Product Backlog Item 23756: Product Backlog Item 23756 - PTM Vision: Update form 1096 for 2021 year end
Bug 23797: Bug 23797 - PTM Vision/Inventory/F12 Stores: The Inventory editor found in Reports (R-A-A-Y) does not update inventory changes online
Bug 23874: Bug 23874 - PTM Vision/User Privileges: Issue with a User in Password protection and User Level privileges
Bug 23930: Bug 23930 - PTM VIsion/User Privileges: Issue with User Log Out option
Bug 23934: Bug 23934 - PTM Vision: VBAR images do not update to indicate enabled/disabled state when using User Login and User Logout functionality
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DESCRIPTION:
Product Backlog Item 23756 - PTM Vision: Update form 1096 for 2021 year end
APPLICATION: PTM Vision/Accounting/Accounting Utilities
PROBLEM SUMMARY: Update form 1096 for 2021 year end
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select A. Accounting System
Select I. Accounting Utilities
Select C. 1099 Utility
Select OK on the Print Utility window that asks for the amount to exceed
Say Yes to Omit Employee names
Line up on a Vendor and select F9. Tag
Select F7. Print
Select C. 1096
Select Ok to the Print Utility window
Verify the form prints with the correct Year
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms
DESCRIPTION:
Bug 23797 - PTM Vision/Inventory/F12 Stores: The Inventory editor found in Reports (R-A-A-Y) does not update inventory changes online
APPLICATION: PTM Vision/Reporting
PROBLEM SUMMARY: The Inventory editor found in Reports (R-A-A-Y) does not update inventory changes online
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select R. Reporting
Select A. Inventory
Select A. Parts Grouped by Line (Onhand-Order-Sold Quantities)
Select Y. Change Costs Only
Uncheck the Edit Bin checkbox and select Ok
Line up on an inventory item and edit the quantity
Verify a sync file is triggered to send the changes online
Select the Esc Exit button
Select I. Inventory
Select the Qty button
Verify the quantity has been updated
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=syncing_inventory
DESCRIPTION:
Bug 23874 - PTM Vision/User Privileges: Issue with a User in Password protection and User Level privileges
APPLICATION: Bug 23874 - User Privileges: Issue with a User in Password protection and User Level privileges
PROBLEM SUMMARY: User Privileges: Issue with a User in Password protection and User Level privileges
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select U-Utilities. Make note that the User Name logged in is your profile at the top of the Menu.
Select J-System Setup
Select B-Enter Sales Personnel & Techs & Users. Hit ESC twice to access the User Setup screen. Make note of a valid User Name.
Select ESC to Exit
Select I-Password Protection
Select Setup and locate the User Name. Enter N-No in the Area1 thru Area7 fields
Enter Y-Yes in fields Area8 thru Edit6. Select F8-Save. Select Yes to Save User Setups
Select OK on User password Level is saved. Select OK on the Protection Setup window
Select X-ESC Exit on System Setup Menu. Select Yes to Save all changes message
Close Vision and reopen
Select U-Utilities to check the username. Username should be your Username
Select D-Printer Setup. Set a specific printer from the list and copy and paste it to all line items.
Select Services/Pluss Payments/Configure User Settings. Add a Note in the Merchant User field to show what profile is loaded. Select OK. A Message should display in the top right corner that a User Profile is being loaded. Notice the Permissions of the top 6 Menu Bar items are disabled.
Select U-Utilities. The Utility Menu Username should read the new User logged in.
Select D-Printer Setup. The printers are set to the one that was chosen in your profile.
Select Services/Pluss Payments/Configure User Settings. The note in the Merchant User field to show what profile is loaded is not present. Select OK
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
7,10 - Use Windows Logged in Username (Terminal User)
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_9
DESCRIPTION:
Bug 23930 - PTM VIsion/User Privileges: Issue with User Log Out option
APPLICATION: PTM Vision/User Privileges
PROBLEM SUMMARY: Issue with User Log Out option
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select File/User Login
Enter a password for a User with disable toolbar items
Verify the correct toolbar items are enabled/disabled
Select File/User Log Out
Verify the correct toolbar items are enabled/disabled for the default User
Verify the correct User settings are loaded
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 23934 - PTM Vision: VBAR images do not update to indicate enabled/disabled state when using User Login and User Logout functionality
APPLICATION: PTM Vision/User Log in and Log Out
PROBLEM SUMMARY: VBAR images do not update to indicate enabled/disabled state when using User Login and User Logout functionality
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select File/User Login
Enter a password for a User with disable toolbar items
Verify the correct toolbar items are enabled/disabled
Select File/User Logout
Verify the correct toolbar items are enabled/disabled for the default User
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>