APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  Work order history report not returning data unless a customer is entered

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select F7. Print/I. Work Order History

4. Remove the customer and select Ok

   1. Verify results are correctly returned

<<------------*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:  PlussPay: Signature Request requires a "Text" field not to be Null containing the CC Terms

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

N/A

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

1. Access PTM Vision

2. Select Services/Pluss Payments/Configure Settings.  Select the Signature check box, the Print Separate Receipt check box, and the Always Print Receipt check box.  Select OK to save

3. Enable Feature 12,13 in Vision

4. Select O-Open Orders

5. Select F2-New

6. Enter an Account Number where the Account has a Credit Card Token applied in Dev

7. Set Terms to Cash

8. Add parts and Labor to the I-Input Box

9. Select Alt F7-Print Bill/Print

10. Select Yes to use a Tokened Credit Card

11. Process the Credit Card - Success

12. Select Yes for Customer Signature, Sign, select OK, and Signature saved

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

N/A

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

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

APPLICATION: PTM Vision/User Profiles

PROBLEM SUMMARY:  Illegal characters in Usernames causing issues

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

N/A

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

1. Access PTM Vision

2. Select U. Utilities/J. System Setup/B. Enter Sales Personnel & Techs & Users

3. Select the Esc button twice

4. In the Username column, enter a Username that contains an illegal character

   1. Verify the Username is corrected and the illegal character is removed

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

N/A

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

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

APPLICATION: PTM Vision/Features

PROBLEM SUMMARY:  The QCASHFOOT feature should be pointing to QCASHFOOT1

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

N/A

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

Access PTM Vision

Select Services/Features

In the Search field, enter QCASHFOOT - Verify the feature variable is set to QCASHFOOT1

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

• QCASHFOOT1: Invoice Footer for Cash Sales

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_1_setup 

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay: Payments fail if Level 3 is enabled and an order with a single drop shipped item is closed and paid via card

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

1. Access PTM Vision

2. Select Services, Pluss Payments, Configure Payment Processing

3. Ensure Level 3 is enabled in Pluss Pay options.

4. Select Services, Features, and enter 5,63 in the search box and select Enter

5. Disable Feature 5,63 for Drop Ship message.  Select OK to save.

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

1. Select O-Open Orders and the Sales Orders Tab

2. Select F2-New

3. Add a part in the I-Input field.  Select a part with zero or negative quantity

4. Select Alt F7-Print Bill/Close

5. Answer "Yes" to "Drop Ship" prompt

6. Answer "Yes" to "Bill Backorders" prompt

7. Print and Close the Invoice

8. Pay with a tokenized credit card on file. 

9. Credit Card 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=credit_card_pluss_payment_help_videos