422
Summary release notes for 2.2.95
released on 3/5/2021 6
Bug 22258: Bug 22258 - Accounting: Accounting Option Locking Months PrevYears not working in AP
Bug 22307: Bug 22307 - Price File Import: When importing the Price file, we are not maintaining Margins when only importing Cost values
Bug 22308: Bug 22308 - PhaseZero/Open Orders: Issue with single character ship to account being sent from PhaseZero is keying down to an account in Vision on import.
Bug 22315: Bug 22315 - PhaseZero: Issue with multiple ship to addresses with same name, no account number
Detailed release notes for 2.2.95
_______________________________________________________________
DESCRIPTION:
Bug 22258 - Accounting: Accounting Option Locking Months PrevYears not working in AP
APPLICATION: PTM Vision
PROBLEM SUMMARY: Accounting: Accounting Option Locking Months PreYears not working in AP
<<-------------------------------------*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 D-Chart of Accounts
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Select F6-Options
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Select G-Lock Months
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Enter a Capital Y in Previous Years, select OK
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Select B-Accounts Payable
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Select F2-New
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Add a new payable record with a Invoice Date of 2020
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Record Locked message displays and Invoice Date changes to today's date
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 22307 - Price File Import: When importing the Price file, we are not maintaining Margins when only importing Cost values
APPLICATION: PTM Vision
PROBLEM SUMMARY: Price File Import: When importing the Price file, we are not maintaining Margins when only importing Cost values
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Create a Price File in csv format containing the following fields: FLD1, FLD2, FLD7, FLD8, FLEET, LIST, FLD10, NEWNUM, WEIGHT
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Access PTM Vision
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Select I-Inventory
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Select F6-Options
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Select Import Options
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Select Import to Price Files
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Select the location of the Price File, select OK
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On the Import screen, Enter COL1 in the Part Number field
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Enter COL2 in the Description field
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Enter COL3 in the Cost field
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Enter COL4 in the Wholesale field
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Enter COL5 in the Fleet field
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Enter Col6 in the List Field
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Select F8-Import, select OK when complete
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Select F10-Search on the Inventory screen and review the prices updated
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Update the Price File field FLD3 (Cost)
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Rerun the import process but only select Part Number, Description, and Cost.
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Re-Review that the margins (Wholesale, Fleet, and List) on the Inventory screen updated based on the new Cost imported.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=all_makes_price_import
DESCRIPTION:
Bug 22308 - PhaseZero/Open Orders: Issue with single character ship to account being sent from PhaseZero is keying down to an account in Vision on import.
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: Issue with single character ship to account being sent from PhaseZero is keying down to an account in Vision on import
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Note: Testing only required if using the PhaseZero integration; Otherwise, no testing is required***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select the External Actions button
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Line up on the PhaseZero order and select F6. Process
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Verify if a Ship-to address is sent that it does not match a typical Phone Number format, the following dialog is shown "The Ship to Number provided does not match the Vision Customer Account format (XXX-XXXX). We were unable to locate a customer by the Ship to Customer Name. Would you like to search for the account in Customer files? If No is selected, a Ship- to address will not be added to the invoice."
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Select No to the dialog
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Verify once the Order is shown, no Ship to address has been added
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Verify if Yes was selected and a Sip to account was added to the order, it is properly shown on the order once open
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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PhaseZero 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=21_0_integrations
DESCRIPTION:
Bug 22315 - PhaseZero: Issue with multiple ship to addresses with same name, no account number
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: Issue with multiple ship to addresses with same name, no account number
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Note: Testing only required if using the PhaseZero integration; Otherwise, no testing is required***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select the External Actions button
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Line up on the PhaseZero order and select F6. Process
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Verify once the Order is shown, the Ship to address has been added
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Verify the Ship-To address has not been added to the Customer file if it did not already exist
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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PhaseZero 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=21_0_integrations
