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Home > Release Notes > PTM Vision > 2017 Release Notes > 12/27/2017 - Release version 2.1.1022
12/27/2017 - Release version 2.1.1022
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Summary release notes for 2.1.1022

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Bug 4217: Issue with logging into Vision on a host box asking for a username.

Bug 6070: The Default margins set in U,J,G not being applied to parts that do not have a default line code setup as the Default margins popup makes it seem like it should.

Bug 6120: When returning a Non-stock or an S/O part, including any core part, we are no longer showing the Original WO/SO number in the Notes field of the item details screen when the core part is returned

Bug 6129: When accessing Inventory from PO's for a Truck inventory, we are showing the Main inventory information and not the info for the Part in the Truck.

 

 

 

 

 

 

Detailed release notes for 2.1.1022

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DESCRIPTION

Issue with logging into Vision on a host box asking for a username.

No Release Notes

 

 

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DESCRIPTION

The Default margins set in U,J,G not being applied to parts that do not have a default line code setup as the Default margins popup makes it seem like it should.

APPLICATION:  PTM Vision/Inventory 

 

PROBLEM SUMMARY:  The Default margins set in U,J,G not being applied to parts that do not have a default line code setup as the Default margins popup makes it seem like it should.

 

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

**Verify the Defaults margins set in U. Utilities, J. System setup, G. Set hot keys for Part#/Margin.

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

  1. Access Vision.

  2. Select I. Inventory.

  3. Select F2. New to add a new inventory.

  4. Add part detail and cost, tab away from the field.

  5. Select Yes to maintain current margins.

    1. Verify the margins set are the same as the default margins in U,J,G.

    2. Verify the margins are set as the default line code, and not the default margins, if a line code exists.

    3. Verify the margins are set the same IF another part exists in the system with the same line code.

 

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

N/A

 

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

 

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

 

 

 

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DESCRIPTION

When returning a Non-stock or an S/O part, including any core part, we are no longer showing the Original WO/SO number in the Notes field of the item details screen when the core part is returned

APPLICATION:   PTM Vision/Open Orders

 

PROBLEM SUMMARY:  When returning a Non-stock or an S/O part, including any core part, we are no longer showing the Original WO/SO number in the Notes field of the item details screen when the core part is returned.

 

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

N/A

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

  1. Access Vision.

  2. Select O. Open orders.

  3. Select the Sales order or Work order tab.

    1. For testing purposes, it does not matter which order type is selected.

  4. Select F2. New.

  5. Enter in a customer account number.

  6. Create a new WO with a S/O part.

  7. Back order the part and access PO's.

  8. F4. Edit on the PO and enter a NS part #, a cost, and a core charge.

  9. Select Ok to save.

  10. In the Core return popup, enter 0.

  11. Order/Receive/Process the PO.

  12. Return to the invoice, and print/bill/close.

  13. Create a new order for the same customer.

  14. Select Ctrl+H and return the part from the previous order.

    1. Verify when the Item details are accessed, a Ref stamp is shown to reference the original order.

 

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

N/A

 

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

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

 

 

 

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DESCRIPTION

When accessing Inventory from PO's for a Truck inventory, we are showing the Main inventory information and not the info for the Part in the Truck.

APPLICATION: PTM Vision/Purchase orders and Inventory  

 

PROBLEM SUMMARY:  When accessing Inventory from PO's for a Truck inventory, we are showing the Main inventory information and not the info for the Part in the Truck.

 

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

**If not using Truck Inventories, no testing is required.

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

  1. Access Vision.

  2. Select P. Purchase orders.

  3. Locate a Purchase order created for a Truck inventory.

  4. Select the Inventory icon from the left-hand toolbar.

    1. Verify when the Inventory is shown, the correct part and part details are shown.

 

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

N/A

 

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

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

 

 

 

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