You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Release Notes > PTM Vision > 2020 Release Notes > 05/29/2020 - Release version 2.2.37
05/29/2020 - Release version 2.2.37
print icon
Development Production
May 29, 2020
views icon 464

 

 

 

Summary release notes for 2.2.37

released on 5/29/2020

Click to scroll down

Bug 19677: Bug 19677 - Fullsteam Pay - Open Order Return does not fire Payment Processing if No Selected to return to same card

Bug 19852: Bug 19852 - Fullsteam Pay - Configure Payment Processing - Merchant ID(receipts) field does not save contents when populated

Product Backlog Item 19873: 19873 - Fullsteam Pay - Add option to config for choosing which of the configured entry modes to use when processing a card swipe transaction

Bug 19903: Bug 19903 - Fullsteam Pay: Open Orders - When using a Token Credit Card to Close an order, the CC-Fee is not added to the order causing failures on Refunding

Bug 19991: Bug 19991 - Open Orders Print Authorization errors when Signature Capture window is Cancelled

 

 

 

 

 

 

 

 

 

Detailed release notes for 2.2.37

 _______________________________________________________________

Return to list

DESCRIPTION: 

Bug 19677 - Fullsteam Pay - Open Order Return does not fire Payment Processing if No Selected to return to same card

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Fullsteam Pay - Open Order Return does not fire Payment Processing if No is selected to return to same card

 

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

N/A

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

  1. Access PTM Vision

  2. Create a new work order, add parts and pay via credit card

  3. Make note of the Order Number

  4. Select O-Open Order

  5. Select F2-New

  6. Enter an Account Number and change Term to Cash-CC

  7. In Input Box, enter Ctrl-H

  8. Select Yes to limit history to only this customer

  9. Select OK on Search History screen

  10. Right Click on the Orderno field.  Enter the previous order number.  Select Enter

  11. Select F11-Return  

  12. Select No on the Do you intend to refund the part to the original credit card?

  13. Select F7-Print

  14. Select A-Print Bill/Close

  15. Select C-Pay by CC

  16. Select OK to confirm the Refund Amount and Tax

  17. Successful message displayed

 

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

N/A

 

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

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


 

 

 

Return to list

DESCRIPTION: 

Bug 19852 - Fullsteam Pay - Configure Payment Processing - Merchant ID(receipts) field does not save contents when populated

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Fullsteam Pay: Configure Payment Processing - Merchant ID(receipts) field does not save contents when populated

 

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

N/A

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

  1. Access PTM Vision

  2. Select Services from the File menu

  3. Select Integrations

  4. Select Payment Processing 

  5. Select Pluss Payments

  6. Select Configure Payment Processing

  7. Add a description to the Merchant ID(receipts) field, Select OK

  8. Description entered should save and not return blank

 

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

N/A

 

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

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


 

 

 

Return to list

DESCRIPTION: 

19873 - Fullsteam Pay - Add option to config for choosing which of the configured entry modes to use when processing a card swipe transaction

APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  A new option has be added to the Fullsteam Pay User Config to allow the User to select the input method (WebPay, Cloud Device, or Encrypted) when processing a card swipe transaction (i.e. Point of Sale charge or card tokenization).

 

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

N/A

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

  1. Access PTM Vision 

  2. Select Services, Integrations, Payment Processing, Pluss Payments, and Configure User Settings.  

    1. If the new option is unchecked, there is no change in the process.  Currently, Pluss Payments will use whichever method has the highest 'priority' device: (WebPay > Cloud > Encrypted)

    2. If the new option is checked and Card Context is A (Point of Sale  - Card Present) or Card Context is unchecked and …

  3. When paying a Work Order, ROA, and Tokenizing a Credit Card to a Customer File, if only one input method is configured, No prompt will be displayed, since there is only 1 device configured.  That device will be triggered for the transaction.

  4. When paying a Work Order, ROA, and Tokenizing a Credit Card to a Customer File, if two or more input methods are configured, A Menu prompt will display requesting which Payment Entry Device to use of the devices configured.

  5. Once the user selects an option on the prompt, that method will be used to process the transaction 

  6. If Card Context B (Point of Sale - Card not Present (Mail) or C (Point of Sale - Card not Present (Phone) is selected, the Web Interface will always be prompted. 

  7. If No devices are configured, the Web Interface will be the failsafe used to process the transaction

 

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

N/A

 

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

http://help.pluss.co/HELP/PTM%20Vision%20Help/default.aspx?pageid=2_2_starting_a_new_order#pageid=pluss_payment_use


 

 

 

Return to list

DESCRIPTION: 

Bug 19903 - Fullsteam Pay: Open Orders - When using a Token Credit Card to Close an order, the CC-Fee is not added to the order causing failures on Refunding

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Fullsteam Pay: Open Orders - When using a Token Credit Card to Close an order, the CC-Fee is not added to the order causing failures on Refunding

 

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

N/A

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

  1. Access PTM Vision

  2. Verify the CC-Fee percentage (14,5) and CC-Fee on Cash-CC(1,36) Features are selected

  3. Select O. Open orders

  4. Select the Work orders tab

  5. Select F2. New

  6. Enter Customer account information with a Credit Card on file

  7. Leave Terms set to CASH

  8. In the Input field, enter a stocking part with quantity in stock

  9. Select Alt+F7. Print bill and Close

  10. Select Yes on Prompt: Card on File. Would you like to use stored credit card

  11. Select Yes to agree to Credit Card additional Fee - Credit card Fee is added to the Total

  12. Highlight the card to use and Select F8

  13. Select Yes at: Processes payment through merchant processor now?

  14. If prompted, select Card Context A, B, or C - Payment Processing window displays

  15. Success message displays

 

<<------------*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_6_customers


 

 

 

Return to list

DESCRIPTION: 

Bug 19991 - Open Orders Print Authorization errors when Signature Capture window is Cancelled

APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  Open Orders Print Authorization errors when Signature Capture window is Cancelled 

 

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

Verify the Topaz Signature Capture device is attached to the workstation 

 

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

  1. Access PTM Vision

  2. Select O - Open Orders

  3. Add an Account Number

  4. Add Parts and/or Labor in the Input field

  5. Select F7 - Print

  6. Select M. Print Authorization 

  7. Select Cancel on the Payment Processing window

  8. Window Closes with error occurring

 

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

N/A

 

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

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


 

 

 

Click to scroll up

 

Feedback
0 out of 0 found this helpful

close button
scroll to top icon