APPLICATION: PTM Vision

 

PROBLEM SUMMARY:  Importing PlussPay Mobile payments into PTM Vision

 

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

1. Contact Pluss Software for assistance.

 

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

Importing PlussPay Mobile payments into PTM Vision

 

1. Access PTM Vision 

2. At the bottom of the Vision window, a PAYMENTS button will appear next to the Mobile label.  It will highlight Green if there are completed Mobile Payments needing approval.

 

3. Click the PAYMENTS button.

4. An Electronic Payments window will display.  It will contain the following:

   1. Order Type

   2. Order Number

   3. Payment Amount

      1. The Payment amount displayed is the Total minus any Deposit applied to the Order. 

   4. Total Payment

   5. Highlight the Order to process and select the F6-Process button.  

      1. The Order number will no longer display in this window when complete.

      2. Select OK to close the Electronic Payments window.

   6. On the main menu, select O-Open Orders.  

   7. Select F8-WO# Search 

   8. Enter the Order Number processed in the Electronic Payments window.

   9. Enter W for Work Order or S for Sales Order and select OK.

   10. Open the Order

       1. In the Header of the Open Order, the Order Number, Status, and Paid by Mobile Payment will display.

2. In addition, below the Total, the order will display Paid by Mobile Payment.

 

11. To process the payment to the Order, select Alt F7 (Print Bill/Close).

    1. The Print Bill/Close procedure will run without requesting a Payment method.

    2. Accounts Receivable records will be created in the Customer File, and the Invoice will Print with a Paid indicator including Credit Card Receipt data at the bottom.

 

5. If the Order is Paid and not closed, an attempt to update to the Order or creating a Deposit, a message indicating This Invoice is already Paid and will not allow the change to the Paid Order.

 

6. All receipts will be stored in PTM Vision within EDM (Electronic Document Module) accessible from Open Orders and Customer File once the Order is Closed.

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

N/A

 

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

Pending