APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay: HostedPayments processing last name that starts with

 ' _ON'

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

N/A

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

1. Access PTM Vision

2. Select O - Open Orders

3. Add an Account Number

4. Select Alt-I - Input

5. Add parts and or Labor

6. Select Alt-F7 - Print Bill/Close

7. Select C - Pay by Credit Card

8. If the Context option displays Select B, or C - Card not Present, if not select Web Pay

9. Enter the Name on Card (First Name, space "ON" for the last name)

10. The space will be removed for security purposes.  

11. Transaction 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=virtual_merchant

APPLICATION: PTM Vision/Open Orders/Reports

PROBLEM SUMMARY:  Non-Stocking Items report not exporting correct parts to excel report

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

N/A

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

1. Access PTM Vision

2. Select F7. Print

3. Select D. Print NonStock Items on Open Work Orders

   1. Verify all items are shown on the Report

4. Select the Export button

   1. Verify the correct items are shown on the print out of the order when the Report is exported

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Change Log In to Timeclock in File menu

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

N/A

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

1. Access PTM Vision

2. Select File from the Tools menu at the top

   1. Verify Log In has been changed to

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=time_management___timeclock#pageid=18_4_14_b_timecard_use_employee 

APPLICATION: PTM Vision/Reporting

PROBLEM SUMMARY:  RAA Report Not reporting by date set

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select A. Inventory

4. Select A. Parts Grouped by Line (Onhand-Order-Sold Quantities)

5. Select A. By Line

6. Enter a Linecode and select Ok

7. Select D. Description

8. Enter a Description and select Ok

9. Select G. Report for Items Sold/Sales

10. Enter Quantities needed and select Ok

11. Select O. Other Options

12. Select M. Report by Sold Date

13. Enter date range and select Ok

14. Select P. Preview

    1. Verify the proper parts are shown for the date range entered

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Deposits can be applied to Closed Orders

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select F11-View Open/Closed

4. Select a Closed Order 

5. Select F6-Options

6. Select Deposit Utility

7. Select A-Create Deposit

8. Message Displays - Cannot create a deposit on a closed order

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

N/A

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

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