APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay: Open Orders F10 Search History Refund order screen blanks after Invoice Prints for Refund

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

N/A

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

Access PTM Vision 

Select O - Open Orders

Select F10 - Search Invoice

Select the Dropdown Arrow to search by Account Number, or enter the customers name

Highlight a Closed Order (OPEN = N)

Select F9 Refund

Select Yes to Build a return Order message

Verify amounts are Negative

Select Alt+F7 to Print and Close

Select C - Pay by Credit Card

Select OK on Refund Total

Select OK on Success message

Print an Invoice

Refund Work Order and F10 Search History screens close and return to Open Workorders

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=f10__search_history

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders: When using all keyboard to access orders from F10 Search history, the grid is going blank (Customer Search)

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

N/A

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

NOTE: Use ONLY keyboard to access

1. Access PTM Vision

2. Select O. Open orders

3. Select F10. Search History

4. Using keyboard, type in Customer name (if using my data, use MORTY SMITH)

5. Tab down to the Order type field

6. Backspace out entries and enter S for Sales orders

7. Press enter in the keyboard

8. Use the PgDn button once to line up on a different order

9. Use F8. Source to access order

10. Select Esc key - Results display

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=f10__search_history

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Open Orders: When using all keyboard to access orders from F10 Search history, the grid is going blank (Unit Search)

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

N/A

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

1. Access PTM Vision

2. Select O. Open orders

3. Select F10. Search History

4. Tab down to the Unit Number field

5. Using keyboard, type in Unit Number (if using my data, use 6996)

6. Tab until the list is populated

7. Use the PgDn button once to line up on a different order

8. Use F8. Source to access order

9. Select Esc key - Results display

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=f10__search_history

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Web Hosted Page opens blank

<<-------------------------------------*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 Labor to the Input field

7. Select Alt-F7 - Print Bill/Close

8. Select C - Pay by Credit Card

9. Select A - User Web Pay (If applicable)

10. If any items in the User Settings of PlussPay are not set correctly, a message will display indicating the issue with the settings and they need to be corrected. 

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Open Orders: Closing Orders with large deposits applied cause Credit Card approval failures

<<-------------------------------------*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 labor to the Input field

7. Select F6 - Option

8. Select C - Deposit Utility

9. Select A - Create a Deposit

10. Enter a Memo

11. Enter the Amount to Deposit that is slightly less than the total including Taxes and Credit Card fees

12. Select Card from the dropdown, select OK

13. Select C - Pay by Credit Card

14. Select the Payment Entry Device - Success Message displays

15. From the Work Order Select Alt-F7 - Print Bill/Close

16. Select Pay by Credit Card

17. Select Card from the dropdown, select OK  - Success Message

<<------------*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: PTM Vision

PROBLEM SUMMARY:  PlussPay - Open Orders: Display Message if Closing Order with Credit Card for 0.00 amount

<<-------------------------------------*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 labor to the Input field

7. Select F6 - Option

8. Select C - Deposit Utility

9. Select A - Create a Deposit

10. Enter a Memo

11. Enter the Amount to Deposit that is equal to the total including Taxes and Credit Card fees

12. Select Card from the dropdown, select OK

13. Select C - Pay by Credit Card

14. Select the Payment Entry Device - Success Message displays

15. Select Alt-F7 - Print Bill/Close

16. Select Pay 0.00 by Credit Card - A message displays indicating a Credit Card cannot be used for this amount.  Please close the Order by selecting A. Pay by Cash.

<<------------*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: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  Losing focus after accessing Inventory/Sales History and returning to the PO window

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Line up on a Stocking part

4. Select I. Inventory

5. Select F8. Sls/His

6. Select S. Sales

7. Enter a Date Range and select Ok

8. Select Ok to exit the Purchase order history window

9. Select X. Esc Exit

10. Select Esc on the Inventory window

    1. Verify when returned to the Purchase Orders window, the window is not realigned and is still lined up on the original Purchase order

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay Configurations - Update Device names and correct spelling

<<-------------------------------------*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. The following items have been updated:

   1. Correct spelling "receipts"

   2. Update Web Interface to Virtual Terminal

   3. Update Cloud Device to Network Terminal 

   4. Update Cloud Id to Network Terminal Id

   5. Update Encrypted Device to Direct Terminal

   6. Update Encrypted Device Id to Direct Terminal Id

8. Select Services

9. Select Integrations

10. Select Payment Processing

11. Select Pluss Payments

12. Select Configure User Settings

13. The following items have been updated:

    1. Update Web Interface to Virtual Terminal

    2. Update Cloud Device to Network Terminal 

    3. Update Cloud Id to Network Terminal Id

    4. Update Encrypted Device to Direct Terminal

    5. Update Encrypted Device Id to Direct Terminal Id

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When the 0 account is used to remove all Parts/Labor from a order, we are prompting for the account number change and we should not be

<<-------------------------------------*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 and a Labor Operation

7. Select F8. Amend

8. Change the Account number to 0

9. Select Yes to the dialog shown that states "The 0 Account is used to reset the Workorder to Untitled. Continue?"

10. Select Yes to the dialog that states "Remove all Parts and Labor?"

11. Select Yes to the dialog that states "Delete all items from XXXXXXX WXXXX?"

    1. Verify the order is set to a 0 account and all Parts/Labor have been removed

    2. Verify none of the previous Customer information remains on the order

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay/Open Orders: F8. WO# Search screen showing after processing a Refund

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

N/A

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

1. Access PTM Vision 

2. Select O - Open Orders

3. Select F10 - Search History

4. Select the Dropdown arrow

5. Enter the Account Number or Name to search

6. Highlight from the List displayed of Orders

7. Select F8 - Source on Open Orders or F9 - Refund to refund a closed order 

8. Select Alt-F7 Print Bill/Close to Pay or Refund

9. Select C - Pay by Credit Card

10. When the transaction is complete, the Order screen and the F10 Search screens will close and only Open Orders will remain open.

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay - Credit Card Refund prompts to Save Card to Account.

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

N/A

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

1. Select O - Open Orders

2. Select F10 - Search History 

3. Select the Down Arrow on Search by Customer Name

4. Enter the Account Number or Customer Name, Select OK

5. Highlight the Order to refund and Select F9 - Refund

6. Select Yes to Build Return Order

7. Select Alt-F7 - Print Bill/Close

8. Select C Pay Refund amount by Credit Card

9. Select OK to confirm amount to refund

10. Success Message Displays

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

N/A

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

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

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  Add Branch to Product Line Sales Summary Report (RMA)

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select M. Product Line Sales Summary

4. Select A. Report Sales Summary

5. On the Options window, enter a Branch Number

   1. Verify a Branch Number field is shown

6. Select Ok to generate report

   1. Verify the report is correctly generated by the Branch entered

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Merchant Track User Configuration: Merchants field needs to be extended for long Merchant ID's

<<-------------------------------------*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 Online Users

7. Highlight a User

8. Select F4 - Edit

9. In the Merchant field add up to 4 Merchant accounts up to 60 characters each. 

10. Select OK

11. Select F8 - Launch to access Merchant Track

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

N/A

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

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