02/13/2018 - Release version 2.1.1030

DESCRIPTION:

Bug 5586 - When WO is Print/Bill/Closed, the labor is dropping off the WO

APPLICATION:   PTM Vision/Open Orders

PROBLEM SUMMARY:  At times, when closing a work order the labor operation is not being carried over to the Closed order.

<<-------------------------------------*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 to start a new Work order.

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

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

7. Hit enter again to create the Labor operation.

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

8. Print/Bill/Close the Work order.

   1. Verify all Labor operations are correctly shown and priced on the Closed 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 7948 - Payroll Tax Issue - Need to expand the ability to file as Married, filing separately

APPLICATION:   PTM Vision/Accounting/Payroll (Mississippi)

PROBLEM SUMMARY:  For Mississippi Payroll tax calculation, there was a need to add multiple Marital status’ to Vision. The following Marital status’ have been added: Widower, Married filing jointly, Married filing separately, Married both employed, and Head of household.

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

**The Marital status will need to be changed within the Employee file/Taxes portion of Payroll.

**Additionally, when using the newly added Marital status, you may need to add the Federal and State taxes to the Employee file as well.

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

1. Access Vision.

2. Select A. Accounting.

3. Select G. Payroll system.

4. Select A. Enter payroll.

   1. 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.

   2. 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.

5. From the list of employees, select an employee to use for this test.

6. Line up on the employee and select Ctrl+E. Employee.

7. Once inside of the Employee file, and change the  take Marital status to P.

8. Exit the Employee file and return to the list of the employees.

9. Line up on the same employee and select F10. Taxes.

   1. Verify the amounts shown are correct.

      1. 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 8020 - PlussComm: When running a Sync All for Pluss Commerce, the Plussnet uploader was not being properly triggered

APPLICATION:  PTM Vision/Pluss Commerce Data Sync 

PROBLEM SUMMARY:  When running a Sync all to the Pluss Commerce website, the documents and images were not being correctly triggered for upload.

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

**NOTE: No testing required unless using the Pluss Commerce web services.

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

1. Access PTM Vision.

2. Select Commerce Site from the toolbar.

3. Select Utilities/Sync Online data/Sync all.

4. Select No to prompt on each table.

5. Select Yes to the prompt

6. Once the sync has finished, access your Pluss Commerce website.

   1. Verify all images/documents are correctly shown online.

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

3,23 - Allow PTM Vision to connect to Plussnet.

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce

DESCRIPTION:

Bug 8026 - Tax box is not visible on Invoice

APPLICATION:   PTM Vision/Open Invoice

PROBLEM SUMMARY:  When opening an existing orders, at times, the Tax box was blank. This issue has been corrected and if an invoice has a blank Tax field, the invoice is re-totaled and the tax box is filled in.

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

**Need to have existing order(s) with and without tax in order to verify the issue.

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

1. Access PTM Vision/Open orders.

2. Select the Work orders tab.

3. Line up on an existing Work order that is currently taxed.

4. Open the Work order.

   1. Verify the Tax field is not blank.

   2. Verify the amount in the tax field is correct.

   3. Verify if no tax is being charged, the Tax field is filled with $0.00.

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

N/A

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

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

DESCRIPTION:

Bug 8054 - Taxes do not calculate and an error occurs using S (semi monthly) payroll type with new tax system

APPLICATION:   PTM Vision/Accounting Payroll system

PROBLEM SUMMARY:  When entering S for semi-monthly in the Company setup, an error occurred when entering the Payroll system.

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

N/A

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

1. Access Vision.

2. Select A. Accounting.

3. Select G. Payroll system.

4. Select A. Enter payroll.

   1. 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.

   2. 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.

5. Select F. File Utilities.

6. Select O. Setup Company Information.

7. Select Ok to the first dialog shown.

8. In the Payroll type, enter S for semi-monthly.

9. Select Ok to save.

10. Exit out of the Payroll system.

11. Select A. Accounting.

12. Select G. Payroll system.

13. Select A. Enter payroll.

    1. Verify no error occurs when accessing the Payroll system.

<<------------*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_operation

DESCRIPTION:

Bug 8055 - During a failure on the new Plusscommerce site, PTM VISION had performance problems.

APPLICATION:  PTM Vision/Pluss Commerce 

PROBLEM SUMMARY:  When opening PTM Vision when Pluss Commerce connection was unavailable was causing Vision to err and freeze/hang.  

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

NOTE: No testing is required unless using Pluss Commerce/ Plussnet features.

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

*Verify when opening PTM Vision, the software does not freeze, hang, or cause any errors.

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

3,23 - Allow PTM Vision to connect to Plussnet.

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce