APPLICATION: PTM Vision/Reporting/ROL Report

PROBLEM SUMMARY:  Written by drop down does not have actual writtenby list in it from system setup for the ROL report

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Reports

4. Select L. Transaction Activity Detail

5. Select the Report format dropdown and select Sales by Sales Person

6. Enter a Date range to report on

7. Select the Refresh button

8. Select the Written by dropdown

9. Select a Sales person from the list

   1. Verify all Salespersons setup are shown in the dropdown

10. Select the Refresh button

    1. Verify the report is filtered by the Salesperson selected

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Fullsteam Pay - Enabling Pluss Pay Feature disables all Signature Capture features using a Topaz device

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

1. Attach the USB Topaz Signature Reader to the local PC

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

1. Access PTM Vision

2. Select Services and Features (U,J,Q)

3. In the Search box, enter SIG and select Enter

4. Ensure the following Features are checked (7,15), (7,16), (12,13) and (1,1)  Select OK and OK again to Save

5. Select O - Open Orders

6. Select F2 - New

7. Enter an Account Number

8. Enter Parts and or Labor in the Input field

9. Select F7 - Print

10. Select M. Print Authorization - The Topaz Device should be active waiting to receive a signature

11. Sign with the attached pen and select OK in the top right corner of the Topaz screen.  A work authorization will be generated with the signature provided. 

12. On the same Order, select ALT+F7 Print Bill/Close

13. Select C - Pay by Credit Card using the Web Interface or an Encrypted Device that does not have a signature pad.

14. After Approval, select Yes to Prompt for Customer Signature

15. Sign on the Topaz Device and select OK on the Signature Pad to Close the Order

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

N/A

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Fullsteam Pay: Add prompt when a duplicate charge is encountered to look for past matching charges

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

N/A

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

1. Access PTM Vision 

2. Select O - Open Orders

3. Select F2 - New

4. Add an Account Number.  Verify terms are Cash

5. Add Parts and or Labor

6. Select Alt+F7 - Print Bill/Close

7. Select C - Pay by Credit Card and process the payment and close the Order

8. From Open Orders, Select F8 - WO to search the previously paid order

9. Highlight the Closed Order and select OK

10. On the Order screen, select F6  - Options, R - Mark as Open

11. Verify the total did not change due to fees and select Alt+F7 - Print Bill/Close

12. Pay using the same credit card, on the same day to simulate a communication failure between Payment Processing and the Merchant.  

13. Select OK to Enter the Bill Date

14. Select C - Pay by Credit Card and process the payment

15. Select Yes to Card Failed 1023 Duplicate.  Attempt to find and apply previously approved transaction

16. If a match is identified, a Success message, Transaction ID ####### applied successfully and the payment is applied to the work order.

17. Select Update current sale on the Sale already billed menu

18. Print Invoice and Close the Order

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Customer File - Charged Work Orders paid via ROA Credit Card payments cannot be refunded at the work order level 

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

N/A

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

1. Access PTM Vision

2. Select O - Open Orders

3. Select F2 - New orders 

4. Update the Terms to CHG, Add Parts and Labor

5. Select F7, A - Print and Bill/Close

6. Select C-Customer

7. Select F8 AR

8. Select F12 - ROA

9. Select F6 - Credit Card

10. Enter the Amount of Credit, select OK

11. Highlight the items to be paid and Select Y -Yes so the status changes to *Paid* Multiple may be selected

12. Select F8 - Process

13. Select Yes to Save

14. Select Yes to processes through Merchant Account

15. Payment Processing window displays. Success message

16. Esc to Main Menu

17. Select O - Open Orders

18. Select F10 - Search History

19. Select the Down Arrow on Search by Customer Name

20. Enter the Account Number or Customer Name, select Done. 

21. Select On the Search Previous Jobs

22. Highlight the Order that was paid via the ROA Payment, and select F9 - Refund

23. Select Yes to Build return order

24. On the Return Order, select F7, A Print Bill/Close

25. Select C Pay $-###.## by Credit Card

26. Select OK to confirm the amount to refund - Success message displays

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

N/A

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=open_orders#pageid=credit_card_refund_on_whole_sale