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Home > Release Notes > PTM Vision > 2024 Release Notes > 07/19/2024 - Release Notes 2.2.285
07/19/2024 - Release Notes 2.2.285
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Summary release notes for 2.2.285

released on 7/19/2024

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Product Backlog Item 1062: Product Backlog 1062 - Customer/ROA: Support Credit card fees optionally on ROA's

Bug 27703: Bug 27703 - Customer/ROA - Save Card to account message displays multiple times with the Save Card permission is disabled in PlussPay

Bug 27758: Bug 27758 - PTM Vision/Price Imports: Price updating old cost when there are still qty to be sold at that cost

Bug 27954: Bug 27954 - PTM Vision/Reports: Slow moving inventory report showing parts older than the date entered

Bug 27969: Bug 27969 - PTM Vision/Open Orders: Existing BO qty's on closed orders being included in the Ratings review Cost causing it too look like a loss

Bug 27978: Bug 27978 - PTM Vision/Open Orders/Vehicle Sales: VSM items set to N for Tax are being added to the work order as Y for taxable

Product Backlog Item 28010: PlussPay Mobile - Google Play Warning: App must target Android 14 (API level 34) or higher

Bug 28013: Bug 28013 - PTM Vision/Open Orders: Core returns in PO's that have a long part number gets cut off causing the Return not to book to the Itrans

Bug 28017: Bug 28017 - PTM Vision/Reports: Report that shows vehicle sales by date range that includes desc, wrtby

Bug 28034: Bug 28034 - PTM Vision/Vehicle Sales: If a non-inventory trade in is added to an order and then processed, the selling price changes when edited on the order

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.285

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DESCRIPTION: 

Product Backlog 1062 - Customer/ROA: Support Credit card fees optionally on ROA's

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Customer/ROA:  Support Credit card fees optionally on ROA's 

 

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

N/A

 

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

  1. Access PTM Vision

  2. Select C-Customer

  3. Select F12-Credit

  4. Confirm the Account and select OK

  5. Select the Payment by Credit Card or Debit Card checkbox

  6. Select the Charge Card Fees to apply a Fee

  7. Enter the Amount of Credit and Select OK  The Fee amount will be calculated to the right of Charge Card Fees based upon Fees assigned in Features

  8. Select F8-Process.

  9. Select Yes to build a Credit Record for the requested amount

  10. Select Yes to Process the merchant account.  The amount plus the fee will be processed, but only the amount to charge will be credited to the Account upon success

 

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 27703 - Customer/ROA - Save Card to account message displays multiple times with the Save Card permission is disabled in PlussPay

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  ROA - Save Card to account message displays multiple times with the Save Card permission is disabled in PlussPay

 

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

  1. Remove any existing saved cards for the customer (this message only displays if there are none)

 

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

  1. Access PTM Vision

  2. Select C-Customer

  3. Confirm the Account and select OK

  4. Select the check box next to Payment by Credit Card or Debit Card

  5. If the Pluss Payments/Configure User Setting is set to Prompt to Save Cards, a message will display to Save Card on Account

  6. Select the check box next to Charge Card Fees

  7. Enter the Amount of Credit and select OK.  The Debit or Credit card fees will be calculated and added to the total when processing the Card.

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 27758 - PTM Vision/Price Imports: Price updating old cost when there are still qty to be sold at that cost

APPLICATION: PTM Vision/Price Imports

 

PROBLEM SUMMARY:  Price updating old cost when there are still qty to be sold at that cost

 

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

N/A

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

  1. Access PTM Vision

  2. Select I. Inventory

  3. Select Options/Import Options/Import Price Files

  4. Select a Price File

  5. Import the Price file

  6. Select F10. Search and access the Price file

  7. Select an item with old qty/costs

  8. Select Ctrl+M to move the part into inventory

  9. Select Options/Menu Options

  10. Select G. Update Pricing

  11. Select A. Update Inventory Pricing

  12. Select Y to Update Cost

  13. Enter product line

  14. Select Ok

    1. Verify the inventory item is properly update

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 27954 - PTM Vision/Reports: Slow moving inventory report showing parts older than the date entered

