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Summary release notes for 2.2.97
released on 3/22/2021
Bug 22356: Bug 22356 - Open Orders: Pick ticket is displaying the Checklist notes from Labor Operations
Bug 22357: Bug 22357 - PhaseZero/Price Matrix: Price matrix setup with a P-Level and no cost is displaying the Customers default account type price instead of the assigned P-Level
Bug 22401: Bug 22401 - PlussPay - Open Orders - If Deposits are applied and the final invoice is Paid by a Credit Card Token, the AR unapplied field is empty, leaving the account out of balance
Detailed release notes for 2.2.97
_______________________________________________________________
DESCRIPTION:
Bug 22356 - Open Orders: Pick ticket is displaying the Checklist notes from Labor Operations
APPLICATION: PTM Vision/Open Orders/Pick Ticket
PROBLEM SUMMARY: Pick ticket is displaying the Checklist notes from Labor Operations
<<-------------------------------------*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 the Work Orders tab
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Select F2. New Order
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Enter Customer Account Number
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In the Input field, enter a Labor Operation
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Select F4. Edit and enter a Note in the Checklist text box
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Select Ok to save
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In the Input field, enter an Inventory item that is currently in Inventory
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Select F7. Print/A. Printing/F. Pick Ticket
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Select yes to set order to Bin Location
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Verify when the Pick Ticket is shown, Notes/Checklists from the Labor operation are not shown
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 22357 - PhaseZero/Price Matrix: Price matrix setup with a P-Level and no cost is displaying the Customers default account type price instead of the assigned P-Level
APPLICATION: PTM Vision/Open Orders and PhaseZero Integration
PROBLEM SUMMARY: Price matrix setup with a P-Level and no cost is displaying the Customers default account type price instead of the assigned P-Level
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Note: Testing required only if using the PhaseZero Integration Otherwise, no testing is required***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access the PhaseZero website
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Sign in to Customer account
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Search for an Inventory item that has a Price matrix setup for the Line or Linepart number with a $0 Price and a P-Level
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Verify the Price is displayed correctly according to the Price Matrix
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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*------------------------------------->>
DESCRIPTION:
Bug 22401 - PlussPay - Open Orders - If Deposits are applied and the final invoice is Paid by a Credit Card Token, the AR unapplied field is empty, leaving the account out of balance
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay - Open Orders - If Deposits are applied and the final invoice is Paid by a Credit Card Token, the AR unapplied field is empty, leaving the account out of balance
<<-------------------------------------*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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Locate an order and open it, or select F2-New
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Select C-Customer and verify the same Customer Account is on the Open Order
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Select F6-Credit Card. If no Token is present, select F2-New
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Enter Name on Card, Zip Code, and Country, select Submit
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Enter Card number, expiration date, and CVV number, select Get Token
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Close Customer File and return to the Open Order
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Select F6-Options.
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Select C-Deposit Utility
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Select A-Create a Deposit. Enter Cash in the Memo Field
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Enter an amount less than the total on the order
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Select Cash from the Payment Type dropdown. Print the receipt if you wish
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Select Ctrl-F7 Print Bill/Close
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Select Yes to Card on File message
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Select F8-Select for the highlighted Credit Card
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Select Yes to Process through the Merchant - Success Message displays
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Select C-Customer File. It should open the customer just paid
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Select F8-AR
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The credit card payment should fill in the Charge field with the Invoice Total and the Unapplied field will list the payment just processed, leaving the account at a zero balance
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=customer_file_accounts_receivable
