APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Accounts Receivable: When processing ROA payments sometimes the customer information on the printed receipt is incorrect.

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

N/A 

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

1. Access PTM Vision

2. Select C-Customers

3. Find a customer with a tokenized credit card or add one

4. Select F8-AR

5. Select F12-ROA

6. Select F6-CCard

7. Enter any positive amount.  Select OK

8. Select Yes - Use card on account

9. Select any card on acccount.  Select OK to Close the Payment Information window

10. Select Y to Mark at least one AR entry for payment

11. Select O-Open the Open Orders grid

12. Select an open order that is for a customer other than the one you're creating this ROA for.

13. Select OK - Close the Open Orders grid

14. Select F8 - Process

15. Select Yes - Process credit through merchant now.

16. Print the receipt and note that the customer displayed is correct.

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

N/A 

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

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