APPLICATION: PTM Vision/Remote Branching

PROBLEM SUMMARY:  Add feature to allow customer notes to be overwritten when processing incoming transactions

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

• Add SYNCCUSTNOTES.ON file to the Vision Directory

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

1. Add the SYNCCUSTNOTES.ON file to the Main locations Vision directory

2. Access PTM Vision

3. Select C. Customer File

4. Select F4. Edit

5. Enter Notes in the Notes field

6. Select F4. Edit

7. Select Services/Plussnet Options/Refresh Remote Branches

8. Enter a Date

9. Select the Customer checkbox

10. Select Ok to sync

11. Access he Branch the updates were sent to

12. Select C. Customer file

13. Locate the updated Customer

    1. Verify the Customer Notes have been updated

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

N/A

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

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

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Wisetack: Approved Status Allows Customers to Finalize Orders Without Approval, Resulting in Unpaid Transactions

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select an order where the Total is greater than $500

4. Select Alt F7-Print Bill/Close

5. Select H-Wisetack Financing

6. Enter a mobile phone number to receive Text messages.  Select OK

7. Complete the Wisetack Loan Application 

8. Once the Terms are accepted and verified, in Vision select the Check Status button.  

9. A response will now display Approved - Released.

10. The Order can now be printed and Closed

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

N/A

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=21_9_4_customer_application_with_wisetack_financing

APPLICATION: PTM Vision/Customer File

PROBLEM SUMMARY:  Service file updates are not generated in many cases after edits are made to customer records

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

N/A

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

1. Access PTM Vision

2. Select C. Customer File

3. Select F4. Edit on a Customer that exist both at the Main Branch and another Branch

4. Select F9. More

5. Edit one of the following fields:

   1. Commission Salesperson Name

   2. Fax/Email/Print Orders

   3. Fax/Email/Print Statements

   4. Email Address

   5. Notation

6. Do not select F4. Edit and instead select one of the following options to close the edited window

   1. Esc Key

   2. Ok Button

   3. Ctrl+Esc Key

   4. X in Upper Right Corner

7. Access the Branch

8. Select C. Customer File

9. Select F9. More on the updated Customer

   1. Verify any of the updated fields have been properly updated in the Branch

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

• Plussnet Services: Please Contact Pluss Software for More Information

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

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=22_2_rest_service