11/01/2021 - Release 2.2.127

Development Production

Nov 01, 2021

402

Summary release notes for 2.2.127

released on 11/1/2021

Product Backlog Item 23495: Product Backlog Item 23495 - PTM Vision: Enable Preventative Maintenance and Status Update Notifications

Product Backlog Item 23497: Product Backlog: 23497 - PTM Vision: Enable Nuvei payment processing for Canadian customers

Detailed release notes for 2.2.127

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DESCRIPTION:

Product Backlog Item 23495 - PTM Vision: Enable Preventative Maintenance and Status Update Notifications

APPLICATION: PTM Vision/Customer File/Units and PTM Vision/Open Orders

PROBLEM SUMMARY: Enable Preventative Maintenance and Status Update Notifications

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

Preventative Maintenance Setup

Access PTM Vision
Select I. Inventory
Select F2. New
Enter Labor item name, Description, and Hours Required
Select F9. More
Select the 'Prompt For Miles/Hours' Checkbox and enter the schedule interval for this operation
1. Available settings (These settings are not necessary and can be added when the PM is setup):
  1. Reminder Mileage
  2. Reminder Hours
  3. Reminder Days
  4. Before
  5. After
Select F4. Edit to save
Select C. Customer File
Select Ctrl+U. Units
Select F12. PM Service
Select F2. New PM Service
Select No to the dialog message that states "Search labor/inventory for service?"
Enter in Service Days and select Ok to continue
In the Confirm Service Record window, enter in the Date Last Performed
1. Verify the Reminder Due Date is updated appropriately depending on the values entered
Select Ok to create the PM Record
Enter in a Description of the PM Entry and select Ok
Select Ok to the dialog message that states "Miles Maintenance Added"

Status Notification Setup

Access PTM Vision
Select U. Utilities
Select J. System Setup
Select P. Setup Default City-State-Zipcodes / Workorder Dept.
Select B. Work Department and Status
In the Notifications column, set the field to T to notify the Customer when an order Category is updated
Select F12. Status
Enter a Status message that will be sent to the Customer when the Category is updated
1. Note: There is a portion of the message not displayed here, that is not customizable. That portion lets the customer know which vehicle unit is being serviced.
Select Exit to save the changes
Select X. Esc Exit
Select Yes to the dialog that states "Would you like to save all changes?"

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

Preventative Maintenance Notification System:

Access PTM Vision
Select O. Open Orders
Select the Work Orders tab
Select F2. New Order
Enter Customer Account Number
Enter a Unit
In the Input field, enter a Labor Operation setup for Preventative Maintenance
If the Labor operation is setup to prompt for Mileage/Hours, enter Current Mileage and/or Current Hours for the Unit and select Ok to continue
Select Ok to the prompt that states "Mileage maintenance added"
Select F6. Option/P. Preventative Maintenance/V. View Unit Maintenance Schedule
1. Verify the PM has been added to the Unit
Select F4. Edit on the PM Service
1. Verify the Reminder Before/After days have been set correctly
2. Verify the Due Miles have been calculated correctly

Status Notification System:

Access PTM Vision
Select O. Open Orders
Select the Work Orders tab
Select F2. New Order
Enter Customer Account Number
Enter a Unit setup for Notifications
Select Ok to create the Work Order
Select Ok to exit the order
Select F9. Status
Change the Order Status and select Ok
Select Yes to the dialog that states "Would you like to notify the customer of the status change?"
1. Verify the Status Notifications are properly sent

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

- (9,4) Limit history to newer than
- (9,3) Limit PM Data / History by Date
- (9,2) Limit mileage to newer than
- (9,1) Limit Mileage / Averaging by Date
- (3,90) Notification: Days Before Service to Remind Customer
- (3,92) Notification: Days After Service to Remind Customer
- (2,25) Prompt To Print Alerts / Upcoming Services
- (1,78) Prompt to View / Add PM Service within this many days
- (7,19) Use Mean Average / Vs Simple Average in PM Calculations

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

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

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

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DESCRIPTION:

Product Backlog: 23497 - PTM Vision: Enable Nuvei payment processing for Canadian customers

APPLICATION: PTM Vision

PROBLEM SUMMARY: Enable Nuvei payment processing for Canadian customers

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

N/A

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

Nuvei is a Credit Card Processor we have partnered with to process Canadian Debit and Credit Cards. They will be the default processor for the Canadian clientele using Vision and all payments will be charged using Canadian currency with no adjustments for Exchange Rate. The technology was built within the Pluss Payments feature set, with a few changes to manage the separation of the two Processors. Credit Card Terminals and a Web Hosted interface will be the main transaction methods. Nuvei also has a Portal similar to MerchantTrack where Clients can view transaction data, reports, and settlements.

Supported Functionality

Process Debit and Credit transactions on the Cloud Terminal and the Web Hosted interface within Vision.
Signature Capture using the Cloud Terminal.
Web Hosted Token Capture.
Full and Partial Refunds.
ROA and Work Order Deposits.
Local Terminal Payment Receipt printing.
All features are enabled in Pluss Payments with the exception of:
1. Token Capture or use on the Terminal.
2. Direct Terminal Devices (Magnetic USB Readers)
3. Multiple Merchant Users.

