02/06/2018 - Release Version 2.1.1029

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:

1. A. Accounting System.

2. D. Chart of Accounts.

3. F6. Option.

4. G. Lock Months.

5. In the PrevYear field, enter Y to lock records.

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

1. Test the following scenarios in both Current year and Previous year to verify that previous year records have been locked.

   1. Customer File:

      1. Select C. Customer file.

      2. Select F8. A/R

      3. Locate a record from the Previous year.

         1. Verify you are unable to select F4. Edit.

         2. Verify a dialog is shown that states “Record Locked”.

   2. Chart of Accounts:

      1. Select A. Accounting system

      2. Select D. Chart of Accounts.

      3. Select the Last Year tab.

      4. Highlight an active account and select F8. Detail.

         1. Verify you are unable to select F4. Edit.

         2. Verify a dialog is shown that states “Record Locked”.

   3. Check Register:

      1. Select A. Accounting System.

      2. Select C. Check register.

      3. Highlight an account and select Ok.

      4. Locate a record dated last year, and select F4. Edit.

         1. Verify you are unable to select F4. Edit.

         2. Verify a dialog is shown that states “Record Locked”.

<<------------*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*----------------------->>

1. Access Vision.

2. Select O. Open Orders.

3. Select the Work orders tab.

4. Select F2. New create a new Work order.

5. Enter a Customer.

6. In the Input field, enter a Labor item.

7. Add Hours and a tech.

8. Select F12. Subkit.

9. Select A. Sub kit order.

10. Once within the Inhouse order, select A. Printing/D. Shop copy.

    1. Verify the Inhouse order is printed and not the Work order.

<<------------*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*----------------------->>

1. Access Vision.

2. Select I. Inventory.

3. Type in CHECK LIGHTS and hit enter.

4. Once the Search grid loads, make sure the box has focus and type in CHECK ENGINE again and hit enter.

5. Esc out of the inventory file.

6. Select O. Open orders.

7. Select the Work orders tab.

8. Select F2. New to start a new Work order.

9. Click in the Input field and type CHECK ENGINE.

10. Hit enter to get to the next line in the Input box.

11. Hit enter again to create the Labor operation.

    1. Verify the Labor op is added correctly to the Work order.

<<------------*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*----------------------->>

1. Access Vision.

2. Select C. Customer file.

3. Select F9. More.

4. Select F9. Contacts.

5. Select F6. Send message.

6. Select the Add recipient button.

7. Select B. Add recipient from another account.

8. Select another account.

9. Line up on an email/phone # and double click.

10. Select the Red X to add.

11. Say No to the dialog box that is shown.

    1. Verify that the address is added correctly and no usable buttons have loaded on the screen incorrectly.

<<------------*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*----------------------->>

1. Access Vision.

2. Select I. Inventory.

3. Select F2. New to create a new inventory item.

4. Enter in a part name.

   1. NOTE: Do not use a Line code that may already be in the system as this can cause discrepancies in testing.

5. Click in the Cost field and enter a Cost.

   1. Verify once the cost is entered and you are moved away from the field, the margin fields are populated with the correct default margins.

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