Release Notes 2.2.291

09/11/2024 - Release Notes 2.2.291

Krista Roll

Apr 07, 2025

Bug 27882 - PTM Vision/Price Updates: Navistar has changed import file format

APPLICATION: PTM Vision/Price Updates

PROBLEM SUMMARY: Navistar has changed import file format

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

N/A

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

Access PTM Vision
Select U. Utilities
Select K. File Utilities
Select L. Pricing Updates
Enter PTM-FAC
Select J. Nav Load
Select A. New Load
Enter in Options and Select Ok
Select Ok once the Load is completed
Select X. Esc Exit

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

N/A

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

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

Bug 28092 - Mobile Inventory App: Cycle counts failing, taking user to login screen

APPLICATION: Mobile Inventory App

PROBLEM SUMMARY: Cycle counts failing, taking user to login screen

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

N/A

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

Access Mobile Inventory app
Login in with an existing user
Enter in a Starting Bin or a Part number setup with a Bin
Enter in an Ending Bin or Part number setup with a Bin
1. Verify no errors occur and the Parts are shown

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

Mobile Inventory Application

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_0_barcode___managed_mobile_inventory

Bug 28120 - PTM Vision: Potential issue with "invoicedeposits" causing issues in previous years

APPLICATION: PTM Vision

PROBLEM SUMMARY: Potential issue with "invoicedeposits" causing issues in previous years

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

N/A

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

Access PTM Vision
Select Services/Switch Years/Previous Year
Select Yes to update structures
Select O. Open Orders
Open an existing order
1. Verify no errors occur and the order is opened successfully

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

N/A

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

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

Bug 28127 - PTM Vision/Purchase Orders: Error occurs after filling a back ordered part with a Stock order

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY: Error occurs after filling a back ordered part with a Stock order

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

N/A

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

Access PTM Vision
Select O. Open Orders
Select the Sales orders tab
Select F2. New
Enter customer account info
In the Input field, enter a Stocking part with no in stock qty
Select Yes to back order the part
Select Yes to drop ship the part
Exit the order
Select P. Purchase Orders
Select F2. New
Add the same part that was on the work order
Say No to add to order
Select O/R/P on the Stock PO
Select Yes to add to payables
Select Yes Report to add the stock ordered part to the order
Select Yes to change reference to Stock
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=purchase_orders

Bug 28153 - Vision PlussPay: ROA charged Credit Card Fee without selecting to charge fee

APPLICATION: PTM Vision

PROBLEM SUMMARY: ROA charged Credit Card Fee without selecting to charge fee

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

N/A

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

Access PTM Vision
Create a new customer and create a test credit card token, or have a customer with a test credit card token
Select O-Open Orders
Select F2-New
Add labor for 20 hours
Select F6-Options and C-Deposit Utility
Enter CC#, $200.00 for the Deposit Amount, and select Credit Card from the dropdown.
Answer Yes to use card on File. The charge should be declined due to a duplicate total.
Select C-Customer for the same customer
Select F8-AR and F12-ROA
Select F6-Pay. Select No to use Card on file. Do not select any checkboxes
Create ROA CC Charge for 100.00
Enter an amount for the amount of Credit and OK
Process through Web Pay. The Fee no longer is added to the ROA transaction

<<------------*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