Summary release notes for 2.1.1032
released on 2/21/2018
Product Backlog Item 4193: Product Backlog 4193 - Changes to registered users display
Product Backlog Item 4787: Product Backlog 4787 - Interchange field should not be editable
Bug 5411: Bug 8016 - When pulling a Core return, we are not putting the qty into inventory in order to start the return process
Bug 7691: Bug 7691 - Structure updates not triggered on Branches after Branch 1
Bug 7713: Bug 7713 - When editing qty in Inven and you select No to keep selling prices/change margins, we are changing margins to the default
Bug 8016: Bug 8016 - When pulling a Core return, we are not putting the qty into inventory in order to start the return process
Detailed release notes for 2.1.1032
_______________________________________________________________
DESCRIPTION:
Product Backlog 4193 - Changes to registered users display
APPLICATION: PTM Vision
PROBLEM SUMMARY: Changes have been made to the Device Management Display shown in the upper-right corner of the software.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
NOTE: Depending on how PTM Vision is licensed, different testing will be required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
**Concurrent Licensing**
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Access PTM Vision.
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Verify in the upper-right hand corner, there is no Device information displayed.
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**Device Usage License**
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Access PTM Vision.
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Verify in the upper-right hand corner, the correct number of registered devices is shown.
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NOTE: if you are exceeding the amount of registered devices, a message to Contact Pluss Support is shown.
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
3,36 - Set user licensing mode to concurrent sessions
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
N/A
DESCRIPTION:
Product Backlog 4787 - Interchange field should not be editable
APPLICATION: PTM Vision/Inventory
PROBLEM SUMMARY: The ability to edit the Interchange field from the Inventory main screen has been removed. Interchanges can be added/edited/viewed from the F11 Interchanges window from Inventory. The first interchange added to the list will be displayed and read-only in the Interchanges field.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision.
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Select I. Inventory.
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Select F10. Search and locate a part with interchanges.
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Select F4. Edit.
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Verify the Interchanges field has been changed to read-only and cannot be edited.
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Verify the Interchanges field displays the first Interchange from the Inchanges window.
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Select F11. Interchanges.
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Verify the ability to add/edit/view the Interchange list.
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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=inventory_interchange
DESCRIPTION:
Bug 8016 - When pulling a Core return, we are not putting the qty into inventory in order to start the return process
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: When moving an item from the Price file to Inventory when adding to a Work order was not stamping the ITRANS record.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Need to have parts in the Price file in order to test this fix.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision.
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Select O. Open Orders.
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Select the Work orders tab.
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Add a Customer and a Unit.
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In the Input field, enter a part number that is in the Price file and press tab.
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Select Yes to the dialog message asking to move the part to the Price file.
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While still in the Invoice, select the Inventory icon from the left-hand toolbar.
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Verify you are taken into inventory and are lined up on the correct part.
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Select the Qty button.
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Verify an entry has been made in the Itrans for the Price fle move.
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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=selling_items_from_price_file
DESCRIPTION:
Bug 7691 - Structure updates not triggered on Branches after Branch 1
APPLICATION: PTM Vision/Branches
PROBLEM SUMMARY: After accessing Branch 1, any branches accessed in the future does not run structure updates.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**If using multiple branches, testing is required; If Branching is not used, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision.
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Select Services/Branch Manager/Branch setup.
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Line up on Branch 1 and select F8. Load.
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Verify when the branch loads, a structure update is completed.
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Select Services/Branch Manager/Branch Setup.
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Line up on Branch 2 and select F8. Load.
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Verify when branch 2 loads, a structure update is completed.
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**If more branches are used, testing can be done by repeating steps 2 through 3a on each additional branch.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Use Branch Data files - 7,20
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Allow Ptm Vision to connect to Plussnet - 3,23
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=inventory_branching_-_multi_inventory
DESCRIPTION:
Bug 7713 - When editing qty in Inven and you select No to keep selling prices/change margins, we are changing margins to the default
APPLICATION: PTM Vision/Inventory
PROBLEM SUMMARY: When editing qty in Inven and you select No to keep selling prices/change margins, we are changing margins to the default
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Verify the Defaults margins set in U. Utilities, J. System setup, G. Set hot keys for Part#/Margin.
<<--------------------*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 add a new inventory.
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Add part detail and cost, tab away from the field.
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Select Yes to maintain current margins.
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Verify the margins set are the same as the default margins in U,J,G.
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Verify the margins are set as the default line code, and not the default margins, if a line code exists.
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Verify the margins are set the same IF another part exists in the system with the same line code.
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Select I. Inventory.
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Select F2. New to add a new inventory.
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Add part detail and cost, tab away from the field.
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Select No to maintain current margins.
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Verify the margins set are the same as the default margins in U,J,G.
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Verify the margins are set as the default line code, and not the default margins, if a line code exists.
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Verify the margins are set the same IF another part exists in the system with the same line code.
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Select I. Inventory.
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F10. Search for a part.
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Select F4. Edit to edit the inventory item.
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Edit the cost, and tab away from the field.
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Select Yes to maintain current margins.
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Verify the margins do not change, and the costs are adjusted to the edit cost and the current margins.
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Select I. Inventory.
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F10. Search for a part.
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Select F4. Edit to edit the inventory item.
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Edit the cost, and tab away from the field.
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Select No to maintain current margins.
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Verify the margins are changed, and the costs are not adjusted.
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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=11_1_10_16_3_inventory
DESCRIPTION:
Bug 8016 - When pulling a Core return, we are not putting the qty into inventory in order to start the return process
APPLICATION: PTM Vision/Open Orders and Inventory
PROBLEM SUMMARY: When pulling a Core return, the quantity is not getting placed into inventory in order to start a return.
<<-------------------------------------*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 Sales order or Work order tab.
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For testing purposes, it does not matter which order type is selected.
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Select F2. New.
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Enter in a customer account number.
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Create a new WO with a Part with a core that is currently in stock.
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When asked how many Cores the customer returned, enter 1.
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Line up on the Core part with the positive qty on the invoice.
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ALT+P and say Yes to pull the part from Inventory.
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Access Inventory and verify the Core has been placed into inventory in order to start the return process in PO’s.
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Verify that a return PO is created when Alt+P is selected.
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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=inventory_cores