Summary release notes for 2.2.99
released on 4/15/2021
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
_______________________________________________________________
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*----------------------->>
-
Access PTM Vision.
-
Select A - Accounting.
-
Select C - Check Register.
-
Highlight the Bank Account to work on, select OK.
-
Select F6 - Options.
-
Select D - Reconcile Account.
-
Select A - Create Bank Reconciliation.
-
Update the Reconcile Up To date to today's date, select OK.
-
Scroll to the bottom and select R - Reconcile on items with the same check number. (note the date and check number)
-
Select OK
-
Re-run steps 3-8. In step 8 enter the month end date prior to the check date in the items reconciled.
-
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_
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*----------------------->>
-
Access PTM Vision
-
Select the Compose button on the Communications toolbar
-
Select the Customer needed for the Email
-
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*------------------------------------->>
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*------------------------------------>>
-
Access PTM Vision
-
Select U. Utilities
-
Select J. System Setup
-
Select Q. System Features
-
In the Search field, enter 5.68
-
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."
-
-
Activate the Feature and select Ok to save
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select I. Inventory
-
Select F10. Search and enter COR*
-
If not already in inventory, select F2. New and add the COR* Default core line item.
-
-
In the Cost field, enter a value
-
In the Wholesale field, enter a value
-
In the Margins field, enter the desired percentages needed for each price level
-
Select F4. Edit to save the change
-
Exit Inventory
-
Select O. Open Orders
-
Select the Work Orders tab
-
Select F2. New Order
-
Enter Customer Account Number
-
In the Input field, enter a Non-Inventory part number and press enter
-
Once the Search window is shown, select X to access Item details
-
Enter a Description, Quantity, Cost, and a Core charge
-
Select Yes to the Back order prompt
-
Enter a valid Supplier and select Ok
-
Enter a Core return of 1 and select Ok
-
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*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select O. Open Order
-
Select the Work Orders tab
-
Select F2. New Order
-
Enter Customer Account Number
-
In the Input field, enter an Inventory item
-
In the Input field, enter another Inventory item
-
Line up on the first item, and select Ctrl + X to mark the item
-
Line up on the second item, and select Ctrl + X to mark the item
-
Select Ctrl + F2. Reorder to New Order
-
Select N. National Sales Order
-
Select Yes to move only marked items on the work order
-
Select Yes to Zero selling costs
-
Enter in a Reference memo
-
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
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*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select the Estimates tab
-
Select F2. New Order
-
Select the Order type for which the Estimate is to be converted (Sales Order, Work Order, or None)
-
Note: If X. Esc Exit is selected, the system defaults to the Sales type order
-
-
Enter in the Customer for which the Price matrix has been setup
-
In the Input field, enter an Inventory item where the Price matrix would be applied
-
Verify the Cost of the Inventory item is calculated correctly depending on the settings in the Price matrix file
-
-
In the Input field, enter an Inventory item where the Price matrix would NOT be applied
-
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*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select the Sales Order tab
-
Select F2. New Order
-
Enter Customer Account Number
-
In the Input field, enter a measured inventory item setup with a Measure of 100 and has no quantity in stock
-
Select Yes to back order the inventory item
-
Once the order is shown, change the back order value to 100
-
Select F11. PO
-
Line up on the PO and select F4. Edit
-
Verify the back ordered quantity has been correctly set to 1 and not 100
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
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*----------------------->>
-
Access PTM Vision
-
Select Services/Switch Years/Previous Year
-
Select R. Reporting
-
Select D. Customer File
-
Select T. Aged Customer Report
-
Select Yes to the dialog message that states "Show Contact and 120 day information"
-
Select Yes to the dialog that states "Would you like to update Customer File Aging?"
-
Select P. Preview Report
-
Once the Report viewer is shown, verify the values in the Report are accurate
-
Exit the Report
-
Select C. Customer File
-
Locate a Customer
-
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*------------------------------------->>