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Home > Release Notes > PTM Vision > 2022 Release Notes > 12/08/2022 - Release 2.2.200
12/08/2022 - Release 2.2.200
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Dec 08, 2022
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Summary release notes for 2.2.200

released on 12/8/2022

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Bug 22342: Bug 22342 - PTM Vision/Reporting: Error occurs when trying to export Sold/On Hand qty report

Bug 23952: Bug 23952 - PTM Vision/Inventory: Sales History Report errors on Export

Bug 24383: Bug 24383 - PTM Vision/Reporting: Report does not generate a second time without exiting the report viewer and reloading the report

Product Backlog Item 25433: Product Backlog Item 25433 - Add successful AVS (Address Verification) required setting to complete a Fullsteam CC transaction.

Product Backlog Item 25746: Product Backlog Item 25746 - PTM Vision/Vendors: Allow credit card payments made to vendors to report on the 1099 form and the YTD Totals

Bug 25835: Bug 25835 - PTM Vision/STM: Spelling error in dialog header

Bug 25842: Bug 25842 - Accounting: ROAs are marked as branch transactions, not main

Bug 25843: Bug 25843 - PTM Vision/Inventory: Spelling error in Update Special Pricing dialog

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.200

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DESCRIPTION: 

Bug 22342 - PTM Vision/Reporting: Error occurs when trying to export Sold/On Hand qty report

APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  Error occurs when trying to export Sold/On Hand qty report

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select R. Reports

  3. Select G. Parts/Labor Sales

  4. Select A. Current Parts

  5. Select A. By Line

  6. Enter Linecode and select Ok

  7. Select I. Summary by Part Number

  8. Select Yes to Show Descriptions

  9. Select J. From Date to Date

  10. Enter Date Range and select Ok

  11. Select Yes to Closed Dates

  12. Select P. Preview

  13. Select the Export button and save the file

    1. Verify no error occurs and the report is shown

 

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

N/A

 

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

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

 

 

 

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DESCRIPTION: 

Bug 23952 - PTM Vision/Inventory: Sales History Report errors on Export

APPLICATION: PTM Vision/Inventory

 

PROBLEM SUMMARY:  Sales History Report errors on Export

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select a part with Sales history

  4. Select F8. SlsHst

  5. Select S. Sales

  6. Enter a date range that would produce data and select Ok

  7. Select F7. Print

  8. Once the Report is shown, select the Export data button

    1. Verify no error occurs and the export can be successfully saved/viewed

 

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

  • 1.51: Allow Export to .xls from Standard Vision report

 

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

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


 

 

 

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DESCRIPTION: 

Bug 24383 - PTM Vision/Reporting: Report does not generate a second time without exiting the report viewer and reloading the report

APPLICATION: PTM Vision/Reporting

 

PROBLEM SUMMARY:  Report does not generate a second time without exiting the report viewer and reloading the report

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select R. Reports

  3. Select A. Inventory

  4. Select A. Parts Grouped by Line

  5. Select A. By Line

  6. Enter Linecode and select Ok

  7. Select V. Report by Location

  8. Enter the From and To Location, Set Sort on location to Y  and select Ok

  9. Select P. Preview

  10. Exit the Report

  11.  

    Select A. By Line

     

  12. Enter Linecode and select Ok

  13. Select V. Report by Location

  14. Enter the From and To Location, Set Sort on location to Y  and select Ok

  15. Select P. Preview

  16. Run the report again

    1. Verify the report is shown and no errors occur

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Product Backlog Item 25433 - Add successful AVS (Address Verification) required setting to complete a Fullsteam CC transaction.

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Add successful AVS (Address Verification) required setting to complete a Fullsteam CC transaction.

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A 

 

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision 

  2. Select Services

  3. Select Pluss Payments 

  4. Select Configure Payment  Processing

  5. Verify the Decline on AVS Response is set to Blank.  Select OK

  6. Select O-Open Orders

  7. Select an Order to view the details

  8. Select Alt-F7-Print/Bill Close

  9. Select C-Pay by Credit Card

  10. Run the Credit Card transaction 

  11. The Transaction should be successful unless the Zip code or Billing Address provided is incorrect.

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Product Backlog Item 25746 - PTM Vision/Vendors: Allow credit card payments made to vendors to report on the 1099 form and the YTD Totals

APPLICATION: PTM Vision/Vendors

 

PROBLEM SUMMARY:  Allow credit card payments made to vendors to report on the 1099 form and the YTD Totals

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select V. Vendors

  3. Select a Vendor

  4. Select F8. AP

  5. Line up on an invoice and select P to Pay

  6. Select F12. CC

  7. Select a Vendor

  8. Select Ok

  9. Access the Vendor used to pay

  10. Locate the Ytd Totals

    1. Verify the Total has been updated with the charge

  11. Select F8. AP

    1. Verify the Charges are shown and the Total is correct

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms 


 

 

 

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DESCRIPTION: 

Bug 25835 - PTM Vision/STM: Spelling error in dialog header

APPLICATION: PTM Vision/Shop Time Manager

 

PROBLEM SUMMARY:  Spelling error in dialog header

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select File/STM

  3. Select a Tech

  4. Select a Work order and login

  5. Select the Insert Time button

  6. Select a Non-Productive item

  7. Select Ok to the dialog that you are already logged in

    1. Verify the dialog header is spelled correctly

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 25842 - Accounting: ROAs are marked as branch transactions, not main

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Accounting: ROAs are marked as branch transactions, not main

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

 

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision in a data set that Archives closed orders when Printed Feature (10,17) selected

  2. Select O-Open Orders

  3. Select F10-Search History

  4. Select a Customer Account and select Done

  5. Select OK on the Search Previous Jobs screen

  6. Highlight an Order that is displaying Open=N

  7. Select F8-Source  

  8. This changes the WO table to AWO (Archived)

  9. Click OK (Not the red 'X') to close all open windows

  10. Select C-Customers

  11. Find any customer with a current account balance due

  12. Select F12 Credit

  13. Enter any unique check number

  14. Enter an amount equal to the account balance due

  15. Select Y to mark all amounts due for processing

  16. Select F8-Process

  17. Select F8-Ar on the customer window

  18. Select Dep on the AR window

  19. From the Main Menu, select the ROL report by Activity and Branch zero

  20. The payment created is displayed on the report in branch zero

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 25843 - PTM Vision/Inventory: Spelling error in Update Special Pricing dialog

APPLICATION: PTM Vision/Inventory

 

PROBLEM SUMMARY:  Spelling error in Update Special Pricing dialog

 

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select F6. Options/Menu Options/G. Update Inven Pricing

  4. Enter access code

  5. Select C. Apply Special Pricing by Line

    1. Verify Percent is spelled correctly

 

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

N/A

 

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

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


 

 

 

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