APPLICATION: PTM Vision/Customer File/Accounts Receivable

PROBLEM SUMMARY:  Customer File/Accounts Receivable:  Ability to sort AR items by date in AR screen

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F10. Search and select a Customer account

4. Select F8. Ar

5. Select the Rec button to show open invoices for the Customer

   1. Verify a Set Grid Order button is shown at the top of the open window

6. Select the Set Grid Order button

   1. Verify the grid order is changed from Posted+Name+Natural order to Posted+Name+Date

   2. Verify when the button is select again, the grid is returned to its original order of Posted+Name+Natural

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay Open Orders - Duplicate orders merged from original do not display transaction details on the Invoice

<<-------------------------------------*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. Enter an Account Number with a Credit Card Token on file

5. Add Parts and Labor

6. Select F7 - Print, A - Print Bill and Close

7. Select Yes to Card on File

8. Select F8 to select Card 

9. Select OK to process Card through Merchant - Success Message

10. Print an Invoice

11. Retrieve the same order, select F6 - Options 

12. Select R - Mark as Open 

13. Select F7 - Print, A - Print Bill and Close

14. Select OK to Bill Date

15. Select Yes to Card on File

16. Select F8 to select Card 

17. Select OK to process Card through Merchant

18. Select Yes to Card Failed - 1023  Flagged as a duplicate charge 

19. Select OK to Success message 

20. Select A - Update current sale

21. Print an Invoice - The new Invoice contains all of the credit card details as the original Invoice

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay: Change the Fullsteam Pay app to load the browser from a temp file rather than Local Host

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

Open OverrideOrigin.txt from the Vision Folder and update the contents to http://72.0.0.1, http://www.pluss.net, or https://hostedPayments-ext.fullsteampay.net

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

1. Access PTM Vision 

2. Select O - Open Orders

3. Select F2 - New

4. Select F2 - New

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. If Card Context displays, select B or C Card not Present, if not, select Use Web Pay 

10. The Transactions Details window displays properly

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

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - ROA on a Credit Card allows a zero Amount of Credit and attempts to process but fails

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

N/A

<<--------------------*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 or name, select Done

5. Select F12 - Credit, select OK

6. Select F6 - Credit Card

7. Leave Amount of Credit as 0.00, select OK

8. Select OK to new Message

9. An ROA with a $0 Credit cannot be processed via Credit Card.  The credit card information will be removed from the Check/Memo field.

10. If you would like to use a credit card, please re-enter the credit card information and enter a Credit amount greater than zero

11. Enter a Memo in the Check/Memo field, select OK

12. Highlight the two or more offsetting records and select Y - Yes to mark as Paid

13. Select F8 - Process, select Yes to Process

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Need to log in the orders.txt file when an order is amended and customer account is changed on the order

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

N/A

<<--------------------*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 Customer account number

6. In the Input field, enter an Inventory item with quantity in stock

7. In the Input field, enter a Labor operation

8. Select F8. Amend

9. Change the Account Number on the order

   1. Verify a prompt is shown that states "Would you like to change order from XXXX XXXXXX to XXXXX XXXXX?"

10. Select Yes to the Customer change prompt

    1. Verify another prompt is shown that states "A customer change occurred, would you like to reprice all items?"

11. Select Yes to the Reprice Prompt

    1. Verify a prompt is shown that states "Reprice Labor as well?"

12. Select Yes to the Reprice Labor Prompt

13. Access the PTM Vision directory and locate the orders.txt log file

14. Open the file using Notepad

    1. Verify the Account change has been logged

    2. Verify the Repricing of both the Inventory item(s) and Labor operation(s) have been logged

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay: Add ability to use topaz signature with wireless card reader

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

1. Install a USB Topaz Signature Pad

<<--------------------*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 User Settings

7. Verify Signature is checked and that the Cloud ID if for an iSMP4 Wireless device

8. Check the External Signature Pad, select OK to save

9. Select O - Open Orders

10. Add an Account Number

11. Select Alt-I Input, add Parts and or Labor

12. Select Alt-F7 to Print Bill/Close

13. Select C - Pay by Credit Card

14. When Prompted Insert the card into the Wireless Cloud Device

15. Success Message displays, select OK

16. Select Yes to the message: Prompt for Customer Signature?

17. The Topaz Signature Pad will prompt and record a signature

18. Save and Print a Receipt with signature attached

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

1. Approve Orders (CashTerms) with Signature:  Qfeature 12,13

2. Approve Orders (Charge Terms) with Signature:  Qfeature 12,12

3. Signature Capture Enabled:  Qfeature 7,15

4. WorkOrder Authorization (with Signature):  Qfeature 7,16

5. Signature Capture for this User/Station:  Qfeature 1,1

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay: Open Orders: When adding a Non-Inventory part with a Default line code that has a Commodity code in Inventory, an error is occurring

