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Home > Release Notes > PTM Vision > 2021 Release Notes > 12/01/2021 - Release 2.2.134
12/01/2021 - Release 2.2.134
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Development Production
Dec 01, 2021
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Summary release notes for 2.2.134

released on 12/1/2021

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Bug 14701: Bug 14701 - Open Orders: When a Return is created from History for a Non-Inventory part and the Quantity of the return is changed from the item detail window, we are creating 2 Purchase orders instead of updating the existing Return PO

Bug 20412: Bug 20412 - Open Orders/UI: After converting an order, we can see an artifact of a tab from the Open orders tabs on the screen

Bug 23471: Bug 23471 - Open Orders: Duplicate unit's can be created from Open Orders

Bug 23669: Bug 23669 - Customer File/AR/ROA: List Import does not import a text file when triggered

Bug 23676: Bug 23676 - PTM Vision/Backup: When running the ULB backup procedure, Vision is only backing up Branch one

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.134

 _______________________________________________________________

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DESCRIPTION: 

Bug 14701 - Open Orders: When a Return is created from History for a Non-Inventory part and the Quantity of the return is changed from the item detail window, we are creating 2 Purchase orders instead of updating the existing Return PO

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When a Return is created from History for a Non-Inventory part and the Quantity of the return is changed from the item detail window, we are creating 2 Purchase orders instead of updating the existing Return PO

 

<<-------------------------------------*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

  5. Enter Customer Account information

  6. Select Ctrl+H

  7. Select Yes to limit to customer only

  8. Remove any part numbers in order to search history for all items

  9. Line up on a non-inventory part number and select F11. Return

  10. Select B. Add to Return PO

  11. Once the Item detail window is shown, change the Qty to -3

  12. Select Ok to save

  13. Select F11. PO

    1. Verify the PO has been updated and no other PO's have been created for the Return

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 20412 - Open Orders/UI: After converting an order, we can see an artifact of a tab from the Open orders tabs on the screen

APPLICATION: PTM Vision/Open Orders/UI

 

PROBLEM SUMMARY:  After converting an order, we can see an artifact of a tab from the Open orders tabs on the screen

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select Estimates Tab

  4. Select F2. New

  5. Select A. Work order

  6. Enter Customer account info

  7. In the Input field, enter a part/labor

  8. Exit the order and return to the Open orders screen

  9. Select F6. Options/C. Convert

  10. Select Ok to convert window

  11. Select Yes to back order all low qty parts

  12. Select OK to exit the order

    1. Verify no extra Tabs are shown on the Open Orders window

 

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

N/A

 

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

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

 

 

 

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DESCRIPTION: 

Bug 23471 - Open Orders: Duplicate unit's can be created from Open Orders

APPLICATION: 

 

PROBLEM SUMMARY:  Duplicate unit's can be created from Open Orders

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select the Work Orders tab

  4. Select F2. New Order

  5. Enter Customer Account Number

  6. Select the Unit dropdown and add a unit

  7. Select F8. Amend

  8. Select F8. Amend again

  9. Select the Unit dropdown and line up on a Unit

  10. Select F4. Edit and change the Unit number to a unit number that already exists on the Customer account

    1. Verify a prompt is shown that states "This Unit number already exists"

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 23669 - Customer File/AR/ROA: List Import does not import a text file when triggered

APPLICATION: PTM Vision/Customer File/AR/ROA

 

PROBLEM SUMMARY:  List Import does not import a text file when triggered

 

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

N/A

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

  1. Access PTM Vision

  2. Select C. Customer File

  3. Select F8. Ar

  4. Select F12. ROA

  5. Enter a Check/CC# and an Amount of Credit

  6. Select Ok

  7. Select F11. MkList

  8. Select F9. ImpList

  9. Select a text file to import and select Ok

  10. Once the list is imported, select F8. Pay List

    1. Verify the Status column is marked with Ok or Error

    2. Verify the correct Invoices are marked as Paid

    3. Verify the Amount field is properly displayed once the Create List window is exited

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 23676 - PTM Vision/Backup: When running the ULB backup procedure, Vision is only backing up Branch one

APPLICATION: PTM Vision/Utilities/Complete Backup

 

PROBLEM SUMMARY:  When running the ULB backup procedure, Vision is only backing up Branch one

 

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

N/A

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

  1. Access PTM Vision

  2. Select U. Utilities

  3. Select L. Backup System

  4. Select B. Complete Backup

  5. Allow the backup to complete

    1. Verify all Branches are properly backed up

 

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

N/A

 

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

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


 

 

 

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