APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  PlussPay/Customer file: Error occurring when trying to add a Credit record with a CC Card

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

N/A

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

1. Access PTM Vision

2. Select C-Customer

3. Select F10-Search.  Enter an Account Number or Name to Search

4. Select F12-Credit

5. Select OK on Crediting Customer window

6. Type CC# in the Check/Memo F6=CC field

7. Enter the Amount of Credit.  Select OK

8. Select No to the dialog that states "Card found on account"

9. Select F8-Process

10. Select Yes to build a credit record

11. Select Yes to Process credit through the merchant account

12. Select A. Point of Sale - Card Present

13. Enter Credit card information and select Ok

14. Select Ok to the success dialog

15. Select a Salesman

16. Select Yes to print a receipt

    1. Verify the payment is successful

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When SHI-PLST is set up in the Customer file, the Ship-to tax does not get applied right away

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

N/A

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

1. Access PTM Vision

2. Select C. Customer file

3. Select F10. Search and select a Customer that is setup with SHI-PLST in the Customer file/F9. More area

4. Select Ctrl+B. B-Ship

5. Select F2. New

6. Enter in Shipping information

7. Enter in a different Tax area than what the Customer is currently set to

8. Select Ok to save

9. Exit the Customer file

10. Access O. Open Orders

11. Select the Sales order tab

12. Select F2. New

13. Enter in Customer information

14. Once the Ship-To popup is shown, select F6. Ship List

15. Line up on the Ship-to with the different tax area

16. Select F8. Select to add to the order

17. Select Ok to the Tax change dialog

    1. Verify the tax area on the order is changed to the tax area on the Shipping address

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

N/A

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

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