Summary release notes for 2.2.149
released on 2/22/2022
Bug 23387: Bug 23387 - Open Orders: (3,40 ON/3,72 ON/3,59 ON) Itrans stamps are incorrect when a non-inventory part is ordered and sold
Bug 23764: Bug 23764 - PTM Vision: Spelling error in the error dialog left hand corner popup
Bug 23975: Bug 23975 - Accounting: MSTTRANS MSTUNIQ.IDX unique summary index is broken
Bug 24189: Bug 24189 - PTM Vision/Chart of Accounts: Tabs fields are overlapping the the window after escaping the F6. Options menu
Bug 24200: Bug 24200 - PTM Vision/Features: 3,10 feature description has multiple spelling errors
Bug 24204: Bug 24204 - PTM Vision/Open Orders: If the Tax area is changed on the order, we are charging tax twice on the CC-fee
Detailed release notes for 2.2.149
_______________________________________________________________
DESCRIPTION:
Bug 23387 - Open Orders: (3,40 ON/3,72 ON/3,59 ON) Itrans stamps are incorrect when a non-inventory part is ordered and sold
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: Itrans stamps are incorrect when a non-inventory part is ordered and sold
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Access Features and verify 3,40 is active (Pull Parts)
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Exit Features and access O. Open orders
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Select the Work orders tab
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Select F2. New
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Enter Customer account info
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In the Input field, enter a non-inventory part number
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Select X to access Item details
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Enter a Desc, Qty, and Cost
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Select Ok to save
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Select Yes to back order
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Enter a valid supplier and select OK
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Select F11. PO
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Select Select O to order
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Select R to receive
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Select F8. Process
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Select Yes to add to payables
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Select Ok to New inventory item window
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Select Ok to Margins window
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Return to the order
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Select Alt+F7. Print bill and Close
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Once the order is closed, access Inventory and select the Qty button
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Verify the Itrans stamp matches the Qty field on the Inventory item
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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3.40: Mark New Orders to Pull Parts Immediately
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3,72: Always Add New Items to Inventory when Received
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3,59: Prompt to Create Backorder when Applying Non Stock Parts
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=open_orders
DESCRIPTION:
Bug 23764 - PTM Vision: Spelling error in the error dialog left hand corner popup
APPLICATION: PTM Vision/Error Reporting
PROBLEM SUMMARY: Spelling error in the error dialog left hand corner popup
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
***No testing is required as no functional changes have been made***
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 23975 - Accounting: MSTTRANS MSTUNIQ.IDX unique summary index is broken
APPLICATION: PTM Vision
PROBLEM SUMMARY: Accounting: MSTTRANS MSTUNIQ.IDX unique summary index is broken
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select A-Accounting
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Select C-Check Register
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Highlight the top Account (102) and select OK
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Note that there are records from 2021 listed
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Select F11-Sum
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No active records are omitted from being displayed
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=check_register
DESCRIPTION:
Bug 24189 - PTM Vision/Chart of Accounts: Tabs fields are overlapping the the window after escaping the F6. Options menu
APPLICATION: PTM Vision/Accounting/Chart of Accounts
PROBLEM SUMMARY: Tabs fields are overlapping the the window after escaping the F6. Options menu
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select A. Accounting
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Select D. Chart of Accounts
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Select F6. Options
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Use the Esc Key on the keyboard
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Verify the screen is displayed correctly
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 24200 - PTM Vision/Features: 3,10 feature description has multiple spelling errors
APPLICATION: PTM Vision/Features
PROBLEM SUMMARY: feature 3,10 description has multiple spelling errors
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select Services/Features
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Enter 3,10
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Verify the word 'Inventory' and 'Description' are spelled correctly
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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3,10: Copy Key Information to New Inventory Items
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=system_features
DESCRIPTION:
Bug 24204 - PTM Vision/Open Orders: If the Tax area is changed on the order, we are charging tax twice on the CC-fee
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: If the Tax area is changed on the order, we are charging tax twice on the CC-fee
<<-------------------------------------*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 Order
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Select Work orders tab
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Select F2. New
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Enter a Customer account that is setup with a tax area that is 0% or Exempt
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Enter in a Labor op, and a couple taxable parts (See Screenshot below for parts/customer in my data set
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Select Ctrl+T and change the tax area to one that charges a percent
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Tab through the fields and select Ctrl+enter to exit the tax window
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Take note of the order totals
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Select Alt+F7. Print bill and close
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Select C. Pay by CC
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When the prompt is shown, take note of the CC-fee being charged
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Verify the correct CC Fee is being charged on the order
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Notice we do see the Tax change for the additional CC fee
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Select Yes to charge CC-Fee
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Once the order is closed, reopen the order
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Verify the total does not change when reopened
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Integration
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>