Cloud Terminals Supported

Dejavoo Z11 Tri Comm Touch Screen Countertop

with NFC Contactless, Dial, IP, or Wifi

Updates to Configure Payment Processing

On the Configure Payment Processing screen, a Use Canadian Processor checkbox has been added to determine if Nuvei or Fullsteam is used.
1. If the checkbox is selected, only the fields required for Nuvei will display.
2. If the checkbox is not selected, only PlussPay fields using Fullsteam will display.
Terminal Auth User will be the Terminal Id assigned by Nuvei.
1. Different Users can use a unique Terminal ID.
Terminal Auth Secret will be the key/secret provided by Nuvei.
Web Auth User will be the Terminal Id provided by Nuvei and should be the same for all Vision users.
Web Auth Secret will be the key/secret provided by Nuvei for Hosted Payments.
Receipt From Terminal was added since the terminal supports printing receipts from the Terminal.
1. Values are None, Customer, Merchant, or Both.

Updates to Configure User Settings

As previously, if the Use Canadian Processor from the Configure Payment Processing screen is checked, only the fields required for Nuvei will display.
Terminal Auth User is the Terminal Id assigned by Nuvei
1. Different Users can use a unique Terminal ID based on the user logged in.
Terminal Auth Secret will be the key/secret provided by Nuvei.
Receipt From Terminal was added since the terminal supports printing receipts from the Terminal.
1. Values are None, Customer, Merchant, or Both.

Dejavoo Z11 Credit Card Terminal

The Terminal should arrive pre-configured. Once Vision is set up, Credit Cards should be able to be processed.
When a Credit Card Transaction is requested, the Terminal screen will change from a spinning Globe POS Online to displaying the Purchase and icons of the payment entry methods available.
1. Contactless
2. Chip Reader
3. Magnetic Swipe Reader
4. Keypad Entry

The terminal has a touch screen and once the card has been inserted, a prompt requires the user to approve the amount by selecting the onscreen Yes button or the Green OK button on the Keypad.

Upon receiving the Approved message, the device will alert to remove the card. If the Signature field is checked in Configurations, the screen will display grey with Sign Here at the top. Using a finger, sign on the screen and select the OK button on the screen or the Green OK button on the keypad.

Vision will respond with a Success message.

Merchant Terminal Transaction System

Nuvei has a Merchant system for Credit Card Terminal transactions.

Merchant Web Hosted Transaction System

Nuvei also has a Merchant Web Hosted Transaction System for the Credit Card Web Interface.

Web Hosted Payments

The Web Hosted interface is closely designed to Pluss Payments.
1. The fields on the first page are:
  1. Name on Card
  2. Postal Code
  3. Country Code (2 Characters)

The fields on the second page are:
1. Payment Type *(Required)
  1. A dropdown list of the Credit/Debit Cards accepted by Nuvei

Credit Card Number *(Required)
Credit Card Expiration Date with Month and Year dropdowns *(Required)
CVV *(Required)
Cardholder Name and Postal Code will be populated from the first page and are editable.

Tokenization

Setup

In the Services Menu, select Pluss Payments/Configure User Settings.
Check the Prompt to Save Cards checkbox and select OK.

Creating a Token via a Payment

In Open Orders, choose an Order to Close and pay by Credit Card.
Select OK to Save this Card to Account?.

If the Payment Type menu displays, choose from the list.
If the Payment Entry Device Menu displays, choose A Use Web Pay and Save Card.
1. If B Use Cloud Terminal is selected, the Card will not have an option to be saved.

Enter the Name, Postal Code and Country Code and select Submit.
Enter the required information on the following page
Check the Store Card Details checkbox to save the Token.
If the Store Card Details checkbox is not selected and the Pay Now button is clicked, the Card will not be saved

Select OK to the Card details will be stored securely for this Merchant to re-use.

Select The Pay Now button to process the transaction and Tokenize the card information.
If the Customer Name from the Card’s embedded information is not available, a prompt will display to collect the Name of the Card Holder prior to a Success Message.

Add/Update/Replace a Token

On the Customer File screen, select F6-Ccard.
If no Token is present, select F2-New.
If a Token is present, and it needs to be updated, highlight the entry to update and select F4-Edit.
1. Any information entered on the Credit Card Details screen will only be saved in Vision and not transmitted to Nuvei.
In the Credit Card Details screen, Select F4-Update On
The existing Token information will display in the Secure Card Update window.
The items that can be updated are:
1. Card Type
2. Card Number by checking the Update Card Number checkbox
3. CVV
4. Expiration Month and Year
5. Card Holder Name
6. Email address

If the Card Number was changed the request must be confirmed by selecting OK..

Once confirmed, the Token information is saved and updated in the Credit Card Details screen.

Partial and Full Refunds

Refunds, either processed through Ctrl-H or F10-Search will be processed through the Terminal and must have a Credit Card present to insert for the transaction to process. As long as the original sale was paid by Credit Card and a Transaction ID is on record, the Refund should process, even on a different Credit Card Number.

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

PlussPay

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

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

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