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Summary release notes for 2.2.144
released on 1/21/2022
Bug 23774: Bug 23774 - Open Orders: When changing the Qty from the Input field to 0 on a non-inventory part, we are not adding the qty to Inventory /itrans correctly
Bug 23775: Bug 23775 - Open Orders: When the Qty is changed to 0 on a Non-inventory part from the Qty field, we are not adding the qty/itrans correctly to Inventory
Bug 24095: Bug 24095 - PTM Vision/Time Clock: At times, Time clock is becoming misaligned to the wrong order after adding parts
Bug 24143: Bug 24143 - Utilities - IIF import errors on prior year import
Detailed release notes for 2.2.144
_______________________________________________________________
DESCRIPTION:
Bug 23774 - Open Orders: When changing the Qty from the Input field to 0 on a non-inventory part, we are not adding the qty to Inventory /itrans correctly
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: When changing the Qty from the Input field to 0 on a non-inventory part, we are not adding the qty to Inventory /itrans correctly
<<-------------------------------------*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 Non-Inventory part number and press enter
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Select X to enter part details
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Enter a Part description, Quantity of 1 and a Cost.
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Select Ok to add the item to the order
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Select No to back order the part
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In the Input field, enter 0 and press enter
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Select A. Add to Stock
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Enter in Inventory item details and select Ok
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Select Yes to delete the item from the order
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Exit the open order
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Select I. Inventory
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Locate the item added from the order
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Verify the Quantity is correct
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Select the Qty button
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Verify the Itrans stamp is correct
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 23775 - Open Orders: When the Qty is changed to 0 on a Non-inventory part from the Qty field, we are not adding the qty/itrans correctly to Inventory
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: When the Qty is changed to 0 on a Non-inventory part from the Qty field, we are not adding the qty/itrans correctly to Inventory
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select the Work Orders tab
-
Select F2. New Order
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Enter Customer Account Number
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In the Input field, enter a Non-Inventory part number and press enter
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Select X to access the Item detail
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Enter a Part description, Quantity, and Cost
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Select Ok to create th part
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Select No to back order
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Tab over to the Qty field and enter a 0
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Select A. Add to Stock
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Enter in Inventory item details and select Ok
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Select Yes to delete the item from the order
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Exit the open order
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Select I. Inventory
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Locate the item added from the order
-
Verify the Quantity is correct
-
-
Select the Qty button
-
Verify the Itrans stamp is correct
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24095 - PTM Vision/Time Clock: At times, Time clock is becoming misaligned to the wrong order after adding parts
APPLICATION: PTM Vision/Time Clock
PROBLEM SUMMARY: At times, Time clock is becoming misaligned to the wrong order after adding parts
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select File/Time Clock
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Select a Tech
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Select a WO
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Login to a Job
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Select the Tech tab again, select another tech and log them into a different order
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Select the Parts/Labor tab and add a Part to the order
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Select the Tech tab and select the other tech
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Select the Parts/Labor tab and add a part
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Exit time clock and access open orders
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Verify the Parts have been added to the correct order
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24143 - Utilities - IIF import errors on prior year import
APPLICATION: PTM Vision
PROBLEM SUMMARY: Utilities - IIF Payroll import errors on prior-year import
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Copy and Paste the IIF file to a location within the Vision directory.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision.
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Select Services.
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Select Switch Years.
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Select Previous Year.
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Select Yes to Update Structures.
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Select Services.
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Select Features.
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In the Search field, enter IIF or (5,61). Select Enter.
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Enter the path of the location of the IIF file. Usually in Vision/IIF. Select OK.
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Select U-Utilities.
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Select I-Q-Books-Excell Import/Export.
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Select J-Payroll ImportOptions.
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Select A-Generic IIF Import.
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To Verify the file was Imported correctly, select A-Accounting.
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Select E-Adjustment Journal and review the file.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=import_iif_
