Product Backlog Item 3468: Payroll Tax Integration
Bug 6006: Bug 6006 - Warranty ticket created is not calculating shop supplies
Bug 7685: Bug 7685 - Error occurs when editing Last mailing Date in Cust file (Customer log issue)
Product Backlog Item 7772: New Image Uploader for Plusscommerce
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DESCRIPTION:
Payroll Tax Integration
APPLICATION: PTM Vision/Accounting/Payroll System
PROBLEM SUMMARY:
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
A PTM Vision technician must be contacted in order to activate the Payroll tax integration.
IMPORTANT: If setup is not done correctly, the integration may not be fully functioning. Please contact Technical Support with any issues.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access Vision.
Select A. Accounting.
Select G. Payroll system.
Select A. Enter payroll.
If this is the first time use of the integration after it was activated, a dialog window is shown in order to download/install the integration; Select Ok to install and continue.
If this is NOT the first time accessing Payroll since the integration was activated, you may or may not see a dialog window stating that the tax tables are out of date. ALWAYS select Yes to this dialog as it is the only way to receive the most recent updates, if any have been released.
From the list of employees, select an employee to use for this test.
Line up on the employee and select Ctrl+E. Employee.
Once inside of the Employee file, take note of the Marital status and Exemptions.
Exit the Employee file and return to the list of the employees.
Line up on the same employee and select F10. Taxes.
Verify the amounts shown are correct.
Use an outside payroll tax calculator, such as https://www.taxupdate.com/nanocalc.php, to compare the amounts shown in Vision.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
5,47 - Enable Payroll Tax Withholding Api
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=payroll
DESCRIPTION:
Bug 6006 - Warranty ticket created is not calculating shop supplies
APPLICATION: PTM Vision/Open Orders/Work Orders
PROBLEM SUMMARY: When creating a warranty co-pay invoice, Shop supplies were not being charged.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
Must have all System feature below correctly set in order to include Shop supplies in the sales tax calculation; verify all system features are setup before testing.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
Select the Work orders tab.
Select F2. New to create a new Work order.
Enter a customer account number.
In the input field, enter a labor code or select F10 to search for one.
Enter Q-hrs and a Tech.
Verify once the hrs and tech are on the Work order, the Shop supplies fee is shown.
Select F12. Suborder.
Select B. Warranty Copay.
Enter in the account responsible for the co-pay.
Select both checkboxes (Taxable status and Add shop supplies).
Verify when the invoice is created, the shop supplies are correct and the same as the charge on the initial work order.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
1,4 - Enter maximum % charge (Other) on orders
U.Utilities/J.System Setup/C. Invoice#/Workorder#/PO#/Interest%/Shop Rate/Discount
U. Utilities/J. System Setup/J. Sales Tax/Inventory Qtys/Update Notes/Invoicing Options
A. Sales Tax Base %
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 7685 - Error occurs when editing Last mailing Date in Cust file (Customer log issue)
APPLICATION: PTM Vision/Customer File
PROBLEM SUMMARY: When editing a Customer file where the Last mail date is changed, an error was occurring when saving the Customer file.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select C. Customer file.
Select a Customer and press F4 to edit.
Change the Last mailing date.
Select F4 again to save the change.
Verify an error does not occur when the change is saved.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=customer_files
DESCRIPTION:
New Image Uploader for Plusscommerce
No Release Notes
