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Home > Release Notes > PTM Vision > 2021 Release Notes > 04/15/2021 - Release Version 2.2.99
04/15/2021 - Release Version 2.2.99
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Summary release notes for 2.2.99

released on 4/15/2021

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Bug 21403: Bug 21403 - Accounting - Bank Reconciliation pulling reconciled records beyond date set in Reconcile Up To field

Bug 22290: Bug 22290 - PTM Vision: Old email compose form does not respect Vision color scheme settings

Bug 22341: Bug 22341 - Open Orders: Core margins not being properly applied to non-inventory items

Bug 22414: Bug 22414 - Open Orders: Tire reorder option not functioning as expected

Bug 22456: Bug 22456 - Open Orders/Estimates: Estimates are not properly applying Price matrix pricing

Bug 22462: Bug 22462 - Open Orders: Measured items are not back ordering correctly

Bug 22579: Bug 22579 - Reporting: (RDT YY ) Aging Report recalculates previous year 30/60/90 data incorrectly

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.99

 _______________________________________________________________

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DESCRIPTION: 

Bug 21403 - Accounting - Bank Reconciliation pulling reconciled records beyond date set in Reconcile Up To field

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Accounting - Bank Reconciliation pulling reconciled records beyond date set in Reconcile Up To field

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision.

  2. Select A - Accounting.

  3. Select C - Check Register.

  4. Highlight the Bank Account to work on, select OK.

  5. Select F6 - Options.

  6. Select D - Reconcile Account.

  7. Select A - Create Bank Reconciliation.

  8. Update the Reconcile Up To date to today's date, select OK.

  9. Scroll to the bottom and select R - Reconcile on items with the same check number. (note the date and check number) 

  10. Select OK

  11. Re-run steps 3-8.  In step 8 enter the month end date prior to the check date in the items reconciled.  

  12. Select F8 - Save

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22290 - PTM Vision: Old email compose form does not respect Vision color scheme settings

APPLICATION: PTM Vision/Email Compose Forms

 

PROBLEM SUMMARY:  Old email compose form does not respect Vision color scheme settings

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision

  2. Select the Compose button on the Communications toolbar

  3. Select the Customer needed for the Email

    1. Verify when the form is shown, the new UI form is shown and not the older UI form

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • 12,15: Show Communications Toolbar

  • 3,29: (Disabled) Enable Html Editor on Email Forms

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22341 - Open Orders: Core margins not being properly applied to non-inventory items

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Core margins not being properly applied to non-inventory items

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

  1. Access PTM Vision

  2. Select U. Utilities

  3. Select J. System Setup

  4. Select Q. System Features

  5. In the Search field, enter 5.68

    1. Verify the following feature is shown "Add Default Margin for Nonstocking COR parts: If enabled, nonstocking COR parts will be added to orders using a margin calculated by the COR* generic line code in Inventory."

  6. Activate the Feature and select Ok to save

 

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

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select F10. Search and enter COR*

    1. If not already in inventory, select F2. New and add the COR* Default core line item.

  4. In the Cost field, enter a value

  5. In the Wholesale field, enter a value

  6. In the Margins field, enter the desired percentages needed for each price level

  7. Select F4. Edit to save the change

  8. Exit Inventory

  9. Select O. Open Orders

  10. Select the Work Orders tab

  11. Select F2. New Order

  12. Enter Customer Account Number

  13. In the Input field, enter a Non-Inventory part number and press enter

  14. Once the Search window is shown, select X to access Item details

  15. Enter a Description, Quantity, Cost, and a Core charge

  16. Select Yes to the Back order prompt

  17. Enter a valid Supplier and select Ok

  18. Enter a Core return of 1 and select Ok

    1. Verify when the Item and Core are added to the order, the correct margin pricing has been added to the Core part

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • 5,68: Add Default Margin for Nonstocking COR parts

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22414 - Open Orders: Tire reorder option not functioning as expected

APPLICATION: PTM Vision/Open Orders/National Tire Orders

 

PROBLEM SUMMARY:  Tire reorder option not functioning as expected

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision

  2. Select O. Open Order

  3. Select the Work Orders tab

  4. Select F2. New Order

  5. Enter Customer Account Number

  6. In the Input field, enter an Inventory item

  7. In the Input field, enter another Inventory item

  8. Line up on the first item, and select Ctrl + X to mark the item

  9. Line up on the second item, and select Ctrl + X to mark the item

  10. Select Ctrl + F2. Reorder to New Order

  11. Select N. National Sales Order

  12. Select Yes to move only marked items on the work order

  13. Select Yes to Zero selling costs

  14. Enter in a Reference memo

    1. Verify when the new order is shown, it is a Work order and not a different Order type

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22456 - Open Orders/Estimates: Estimates are not properly applying Price matrix pricing

APPLICATION: PTM Vision/Open Orders/Estimates

 

PROBLEM SUMMARY:  Estimates are not properly applying Price matrix pricing

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select the Estimates tab

  4. Select F2. New Order

  5. Select the Order type for which the Estimate is to be converted (Sales Order, Work Order, or None)

    1. Note: If X. Esc Exit is selected, the system defaults to the Sales type order

  6. Enter in the Customer for which the Price matrix has been setup

  7. In the Input field, enter an Inventory item where the Price matrix would be applied

    1. Verify the Cost of the Inventory item is calculated correctly depending on the settings in the Price matrix file

  8. In the Input field, enter an Inventory item where the Price matrix would NOT be applied

    1. Verify the Cost of the Inventory item is calculated correctly and the Price matrix has not been applied

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22462 - Open Orders: Measured items are not back ordering correctly

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Measured items are not back ordering correctly

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select the Sales Order tab

  4. Select F2. New Order

  5. Enter Customer Account Number

  6. In the Input field, enter a measured inventory item setup with a Measure of 100 and has no quantity in stock

  7. Select Yes to back order the inventory item

  8. Once the order is shown, change the back order value to 100

  9. Select F11. PO

  10. Line up on the PO and select F4. Edit

    1. Verify the back ordered quantity has been correctly set to 1 and not 100

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

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


 

 

 

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DESCRIPTION: 

Bug 22579 - Reporting: (RDT YY ) Aging Report recalculates previous year 30/60/90 data incorrectly

APPLICATION: PTM Vision (Previous Year)/Reporting

 

PROBLEM SUMMARY:  (RDT YY ) Aging Report recalculates previous year 30/60/90 data incorrectly

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

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

  1. Access PTM Vision

  2. Select Services/Switch Years/Previous Year

  3. Select R. Reporting

  4. Select D. Customer File

  5. Select T. Aged Customer Report

  6. Select Yes to the dialog message that states "Show Contact and 120 day information"

  7. Select Yes to the dialog that states "Would you like to update Customer File Aging?"

  8. Select P. Preview Report

  9. Once the Report viewer is shown, verify the values in the Report are accurate

  10. Exit the Report

  11. Select C. Customer File

  12. Locate a Customer

    1. Verify the Aging has been calculated correctly based on the Year end date and not the current date

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=current_ar_aging_-_transaction_report 


 

 

 

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