397
Summary release notes for 2.2.148
released on 2/15/2022
Bug 20720: Bug 20720 - PTM Vision/Scheduler: Scheduler report doesn't organize by date very well
Bug 24194: Bug 24194 - PTM Vision/POSO Transfer: Non-Inventory items are not being back ordered correctly in the Main Store
Bug 24205: Bug 24205 - IIF Import - Vision Error indicating Variable TRNSID not found
Bug 24309: Bug 24309 - EDI PO 850 import: In some cases delimiter characters are imported into item descriptions
Detailed release notes for 2.2.148
_______________________________________________________________
DESCRIPTION:
Bug 20720 - PTM Vision/Scheduler: Scheduler report doesn't organize by date very well
APPLICATION: PTM Vision/Scheduler
PROBLEM SUMMARY: Scheduler report doesn't organize by date very well
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select S. Scheduling
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Select F7. Print
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Select D. Report All from Date to Date
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Enter a Date range and select Ok
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Verify the report is now ordered by Date
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=scheduling
DESCRIPTION:
Bug 24194 - PTM Vision/POSO Transfer: Non-Inventory items are not being back ordered correctly in the Main Store
APPLICATION: PTM Vision/Purchase Orders and Open Orders
PROBLEM SUMMARY: Non-Inventory items are not being back ordered correctly in the Main Store
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select Services/Branch Setup
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Select F8. Load Branch
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Select P. Purchase Orders
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Select F2. New PO
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Enter a Non-Inventory part number, a quantity, Cost, and the Vendor setup for PO/SO transfers
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Select Ok to create the Purchase orders
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Select O to order
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Select F7. Print/A. Print current PO#
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Select Ok to the dialog that states "PO has been electronically sent"
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Access the Main Branch PTM Vision
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Select the Invoices button
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Select F6. Process
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Exit the Electronic Invoices window
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Select O. Open orders
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Select the Sales Orders tab
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Open the Order created from the transfer
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Select No to pull the item from inventory
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Select Yes to back order the non-inventory item
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Verify the non-inventory item is properly back ordered
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24205 - IIF Import - Vision Error indicating Variable TRNSID not found
APPLICATION: PTM Vision
PROBLEM SUMMARY: IIF Import - Vision Error indicating Variable TRNSID not found
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
-
Place the IIF file in an IIF folder in Vision
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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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 and hit Enter
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Select the box next to IIF Import Path and enter the location of the File on your system. Select OK.
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Select U-Utilities
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Select I-Q-books-Excel Import/Export
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Select J-Payroll Import Options
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Select A-Generic IIF Import
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Select A-Accounting
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Select E-Adjustment Journal
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Verify the IIF Import matches the data imported.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
IIF Imports
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=import_iif_
DESCRIPTION:
Bug 24309 - EDI PO 850 import: In some cases delimiter characters are imported into item descriptions
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: In some cases delimiter characters are imported into item descriptions
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select Services/Branch Setup
-
Select F8. Load Branch
-
Select P. Purchase Orders
-
Select F2. New PO
-
Enter a Non-Inventory part number, a quantity, Cost, and the Vendor setup for PO/SO transfers
-
Select Ok to create the Purchase orders
-
Select O to order
-
Select F7. Print/A. Print current PO#
-
Select Ok to the dialog that states "PO has been electronically sent"
-
Access the Main Branch PTM Vision
-
Select the Invoices button
-
Select F6. Process
-
Exit the Electronic Invoices window
-
Select O. Open orders
-
Select the Sales Orders tab
-
Open the Order created from the transfer
-
Verify there are no extra characters in the inventory item description
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
