APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Portal : Provider settings needs payment details

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

1. Pluss Commerce needs to be setup in Vision 

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

1. Access PTM Vision 

2. Select Commerce Site from File Menu

3. Select Site Settings

4. Merchant Server, Auth User, Auth Secret, and Merchant User all display and are editable

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?#pageid=22_1_overview

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Portal : AR data upload needs to be focused on Name not account

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

N/A

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

1. Access PTM Vision 

2. Select C - Customer File

3. Select F2 New

4. Create a Customer name identical to another configure in Pluss Portal (Test Account)

5. Select F9 - More

6. Add an email address and select Edit Password

7. Add a new password (12345678).  Select OK to save

8. Select O - Open Orders

9. Select F2 - New

10. Add the new Account Number created in the Customer File

11. Select Alt-I - Input

12. Add Parts and Labor

13. Select Alt-F7 - Print Bill/Close

14. Select A, B, or C to pay the order

15. Open and Login to Pluss Portal

16. Using both accounts the new orders created should be visible

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Portal : AR data is not triggered to update on F4 edit, or on M to move

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

N/A

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

1. Access PTM Vision 

2. Select C - Customer File

3. Retrieve a Customer with a Pluss Portal account

4. Select F8 - AR

5. Highlight a record in AR and Select F4 - Edit

6. Update a value on the record

7. Login to the Pluss Portal, select Invoices

8. Review the field value changed in Vision for accuracy - Field values match

9. Back in Vision,  highlight another AR record.

10. Select M - Move

11. From the Customer Search window, select another Account.  Select Done

12. Select Yes to Move the AR Record to another Customer

13. Go back to Pluss Portal, select Invoices

14. The invoice record that was moved does not display. 

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Portal:  EDM / ROA receipt copy is not built properly when processing a online ROA

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

N/A

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

1. Access PlussCommerce website

2. Select Make Payment button

3. Enter the Payment Amount and select Pay

4. Enter the Name on Card, Zip Code, and update the County if not US.  

5. Select the Make Payment button

6. Enter the Credit Card Number, Expiration Date and CVV code.  Select Pay button.  A Invoice displays as a receipt

7. Access PTM Vision 

8. The Invoice Button at the bottom should display green.  Select Invoices

9. The Electronic Invoice from Pluss Commerce will display.  Highlight an Invoice and select F6 Process or F8 Process All

10. Select OK to Close

11. Select C - Customer 

12. Select F7 - Print

13. Select F - View Electronic Documents

14. Highlight an item that matches the Reference Number and select F7 - Print/View

15. A PDF of the Invoice displays

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Portal : Payment online when processed into vision does not have accurate reference/detail data.

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

N/A

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

1. Access PlussCommerce website

2. Select Make Payment button

3. Enter the Payment Amount and select Pay

4. Enter the Name on Card, Zip Code, and update the County if not US.  

5. Select the Make Payment button

6. Enter the Credit Card Number, Expiration Date and CVV code.  Select Pay button.  A Invoice displays as a receipt

7. Access PTM Vision 

8. The Invoice Button at the bottom should display green.  Select Invoices

9. The Electronic Invoice from Pluss Commerce will display.  Highlight an Invoice and select F6 Process or F8 Process All

10. Select OK to Close

11. Select C - Customer 

12. Select F10 - Search

13. Search for the Customer Account or Name and select Done

14. Select F8 - AR

15. Scroll to the bottom and view the Details display as WEB#(#####) and the Check field displays CC# (Last 4 digits of Card)

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

N/A

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

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