APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Plusspay : Ampersands (&) are not allowed in CC transaction bodies.

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

N/A

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

1. Access PTM Vision 

2.  Select O-Open Orders

3.  Select F2-New while on the Work Orders Tab

4.  Enter an Account Number

5.  In the Input field, enter Labor item with an ampersand (PAINT &RENAME UNIT)

6.  Select Alt F7 to Print and Close

7.  Select C-Pay by Credit Card

8.  Process Credit Card

9.  Transaction is successful

<<------------*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/Customer File/Recurring Billing

PROBLEM SUMMARY:  Orders with branch reference orders do not process and the reference field is cleared

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+R. Recurring Billing

4. Select F10. Group

5. Select F11.  Error Check

6. Select Yes to the dialog prompt that states "Run tests to verify billing details and payment accounts now?"

7. Select Yes/All to the dialog prompt that states "Move recurring order reference WX-XXXX to Branch X?"

   1. Verify any recurring items set to a Branch order are moved to the Branch listed

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Recurring Billing

PROBLEM SUMMARY:  Failure flag(s) are not cleared in the Rebilling table after recurring billing completes successfully

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+R. Recurring Billing

4. Select F10. Group

5. Select F8. Bill All

   1. Verify any previously failed Recurring records that have been successfully processed are no longer shown in Red

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

N/A

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

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

APPLICATION: PTM Vision/Customer File/Recurring Billing

PROBLEM SUMMARY:  Orders with archived reference orders do not process correctly and the reference field is cleared

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select Ctrl+R. Recurring Billing

4. Select F10. Group

5. Select F8. Bill All

   1. Verify all Recurring items are completed properly and no prompt is shown to Add to Inventory/Add to PO/Esc.

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

N/A

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

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

APPLICATION: PTM Vision/Backup System

PROBLEM SUMMARY:   Need to add the Profiles backup files to Offsite backup

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

N/A

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

***No Testing Required; Please Contact Pluss Software Support Team for more Information***

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=18_9 

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Scheduling - F7-Print Report by Tech does not return results

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

N/A

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

Access PTM Vision 

Select S-Scheduling

Select F7-Print

Select A-Report by Tech

Select a local Printer

Highlight a Mechanic and select OK

Select a Date Range and select OK to generate Report

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

N/A

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

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