Summary release notes for 2.1.1029
released on 2/5/2018 1
Product Backlog Item 932: Product Backlog 932 - Locking any prior year records
Bug 5481: Bug 5481 - Printing a shop copy of the inhouse subkit, the system is bringing up the workorder
Bug 5894: Bug 5894 - Issue with Labor not going onto a WO as Labor
Bug 6199: Bug 6199 - If the customer has a comma in their name, when trying to process a email, and go to add recipient, it causes the fields to load button wise to be off
Bug 7818: Bug 7818 - When adding a new inventory item, the Default margins are not displaying correctly without tabbing/entering through to the Fleet field
Detailed release notes for 2.1.1028
_______________________________________________________________
DESCRIPTION:
Product Backlog 932 - Locking any prior year records
APPLICATION: PTM Vision/Accounting - Previous Year(s)
PROBLEM SUMMARY: Added the capability to lock records in the Previous Year.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Note: To set Previous year records to locked, complete the following:
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A. Accounting System.
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D. Chart of Accounts.
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F6. Option.
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G. Lock Months.
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In the PrevYear field, enter Y to lock records.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Test the following scenarios in both Current year and Previous year to verify that previous year records have been locked.
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Customer File:
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Select C. Customer file.
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Select F8. A/R
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Locate a record from the Previous year.
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Verify you are unable to select F4. Edit.
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Verify a dialog is shown that states “Record Locked”.
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Chart of Accounts:
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Select A. Accounting system
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Select D. Chart of Accounts.
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Select the Last Year tab.
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Highlight an active account and select F8. Detail.
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Verify you are unable to select F4. Edit.
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Verify a dialog is shown that states “Record Locked”.
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Check Register:
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Select A. Accounting System.
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Select C. Check register.
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Highlight an account and select Ok.
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Locate a record dated last year, and select F4. Edit.
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Verify you are unable to select F4. Edit.
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Verify a dialog is shown that states “Record Locked”.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=general_ledger_options_menu
DESCRIPTION:
Bug 5481 - Printing a shop copy of the inhouse subkit, the system is bringing up the workorder
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: When printing a shop copy of the inhouse subkit order, the system is bringing up the workorder.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access Vision.
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Select O. Open Orders.
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Select the Work orders tab.
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Select F2. New create a new Work order.
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Enter a Customer.
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In the Input field, enter a Labor item.
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Add Hours and a tech.
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Select F12. Subkit.
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Select A. Sub kit order.
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Once within the Inhouse order, select A. Printing/D. Shop copy.
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Verify the Inhouse order is printed and not the Work order.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
N/A
DESCRIPTION:
Bug 5894 - Issue with Labor not going onto a WO as Labor
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: At times, entering a Labor operation onto an invoice after having accessed the Inventory file was causing the Labor to be added to the Work order as a Part instead of Labor.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access Vision.
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Select I. Inventory.
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Type in CHECK LIGHTS and hit enter.
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Once the Search grid loads, make sure the box has focus and type in CHECK ENGINE again and hit enter.
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Esc out of the inventory file.
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Select O. Open orders.
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Select the Work orders tab.
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Select F2. New to start a new Work order.
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Click in the Input field and type CHECK ENGINE.
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Hit enter to get to the next line in the Input box.
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Hit enter again to create the Labor operation.
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Verify the Labor op is added correctly to the Work order.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=labor_codes
DESCRIPTION:
Bug 6199 - If the customer has a comma in their name, when trying to process a email, and go to add recipient, it causes the fields to load button wise to be off
APPLICATION: PTM Vision/Customer Files
PROBLEM SUMMARY: If the customer has a comma in their name, when trying to process a email, and go to add recipient, it causes the fields to load button wise to be off.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access Vision.
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Select C. Customer file.
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Select F9. More.
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Select F9. Contacts.
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Select F6. Send message.
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Select the Add recipient button.
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Select B. Add recipient from another account.
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Select another account.
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Line up on an email/phone # and double click.
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Select the Red X to add.
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Say No to the dialog box that is shown.
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Verify that the address is added correctly and no usable buttons have loaded on the screen incorrectly.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
Use Integrated Ecm features - 12,1
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=emailing___faxing_from_edm_
DESCRIPTION:
Bug 7818 - When adding a new inventory item, the Default margins are not displaying correctly without tabbing/entering through to the Fleet field
APPLICATION: PTM Vision/Inventory file
PROBLEM SUMMARY: When adding a new inventory item, the Default margins are not displaying correctly without tabbing/entering through to the Fleet field.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Make note of the Default margins set up within Vision.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access Vision.
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Select I. Inventory.
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Select F2. New to create a new inventory item.
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Enter in a part name.
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NOTE: Do not use a Line code that may already be in the system as this can cause discrepancies in testing.
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Click in the Cost field and enter a Cost.
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Verify once the cost is entered and you are moved away from the field, the margin fields are populated with the correct default margins.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
Set Default Margins - http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=set_hot_fkeys_for_part_number_margin
Inventory -
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=inventory_overview