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Home > Release Notes > PTM Vision > 2022 Release Notes > 02/22/2022 - Release 2.2.149
02/22/2022 - Release 2.2.149
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Summary release notes for 2.2.149

released on 2/22/2022

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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

 _______________________________________________________________

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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*----------------------->>

  1. Access PTM Vision

  2. Access Features and verify 3,40 is active (Pull Parts)

  3. Exit Features and access O. Open orders

  4. Select the Work orders tab

  5. Select F2. New

  6. Enter Customer account info

  7. In the Input field, enter a non-inventory part number

  8. Select X to access Item details

  9. Enter a Desc, Qty, and Cost

  10. Select Ok to save

  11. Select Yes to back order

  12. Enter a valid supplier and select OK

  13. Select F11. PO

  14. Select Select O to order

  15. Select R to receive

  16. Select F8. Process

  17. Select Yes to add to payables

  18. Select Ok to New inventory item window

  19. Select Ok to Margins window

  20. Return to the order

  21. Select Alt+F7. Print bill and Close

  22. Once the order is closed, access Inventory and select the Qty button

    1. Verify the Itrans stamp matches the Qty field on the Inventory item

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • 3.40: Mark New Orders to Pull Parts Immediately

  • 3,72: Always Add New Items to Inventory when Received

  • 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 


 

 

 

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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*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=customer_price_matrixing#pageid=error_messages_in_vision 


 

 

 

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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*----------------------->>

  1. Access PTM Vision 

  2. Select A-Accounting

  3. Select C-Check Register

  4. Highlight the top Account (102) and select OK

  5. Note that there are records from 2021 listed

  6. Select F11-Sum 

  7. 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


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select A. Accounting

  3. Select D. Chart of Accounts

  4. Select F6. Options

  5. Use the Esc Key on the keyboard

    1. Verify the screen is displayed correctly

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=customer_price_matrixing#pageid=chart_of_accounts 


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select Services/Features

  3. Enter 3,10

    1. Verify the word 'Inventory' and 'Description' are spelled correctly

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • 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 


 

 

 

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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*----------------------->>

  1. Access PTM Vision

  2. Select O. Open Order

  3. Select Work orders tab

  4. Select F2. New

  5. Enter a Customer account that is setup with a tax area that is 0% or Exempt

  6. Enter in a Labor op, and a couple taxable parts (See Screenshot below for parts/customer in my data set

  7. Select Ctrl+T and change the tax area to one that charges a percent

  8. Tab through the fields and select Ctrl+enter to exit the tax window

  9. Take note of the order totals

  10. Select Alt+F7. Print bill and close

  11. Select C. Pay by CC

  12. When the prompt is shown, take note of the CC-fee being charged

    1. Verify the correct CC Fee is being charged on the order

  13. Notice we do see the Tax change for the additional CC fee

  14. Select Yes to charge CC-Fee

  15. Once the order is closed, reopen the order

    1. Verify the total does not change when reopened

 

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

  • Quickbooks Desktop Integration

 

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_6_customers 

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=quickbooks_desktop_integration 


 

 

 

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