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Summary release notes for 2.2.118
released on 8/24/2021
Bug 21296: Bug 21296 - Open Orders/Labor Operations: When editing a labor operation, the F3 button labeled as Find just inserts a Warning into the description
Product Backlog Item 22343: 22343 - Fleet Batch Processing
Bug 22971: Bug 22971 - Pluss Pay - Add Merchant _List.DBF and Merchant__List.FPT to Backups
Bug 22982: Bug 22982 - Vin Decoder: Issue with text size when screen is maximized/minimize
Bug 22983: Bug 22983 - Purchase Orders: porep2.frx is copying the first items location and putting it in the location field for all items on that report
Bug 23001: Bug 23001 - Open Orders: Issue with Core charge when 2 of the same part are on the order and one is removed
Bug 23010: Bug 23010 - ECM Communications - Incorrect sent email address being delivered due to similar user names
Bug 23014: Bug 23014 - Plusspay: charge accounts are not getting CASH-CC properly for refund orders
Bug 23015: Bug 23015 - Plusspay : Original CC Fee from Vision (WO's with CASH-CC Terms) doesn't match what is applied on the mobile payment app. Causes issue with refunds
Bug 23017: Bug 23017 - PlussPay: Terminal access has changed in MerchantTrack
Detailed release notes for 2.2.118
_______________________________________________________________
DESCRIPTION:
Bug 21296 - Open Orders/Labor Operations: When editing a labor operation, the F3 button labeled as Find just inserts a Warning into the description
APPLICATION: PTM Vision/Open Orders/Labor Operations
PROBLEM SUMMARY: When editing a labor operation, the F3 button labeled as Find just inserts a Warning into the description
<<-------------------------------------*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
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Verify an F3. Warn button is shon
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Select F3. Warn
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Verify a warning message is entered
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
22343 - Fleet Batch Processing
APPLICATION: PTM Vision
PROBLEM SUMMARY: Fleet Batch Processing
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Batch Processing Utility
The Interface
Open Orders Screen
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There is a new column added to the Work Order Table called Batch. It can be added to the Open Order screen through System Setup. U-J-Q Feature 1,11:
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Scroll down on the Data Fields and highlight the Batch label.
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Click the right arrow to move the Batch field to the Include Fields column.
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Select the OK button to save the updates.
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After closing features, saving changes, then restarting Vision, the column will be visible as seen here:
New Options Menu(s)
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F6. Options have a new submenu for Batched Order processing:
A.Processing Batched orders
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After you have selected invoices to process, this option will automatically bill and process those selected invoices. Make sure you use this option only when you are sure that the correct invoices are marked.
B. Untag All Batched Orders
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This will untag all invoices that are tagged for processing.
C. Restore Tagged Orders
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This will tag all Invoices for customers who have FLEET BILLING* in their customer notes. See the Customer setup section for more information. It will not restore tags for invoices that are for customers who do not have the FLEET BILLING* note.
D. Tag/Untag Selected Order Ctrl+B
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If there are invoices you want to manually Tag or Untag, you can either use this menu item or use the hotkey of CTRL+B.
E. Batched Invoice Processing Settings
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The settings screen allows you to customize the batch processing.
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Print All Invoices
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This will Toggle whether or not Vision will auto print the Invoices that are processed.
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Email Copies to Customers
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This will toggle whether or not Vision will auto-email the Invoices that are processed.
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Use Tokens to Process Invoices
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This will toggle whether or not Vision will auto charge the customer’s default token and process the invoice.
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Charge To Account if no Token is Present
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If you are processing batched orders, and the customer doesn’t have a default token setup, Vision will charge the invoice to the account and close the invoice.
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Allow Charge to Account
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This will toggle whether or not Vision will auto charge the customer’s account and process the invoice.
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Note that the features “Use Tokens to Process Invoices” and “Allow Charge to Account” cannot be enabled at the same time.
F. Batch Processing Report
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The Processing Report Option will allow you to print information about your Batched Invoices:
G. Charge Default Token On Batch Process Y/N
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This will toggle whether or not Vision will auto charge the customer’s default token and process the invoice. It is the same as the same toggle option under the Batch Processing Settings, but also provides a quick reference of it’s status.
Customer File Setup
Customer Setup
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The customers who need to have batch tagging on open orders require the note of FLEET BILLING* (Case Sensitive) in their notes, an example is down below:
Default Token Setup
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For a customer’s default token processing to function, they require a default token:
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The X marks the selected token as default, to make a default token, line up on a token and press F4 Edit. Change the Prompt/Default box to read ‘X’:
Batch Processing Billing Report
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After a successful batch is completed, a report will be generated to display the processed orders. As additional orders are Batch Closed for the day, they will be appended to the report and be sorted by Work Order number.
Orders unable to be Processed with Batch Processing
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Undistributed Labor
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To resolve, from Open Orders select F8-WO# Search. Search for the Orders. Open the Order and highlight a Labor item. Verify a Technician is assigned and Select F4-Edit. Select Ctrl/H-0Tech and OK to distribute Zero Tech hours to the assigned Technician. Select OK to save changes.
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Existing Backorders
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To resolve, wait for the back ordered item to arrive and process as Received. Once the Part is out of Backorder status, the Batched Order should close.
