APPLICATION: Mobile Service Application

PROBLEM SUMMARY:  Make part/service selection dynamic with user selection

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

N/A

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

1. Access the Mobile Service Application 

2. Login

3. Select the (+) to create a new ticket

4. Enter a Description 

5. Select a Customer, Service Location, and Unit from the dropdowns next to each field.  Select the Save icon

6. Scroll to the bottom and select the (+) icon next to Services / Parts 

7. The radio button defaults to Service.  Select the dropdown arrow to add service/labor.  Select the Save icon

8. Select the Parts radio button.  Select the dropdown to add Parts.  Select the Save icon

9. Select the Convert to Work Order button

10. Once converted to a Work Order, select the (+) icon next to Services / Parts 

11. The radio button defaults to Service.  Select the dropdown arrow to add service/labor.  Select the Save icon

12. Select the Parts radio button.  Select the dropdown to add Parts or add a Non-Stock Part number, and the quantity.  

13. If  Non-Stock Part, scroll down and select the Vendor Invoice section

14. Enter the Invoice #, Enter or choose a vendor from the dropdown, Quantity, Cost each, and a Description.  Select the Save icon

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=24_5_converting_a_ticket_to_a_workorder

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  PlussPay - Credit Card Transaction ID's are saving incorrectly preventing refunds

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Enter an Account Number

4. Enter Parts & Labor in the I-Input field

5. Select Alt F7-Print Bill/Close

6. Select C-Pay by Credit Card

7. Process the Credit Card.  Transaction successful

8. In the Open Orders screen, select F10-Search History

9. Select the dropdown arrow next to Search by Customer Name

10. Enter the Account number or Name in the Search field.  Select OK

11. Highlight an order and select F9-Return

12. Select Yes to build a return order

13. The RID displayed on the order is not valid and cannot be refunded

<<------------*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_refund