APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay: Responses do not display if Show Responses is off in Configure Payment Processing, but on in Configure User Settings

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

N/A

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

1. Access PTM Vision

2. Select Services

3. Select Integrations

4. Select Payment Processing

5. Select Pluss Payments

6. Select Configure Payment Processing

7. Check All boxes except Show Responses, select OK to save

8. Do the same in Configure User Settings, but check Show Responses, select OK to save

9. Select O - Open Orders

10. Select F2 - New 

11. Enter an Account number

12. Add Parts and/or Labor to the Input field

13. Select Alt+F7 to Print Bill/Close

14. Select C - Pay By Credit Card

15. Select A Point of Sale - Card Present

16. Select one of the Credit Card options - Enter the Credit Card info

17. Responses displays with a Success or Failure message

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Plusspay : Add additional information to payment receipt

<<-------------------------------------*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

5. Select ALT-I - Input

6. Add parts and/or Labor

7. Select Alt-F7 - Print Bill/Close

8. Select C - Pay by Credit Card

9. Run a Credit Card - Success, select OK

10. Print an Invoice

11. Select Yes to Print Credit Card Receipt - New format displays

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:   Add the option to show lines around the values in the Totals area

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

***If using a Custom PTM Vision UI Configuration, Please contact Pluss Technical Support for the update to the UI configuration; if using the default configuration, remove the visionuiconfig.txt from the PTM Vision directory and restart PTM Vision***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Se;ect F2. New Order

4. Enter Customer Account information

   1.  Verify if the showordertotalboxes is set to T (True), boxes are shown around all Totals on the Open Order

   2. Verify if the showordertotalboxes is set to F (False), boxes are not shown around the Totals on the Open Order

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

N/A

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

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

APPLICATION: PTM Vision and Quickbooks Desktop Application

PROBLEM SUMMARY:   Increase size of the FailNote column in applicable middleware tables

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

N/A

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

***No testing required***

• Change made to the QBDI Middleware to expand the length of the FailNote column error messaging in order to display more detail messaging when a transaction fails

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

• Quickbooks Desktop Application Integration: Please Contact Pluss Software Sales Department for more information

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

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

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application

PROBLEM SUMMARY:  An Error occurs in the QBDI if a Deposit is added to an order with a Customer that does not exist in QB or Vision

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

***Testing required only if using the Quickbooks Desktop Application; Otherwise, no testing is required***

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Enter an Customer account number/name that does not exist in PTM Vision

6. Select Ctrl+F6. Create Deposit

   1. Verify a dialog message is shown that states "This customer does not exist in PTM Vision. The Quickbooks integration requires that you use an existing customer or the 2-Cash Sale Customer”

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

• Quickbooks Desktop Application: Please Contact Pluss Sales Department for more information

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

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