer for each form separately and print
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=printing_1099_forms
DESCRIPTION:
Bug 21973 - Accounting Utilities: 1099 NEC form needs to be added
APPLICATION: PTM Vision
PROBLEM SUMMARY: Accounting Utilities: 1099 NEC form needs to be added
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select A-Accounting
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Select I-Accounting Utilities
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Select C-1099 Utility
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Verify the dates are 1/1/2020 - 12/31/2020, and Process Last Batch is N. Select OK
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Select Yes to Omit duplicates
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Select F9-Tag to mark for Printing
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For each record select F10-NEC/MISC for the 1099-NEC format or MISC for 1099-MISC
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Select F7-Print
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Select Printer for each form separately and print
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=printing_1099_forms