370
Summary release notes for 2.2.145
released on 1/26/2022
Product Backlog Item 24082: Product Backlog Item 24082 - PTM Vision: Improve the prompt advising users to change year end dates when altering previous year data
Bug 24084: Bug 24084 - Inventory: Interchange window does not display Current Cost when feature 3,17 is active
Bug 24092: Bug 24092 - Accounting: Trans ID is not added to LEDGER records when deposits are made on orders.
Bug 24142: Bug 24142 - PTM Vision/Reporting: When Printed/Exported to PDF, long names are being overlapped
Detailed release notes for 2.2.145
_______________________________________________________________
DESCRIPTION:
Product Backlog Item 24082 - PTM Vision: Improve the prompt advising users to change year end dates when altering previous year data
APPLICATION: PTM Vision
PROBLEM SUMMARY: Improve the prompt advising users to change year end dates when altering previous year data
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***No Testing Required. No program changes have been made, only an update to a Year End prompt***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
New prompt wording: "Warning: Your year end dates are not within the current year. Pleas call Pluss software to schedule a year end or to update your current date range."
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24084 - Inventory: Interchange window does not display Current Cost when feature 3,17 is active
APPLICATION: PTM Vision/Inventory
PROBLEM SUMMARY: Interchange window does not display Current Cost when feature 3,17 is active
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select I. Inventory
-
Search for a part that has an old cost/old quantity
-
Select Ctrl+P to verify the Old Cost/Old Qty
-
Exit and select F11. Interchange
-
Verify the Cost listed is the Current Cost and not the Average/Old Cost
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
3,17: Use Current Cost When Selling Items FIFO is Default
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24092 - Accounting: Trans ID is not added to LEDGER records when deposits are made on orders.
APPLICATION: PTM Vision
PROBLEM SUMMARY: Accounting: Trans ID is not added to LEDGER records when deposits are made on orders.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select O - Open Orders
-
Add an Account Number
-
Select Alt-I - Input
-
Add Parts and or Labor
-
Select F6 - Options
-
Select C - Deposit Utility
-
Select A - Create Deposit
-
Enter a Memo, Enter an Amount of Deposit, select Payment Type of Card, select OK
-
Submit Credit Card Payment. Receive Success message. Close the Work Order Screen.
-
Select C-Customer
-
Select F8-AR
-
Scroll to the bottom and select the Deposit just created
-
Select CTRL-R
-
Select A-Refund Credit Card Amount
-
Confirm the amount of the Refund. Select OK. Success message displays. Select OK
-
The Deposit Refund has been applied back to the Credit Card originally charged.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24142 - PTM Vision/Reporting: When Printed/Exported to PDF, long names are being overlapped
APPLICATION: PTM Vision/Reporting
PROBLEM SUMMARY: When Printed/Exported to PDF, long names are being overlapped
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select R. Reporting
-
Select C. Income/Receivables
-
Select O. Other Options
-
Select P. By Ar Account
-
Select Ok to the Options window
-
Select G. From Date to Date
-
Select P. Preview Report
-
Enter date range of 11/01/2021 to 11/30/2021
-
Export the report or print the report
-
Verify the Customer Names do not overlap and are properly displayed
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