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Locate a Default Line code

4. Select F9. More and add a Commodity code to it

5. Exit Inventory

6. Select O. Open Orders

7. Select Work orders tab

8. Select F2. New

9. Enter Customer account information

10. In the Input field, enter a Non-Inventory part with the default line code

11. Select Enter to populate the Search box

12. Select X to open item details

13. Enter Cost and select Ok - Error occurs

14. Select Alt-F7 to Print and Close

15. Select C to Pay by Credit Card

16. Complete credit card transaction 

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

N/A

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

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

APPLICATION: Mobile Managed Inventory Application

PROBLEM SUMMARY:  When trying to access the Scan to Order list of orders, at times we are returning a Null count, causing the app to send the user back to the login page

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

***Testing required only if using the Mobile Managed Inventory Application with PIM Vision; Otherwise, no testing is required***

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

1. Log In to the Mobile Inventory Application

2. Select the Scan to Order tab

3. Select an Order type

4. Do not enter an Order Number

5. Select the Search Icon

   1. Verify the list of orders loads correctly

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

• Mobile Managed Inventory Application: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_1_1

APPLICATION: Mobile Managed Inventory Application

PROBLEM SUMMARY:  Inventory Lookup Returning User to Sign In when a Part does not Exist

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

***Testing required only if using the Mobile Managed Inventory Application with PIM Vision; Otherwise, no testing is required***

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

1. Log In to the Mobile Inventory Application

2. Select the Inventory Lookup tab

3. Enter a Linecode/Part# that does not exist

4. Select the Search Icon

   1. Verify a dialog message is shown that states "Inventory item not found: Inventory items(s) with this search term er not found"

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

• Mobile Managed Inventory Application: Please Contact Pluss Software Sales Department for more information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=23_1_1

APPLICATION: PTM Vision/Accounting/Chart of Accounts

PROBLEM SUMMARY:  Department Spread Report not showing W Department

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

N/A

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

1. Access PTM Vision

2. Select A. Accounting System

3. Select D. Chart of Accounts

4. Select F7. Print

5. Select A. Financial Statements

6. Select the Report dropdown and select the Department Spread Report

7. Select the Refresh button

   1. Verify all Departments in use are properly shown on the statement

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

N/A

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

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

APPLICATION: 

PROBLEM SUMMARY:  

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

****Testing only required if using Outbranch syncing; Otherwise, no testing is required! Please Contact Pluss Software Technical Support for assistance****

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

1. Access PTM Vision from the Main Store

2. Select I. Inventory

3. Select F4. Edit

4. Change the Quantity value

5. Select F4. Edit

6. Access PTM Vision from another Store

   1. Note: The other Store must be setup to receive inventory updates

7. Select I. Inventory

8. Select F10. Search and enter the inventory item for which the quantity was updated

9. Select F12. Stores

   1. Verify the Main Store inventory quantity value has been correctly updated to match the update made in the Main store

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

• 5,66: Plussnet - Set Branch Areas to Sync

• 1,85: Parent Account for OUter Branch Syncing

• 1,57: Remote Branch Syncing Field List for Inventory

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY: Issue with Commodity code not being created when running a structure rebuild

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

***No Testing required****

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

***No testing required. Please contact Pluss Software Technical Support for questions/Issues

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

N/A

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

N/A

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application Integration

PROBLEM SUMMARY:  Periodic Inventory setup causing some invoice items from not being included in the middleware to process

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

***Testing required only if using the Periodic Inventory setup with PTM Vision and the Quickbooks Integration; 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 Customer account number

6. In the Input field, enter a couple Labor operations and Inventory items

7. Select Alt+F7. Print Bill and Close

8. Access the Quickbooks Desktop Integration Overview Application

   1. Verify the Invoice is shown in the middleware

9. Access the Quickbooks Desktop Application

   1. Verify the Invoice has been correctly created in Quickbooks

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