APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Pluss Pay: Add functionality to set an independent CC fee for debit cards.

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

1. PlussPay payment processing must be set up and functional.

2. Feature 1,36 “Charge The Credit Card Fees To The Customer” must be enabled.

3. Feature 5,87 “Override Credit Card Fee Percentage When Processing Debit-CC” must be enabled.

4. Optional: Use Feature 5,88 to set a separate fee for debit cards. If this is empty or 0.00, no fees will be charged when DEBIT-CC terms are in use.

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

1. Access PTM Vision. 

2. Select O-Open Orders.

3. Select an Existing Order or create a new Order with Parts and/or Labor applied.  

4. Select Alt F7-Print Bill/Close.

5. Select I-Pay amount by Debit.

6. Verify Terms are updated to Debit-CC# and that the CC-Fee field is charging the percentage assigned in Feature 5,88.

7. Select the Payment Type and processes the Card Payment.  The Debit Card will be processed without Credit Card Fees.

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

Open Orders and PlussPay

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Credit Card (AVS) Address Verification Service: Complete AVS Phase 2

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

1. Access PTM Vision 

2. Select Services in the File menu

3. Select Pluss Payments

4. Select Configure Payment Processing

5. In the AVS Decline Responses field, enter N

6. If AVS should be prompted, select the AVS Always Prompt checkbox.  Select OK to Save

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

1. Select O-Open Orders

2. Select F2-New

3. Enter an Account Number

4. Enter Parts / Labor in the I-Input section 

5. Select Alt-F7 Print Bill/Close

6. Select C-Pay by Credit Card

7. If Device entry is an option, select Card Present

8. If AVS Always Prompt is selected, enter the Billing Zip Code and confirm the Country.  Select OK

9. If the Billing Zip Code and the Entered Billing Zip Code match, the Card will be successful.

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Update gmailclient_update.prg to use split() for checking version values.

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

1. Right-click the Vision icon and select Run as Administrator.  

2. Select Service

3. Select Account

4. Select Software Utilities

5. Select Verify Libraries.  Accept any prompts that may appear.

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

1. Verify the file located at "C:/program files (x86)/pluss software llc/mail client/plussmailclient.exe" has a modify date of today.

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

N/A

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

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

APPLICATION: Pluss Portal

PROBLEM SUMMARY:  Pluss Portal/Email: Implement Sendgrid in Pluss Commerce.

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

N/A

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

1. If any of the following transactions are completed, email confirmations will be sent from the Pluss Customer Portal email address:

   1. New Registered User

   2. Parts or Labor Sale Charge to Account

   3. Parts or Labor Sale Paid by Credit Card

   4. Request for an Appointment for preventative maintenance

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_3_css_site_admin

APPLICATION: PTM Vision

PROBLEM SUMMARY:  PlussPay: ROA - Using Card on Account the Invoice# exceeds 20 characters

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

N/A

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

1. Access PTM Vision

2. To help dupe, make sure the FS "Prompt For Entry Method" feature is enabled

3. Select C-Customer

4. Select F12-Credit.  Select OK

5. Select the checkbox or F6 to pay by Credit Card

6. Select Yes to Use Card on Account

7. Highlight a stored Credit Card and select F8-Select or hit Enter

8. Enter an Amount of Credit and select OK

9. When prompted for an entry method click X or use Escape

10. The 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=crediting_customers

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  When closing an order that has back ordered parts with a core charges, the qty/cost is changing to incorrect amounts

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Sales order tab

4. Select F2. New

5. Enter Customer account information

6. In the Input field, enter an Inventory item with a core charge

7. Order a qty of 1 and backorder a qty of 3

8. Enter 0 for core returns

9. Select Alt+F7. Print bill and close

   1. Verify the Core quantity does not change when the order is closed

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

N/A

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

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

APPLICATION: Pluss Commerce

PROBLEM SUMMARY:  Issue with plusscommerce thinking it is hosted in office instead on azure causing issues with document/image uploading

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

N/A

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

1. Access plusscommerce.com

2. Login to a Customer account

3. Select the Invoices tab

4. Select the View PDF copy button

   1. Verify the documents load properly

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_0_pluss_commerce 

APPLICATION: PTM Vision/Reports

PROBLEM SUMMARY:  ROL Sales by Sales Person reporting different values when going from All to Main

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

N/A

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

1. Access PTM Vision

2. Select R. Reporting

3. Select O. Sales Journal Report

4. Select L. Transaction Activity Detail

5. Change the Report to Sales by Sales Person

6. Enter a Date Range

7. Branch set to ALL

8. Take note of how many total invoices

9. Select the Main from the Branch dropdown and change to Main

10. Refresh the report

    1. Verify the Total Invoices number only changes if any Branch orders exist

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

N/A

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

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