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Credit Card Payment at $0.00 Premium
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To resolve, from Open Orders select F8-WO# Search. Search for the Orders. Open the Order and select Alt-F7-Print and Close. Select A-Pay by Cash to close the Order.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=6_7_6_batch_billing
DESCRIPTION:
Bug 22971 - Pluss Pay - Add Merchant _List.DBF and Merchant__List.FPT to Backups
APPLICATION: PTM Vision
PROBLEM SUMMARY: Pluss Pay - Add Merchant _List.DBF and Merchant__List.FPT to Backups
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select U, L, B-Complete Backup
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Once complete, from the Vision/Backup folder verify the files Merchant _List.DBF and Merchant__List.FPT are present.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=backup
DESCRIPTION:
Bug 22982 - Vin Decoder: Issue with text size when screen is maximized/minimize
APPLICATION: PTM Vision
PROBLEM SUMMARY: Vin Decoder: Issue with text size when screen is maximized/minimize
<<-------------------------------------*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 an Open Order with a Unit attached
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Select F8-Amend
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Select the dropdown in the Unit field and choose a different Unit.
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Open the Vision window and the Open Order screen to full screen
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All fields should be formatted to fit in the fields without overlapping
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Select Ok
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Select C-Customer
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Select a Customer
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Select Ctrl U-Units
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By default, the first Unit will display. Select another Unit.
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All fields should be formatted to fit in the fields without overlapping
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=unit_information_fields
DESCRIPTION:
Bug 22983 - Purchase Orders: porep2.frx is copying the first items location and putting it in the location field for all items on that report
APPLICATION: PTM Vision/Purchase Orders
PROBLEM SUMMARY: porep2.frx is copying the first items location and putting it in the location field for all items on that report
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select P. Purchase Orders
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Line up on a Purchase order
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Select O. order
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Select F7. Print/A. Print Current PO#
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Check in the box to Show Location and select Ok
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Verify the correct Bin locations are shown on the Inventory items
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=purchase_orders
DESCRIPTION:
Bug 23001 - Open Orders: Issue with Core charge when 2 of the same part are on the order and one is removed
APPLICATION: PTM Vision
PROBLEM SUMMARY: Open Orders: Issue with Core charge when 2 of the same part are on the order and one is removed
<<-------------------------------------*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 F2-New
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Select an Account Number from the dropdown
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Add a Non-Stocking part in the Input field, select Enter
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Select X to add as Non-Stock Part
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Update the description, and Cost. Select OK
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Update the description, and Cost. Select OK
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Select No to Do you want to backorder this item now
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Select the Non-Stocking Part and open to the Details screen
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Add a Core Price and 1 to the BO Quantity. Select OK
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Enter 1 on the Enter Core Received from Customer. Select Enter
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Select a Supplier from the dropdown. Select OK. Select OK to close the Item Details screen
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There should be 1 Back Order Part, 1 Core, and -1 Core displayed on the Open Order screen
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Select F11-PO
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Select O-Order Part. Select Yes to Would you like to start a PO
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Select R-Receiving. Select Yes to Would you like to go into Receiving mode
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Select F8-Process. Select Yes to Continue Receiving Purchase Order
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Select No to Would you like this invoice applied to your payables
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Select No to Print Received items. Select OK to close PO screen
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There should be a QTY of 1 Part, 1 Core, and -1 Core displayed on the Open Order screen
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=selling_non_inventoried_parts_-_non_stock
DESCRIPTION:
Bug 23010 - ECM Communications - Incorrect sent email address being delivered due to similar user names
APPLICATION: PTM Vision
PROBLEM SUMMARY: EDM Communications - Incorrect sent email address being delivered due to similar user names
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Log in as a user with a similar name to another User (Chris vs ChrisR)
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Select the Compose Button in the Communications Bar.
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Send an email to your local email address.
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Once Email is received, verify the correct email is listed in the From destination
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=emailing___faxing_from_edm_
DESCRIPTION:
Bug 23014 - Plusspay: charge accounts are not getting CASH-CC properly for refund orders
APPLICATION: PTM Vision
PROBLEM SUMMARY: Plusspay: charge accounts are not getting CASH-CC properly for refund orders
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Create a new Work Order for a receivables customer
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Make sure you switch the WO terms to Cash-CC
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Add parts/labor to sell
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Print Bill Close and charge to a credit card
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After the card is charged and the order is closed, go into the Open Orders screen
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F10. Search for the customer you just charged
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Select the order you just closed, use F9 to create a refund order
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The terms display as CASH-CC
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_use
DESCRIPTION:
Bug 23015 - Plusspay : Original CC Fee from Vision (WO's with CASH-CC Terms) doesn't match what is applied on the mobile payment app. Causes issue with refunds
APPLICATION: PTM Vision
PROBLEM SUMMARY: Plusspay: Original CC Fee from Vision (WO's with CASH-CC Terms) doesn't match what is applied on the mobile payment app. Causes issue with refunds
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Create a new Work Order for a cash customer
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Update the WO terms to Cash-CC
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Add parts/labor to in the Input section
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Click OK to close the WO screen, the WO will upload online
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In the Mobile app, pay the WO for that customer
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In Vision, the payment will be available in the Mobile Pay menu, Process the payment
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Go into the WO you just processed the payment for
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Print Bill Close the WO
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After the card is charged and the order is closed, go into the Open Orders screen
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Select F10. Search for the customer you just charged
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Select the order you just closed, use F9 to create a refund order
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Print Bill Close the order to refund the card. The refund is successful
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=pluss_payment_refund
DESCRIPTION:
Bug 23017 - PlussPay: Terminal access has changed in MerchantTrack
APPLICATION: PTM Vision
PROBLEM SUMMARY: PlussPay: Terminal access has changed in MerchantTrack
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select Services
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Select Pluss Payments
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Select Configure Online Users
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Highlight a Username and select F4-Edit
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To grant Terminal Management permission, select the Checkbox. Select OK
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Select F8-Launch to login to MerchantTrack and verify the permission is present
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=configure_user_settings