 

APPLICATION: PTM Vision/Reports

 

PROBLEM SUMMARY:  Slow moving inventory report showing parts older than the date entered

 

<<-------------------------------------*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 Y. Enter Date @ Sold Date

  5. Select B. In Stock

  6. Select O. Other Options Menu

  7. Select J. Not Sold In How Many Days

  8. Set to 180 Days and select the top 2 check boxes

  9. Enter Purchase Date Range

  10. Enter Edited or Entered Date Range

  11. Select P. Preview

    1. Verify the correct Inventory items within the date ranges set 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=slow_moving_items_dead_inventory 


 

 

 

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DESCRIPTION: 

Bug 27969 - PTM Vision/Open Orders: Existing BO qty's on closed orders being included in the Ratings review Cost causing it too look like a loss

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Existing BO qty's on closed orders being included in the Ratings review Cost causing it too look like a loss

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select F8. WO# and enter a work order number for a closed order with back order quantities still remaining

  4. Select Ctrl+R. Rating Review

    1. Verify the Back Order amount is not included

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 27978 - PTM Vision/Open Orders/Vehicle Sales: VSM items set to N for Tax are being added to the work order as Y for taxable

APPLICATION: PTM Vision/Open Orders Vehicle Sales

 

PROBLEM SUMMARY:  VSM items set to N for Tax are being added to the work order as Y for taxable

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select V. Vehicle Sales

  4. Select F2. New

  5. Enter Customer account Information

  6. Select F6. Options/M. Vehicle Sales

  7. Add a Vehicle set to N for Tax in Inventory

  8. Select F8. Process

    1. Verify no Tax has been applied

 

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

  • 7,38: Use Vehicle Inventory and Generic Line Codes for VSM Taxability

 

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

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


 

 

 

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DESCRIPTION: 

PlussPay Mobile - Google Play Warning: App must target Android 14 (API level 34) or higher

No Release Notes

 

 

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DESCRIPTION: 

Bug 28013 - PTM Vision/Open Orders: Core returns in PO's that have a long part number gets cut off causing the Return not to book to the Itrans

APPLICATION: PTM Vision/Open Orders

 

PROBLEM SUMMARY:  Core returns in PO's that have a long part number gets cut off causing the Return not to book to the Itrans

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select F2. New

  4. Enter Customer account info

  5. In the Input field, add a part with a very long part number and a core charge

  6. Enter 1 for the Core return

  7. Print Bill and Close the order

  8. Access P. Purchase Orders

  9. Locate the Core Return created

    1. Verify the entire Part number is shown for the Core Return

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 28017 - PTM Vision/Reports: Report that shows vehicle sales by date range that includes desc, wrtby

APPLICATION: PTM Vision/Reports

 

PROBLEM SUMMARY:  Report that shows vehicle sales by date range that includes desc, wrtby

 

<<-------------------------------------*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 or Part Number/Code

  6. Enter Line Codes separated by commas

  7. Select J. From Date To Date

  8. Enter a Date Range

  9. Select F7. Preview

    1. Verify the Report includes Description and Written By

 

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

N/A

 

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

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


 

 

 

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DESCRIPTION: 

Bug 28034 - PTM Vision/Vehicle Sales: If a non-inventory trade in is added to an order and then processed, the selling price changes when edited on the order

APPLICATION: PTM Vision/Vehicle Sales

 

PROBLEM SUMMARY:  If a non-inventory trade in is added to an order and then processed, the selling price changes when edited on the order

 

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

N/A

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

  1. Access PTM Vision

  2. Select O. Open Orders

  3. Select the Vehicle Sales tab

  4. Select F2. New

  5. Enter Customer Account Information

  6. Select F6. Options/M. Vehicle Sales

  7. Enter a Stocking Vehicle to sell

  8. Enter a Non-Inventory Trade in Vehicle, including the cost and selling prices

  9. Select F8. Process

  10. Select F4. Edit on the Non-Inventory Vehicle

    1. Verify the Selling price is not updated

 

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

N/A 

 

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

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


 

 

 

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