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Home > Release Notes > PTM Vision > 2023 Release Notes > 04/12/2023 - Release Notes 2.2.218
04/12/2023 - Release Notes 2.2.218
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Summary release notes for 2.2.218

released on 4/12/2023

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Bug 26226: Bug 26226 - PTM Vision/Fullsteam Pay: "& TREE" in customer names is included in level 3 data and causes charge transactions to fail

Bug 26282: Bug 26282 - PTM Vision/Fullsteam Pay: "& TREE" in customer names is included in level 3 data and causes charge transactions to fail

Bug 26310: Bug 26310 - PTM Vision/Previous Year/Accounts Payable: Exclusive use error when trying to add a payable in the previous year

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.218

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DESCRIPTION: 

Bug 26226 - PTM Vision/Fullsteam Pay: "& TREE" in customer names is included in level 3 data and causes charge transactions to fail

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Fullsteam Pay: "& TREE" in customer names is included in level 3 data and causes charge transactions to fail

 

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

N/A

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

  1. Access PTM Vision 

  2. Select C-Customer 

  3. Select F2-New

  4. Enter an Account Number

  5. Enter a Company Name that includes the text "& Tree" 

  6. Enter an Address, City, State, and Zip

  7. Select F4-Edit to save

  8. Select O-Open Orders

  9. Enter the New Account Number created

  10. Enter Parts and Labor in the I-Input section

  11. Select Alt-F7 Print/Bill and Close

  12. Select C-Pay by Credit Card

  13. Process a Credit Card payment through a Cloud Terminal.  Success response.

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 26282 - PTM Vision/Fullsteam Pay: "& TREE" in customer names is included in level 3 data and causes charge transactions to fail

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Fullsteam Pay: Tokenizing a Credit Card and updating the Name to &Tree, an error occurs

 

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

N/A

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

  1. Access PTM Vision 

  2. Select C-Customer 

  3. Select F2-New

  4. Enter an Account Number

  5. Enter a Company Name that includes the text "& Tree" 

  6. Enter an Address, City, State, and Zip

  7. Select F4-Edit to save

  8. Select O-Open Orders

  9. Enter the New Account Number created

  10. Enter Parts and Labor in the I-Input section

  11. Select Alt-F7 Print/Bill and Close

  12. Select C-Pay by Credit Card

  13. Process a Credit Card payment through a Cloud Terminal.  Success response.

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 26310 - PTM Vision/Previous Year/Accounts Payable: Exclusive use error when trying to add a payable in the previous year

APPLICATION: PTM Vision/Previous Years/Accounts Payable

 

PROBLEM SUMMARY:  Exclusive use error when trying to add a payable in the previous year

 

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

N/A

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

  1. Access PTM Vision

  2. Select Services/Switch Years/Previous Year

  3. Select A. Accounting/B. Accounts Payable

  4. Select F2. New

  5. Enter Payable details and select Ok

    1. Verify no error occurs

  6. Select Yes to copy to current year Payables

    1. Verify no error occurs and the payable is created successfully

 

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

N/A

 

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=10_13_3_managing_a_p_after_year_end 


 

 

 

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