APPLICATION: PTM Vision/Branching and IBS Exports

PROBLEM SUMMARY:  Need ability to limit IBS export by branch

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

1. Access PTM Vision

2. Select Services/Transfer options/IBS/Setup

   1. Verify an option has been added that states "Limit exports to current branch (Y/N)

      1. Y = Will only show Branch that is currently active 

      2. N = Will Show All Branches; not limited to only the current active branch

3. Enter an N in the "Limit exports to current branch" field

4. Select Ok to save

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

1. Select Services/Transfer options/IBS/Transfer

2. Enter a Date range to transfer and select Ok

   1. Verify the files are uploaded successfully

3. Access the Vision Directory

4. Locate the IBS folder

   1. Verify the IBS export file contains the correct values for both Branches

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

• IBS Interstate Billing Service Transfer

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

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