APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Omniview Import - ROA payment with Credit Card produced invoice for incorrect Account

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

1. Load an Omniview file to the Vision Directory

2. Access PTM Vision 

3. Select U - Utilities

4. Select I - Q-Books-Excel Import/Export

5. Select D - Omniview Import Data

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

1. Access PTM Vision 

2. Select C - Customer File

3. Select F10 - Search 

4. Enter an Account Number, select Done

5. Select F2 - New to add a new Test Credit Card

6. Select F8 - AR

7. Select F12 - ROA

8. Select F6 - Credit Card

9. Select Yes to Card found on Account

10. Select F8 - Select 

11. Enter the Amount of Credit to Pay, select OK

12. Select Y - Yes to apply payment to Invoice

13. Highlight the Test Credit Card and Select F8 - Process

14. Select Yes to Build a Credit Record

15. Select Yes to Process through Merchant Account 

16. Select OK on Success message 

17. Select a Sales Rep and select Enter 

18. Print a Receipt - The Customer Name and Address displays on the Receipt

19. Select Paid  - The Invoice displays 

20. Select Dep on the AR screen - The Invoice 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=roa__received_on_account__payment

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Add Level 3 Credit Card data

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

1. A new option has been added to the PlussPay Configuration Screen to allow the reporting of Level 3 data.  

2. To enable, select the checkbox for Include Level 3 Data? on the Configure Payment Processing Screen. Services > Integrations > Payment Processing > Pluss Payments > Configure Payment Processing.

3. Once enabled the additional data elements will be added to the transaction if applicable.

4. If Include Taxes is not set with Level 3 data, a warning message will display.  

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

1. Credit Card Processors allow for processing Level 3 transactions to provide corporate/commercial card holders with additional information on their statements and to reduce the interchange rate charged by the card brands for corporate/commercial card transactions.  The implementation of Level 3 data will include the additional data elements below to be submitted for processing on the Cloud and Encrypted devices. 

2. (Web Hosted Payments do not qualify for Interchange discounts)

3. Level 2 Data

4. Commodity Code

   1. The Commodity Codes typically have a format of XXX-XX (i.e. 005-21) where the first three digits denote the category and the last two digits denote the sub-code for the specific Commodity.

   2. There is also a label/details that corresponds to the Commodity Code. For instance, in the above example of 005-21 the corresponding label would be ‘Abrasives, Sandblasting, Metal’

   3. Inventory Part Configuration:  A drop down has been added to the Inventory/F9 - More screen, along with a Setup button to manage the Commodity Codes configured in the system.  

      1. The Commodity Code dropdown is used to assign a Commodity Code to the Part/Labor in Inventory. To select a Commodity Code from the ones already configured in the system, the down arrow can be clicked to open a selection dialog. The Commodity Code dialog can also be searched by typing after it has been opened either using the code, or text within the description.   On the Commodity Codes selection dialog, once a Commodity Code is selected and Ok is clicked, the dropdown will be populated with the new value.

      2. Commodity Code Setup: The Commodity Code Setup button is used to configure what Commodity Codes exist in the system and that can be applied to Parts and Labor. The Commodity Code Setup dialog is accessed by clicking on the Setup button to the right of the Commodity 

         1. Code.  There are several actions that can be performed from this dialog: New, Edit, Delete, and Import

         2. F2 New:  Adds a new record into the table and displays the Edit Commodity Code dialog

         3. F4 Edit: Brings up the Edit Commodity Code dialog for the currently selected record.

         4. F5 Delete: Deletes the currently selected record. The user will be prompted to confirm that they want to delete the record.

         5. F6 Import: The Import functionality allows the user to import a CSV (either comma or tab delimited) populated with Commodity Codes and Details.

   4. Open Order Line Item Configuration: The Commodity Code dropdown and Setup button were added to both the Edit Part and Edit Labor dialogs accessible via the Orders screen. Both controls operate the same as they do on the Inventory screen.

5. Customer Billing name

6. Customer Code

7. Discount Amount

8. Duty Amount

9. Order Date

10. Requester City

11. Requester Country Code

12. Requester Name

13. Requester Postal Code

14. Requester State Code

15. Ship from Zip Code

16. Shipping Amount

17. Ship to Country Code

18. Ship to Zip Code

19. Vat Amount (Value added Tax amount)

20. Vat Rate (Value added Tax rate)

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