Product Backlog Item 5430: Create a system for Vision to still function when the user license count is negative.
Product Backlog Item 5669: Credit Card Fee / Taxation
Bug 5763: If you change a cash customer from credit limit 0 to 1 and then print bill and close a work order for this customer the system will allow you to charge to account without a prompt saying that the customer is over credit limit
Bug 6163: Update W2's and 940's for the Year
Bug 6341: Receiving an Exclusivity error after billing an order and then changing the form in the Customer file.
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DESCRIPTION:
Create a system for Vision to still function when the user license count is negative.
No Release Notes
DESCRIPTION:
Credit Card Fee / Taxation
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: Credit card fees features are now included to control taxation:
A) A feature exists to control if the CC Fee is charged against sales+tax.
B) A feature exists to control if tax is charged on the CC Fee.
C) This information is shown on the workorder totals / breakdown.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
The following tests are centered around how Credit card fees are calculated and charged to an invoice. If not using the Credit Card Fee system, no testing is required.
Features 1,36 and 14,5 MUST be set in order for the Credit card fees to be added to an Invoice.
Additionally, features 5,45 and 5,46 need to be either active/inactive for each test.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
--Test #1: Set Features 5,45 OFF and 5,46 OFF--
The following test should result in a Invoice total that does NOT include charging the Credit Card Fee to the total amount including sales tax AND no sales tax should be charged on the Credit Card Fee itself.
Access PTM Vision.
Select O. Open orders.
Select the Workorders tab.
Enter a Customer account number.
In the Input field, enter a part number.
Select F6. Options.
Select A. Printing.
Select A. Print bill/Close to close the order.
Select C. Pay $X.XX by CC.
NOTE: Must pay by Credit card in order to see the Credit card fee.
Verify a dialog popup is shown that states “Charging this invoice to a credit card will charge an additional credit card surcharge of $XX.XX for a grand total of $XXX.XX (including tax if applicable) Do they/you want to continue?”
Select Yes to the dialog message in order to continue and charge the credit card fee.
Once the order has been closed, access the Invoice.
Verify that the Invoice total does NOT include charging the Credit Card Fee to the total amount including sales tax AND no sales tax has been charged on the Credit Card Fee itself.
--Test #2: Set Feature 5,45 ON and 5,46 OFF--
The following test should result in an Invoice total that DOES include a Credit card fee that has been charged against the total, including sales tax AND no sales tax should be charged on the Credit Card Fee itself.
Access PTM Vision.
Select O. Open orders.
Select the Workorders tab.
Enter a Customer account number.
In the Input field, enter a part number.
Select F6. Options.
Select A. Printing.
Select A. Print bill/Close to close the order.
Select C. Pay $X.XX by CC.
NOTE: Must pay by Credit card in order to see the Credit card fee.
Verify a dialog popup is shown that states “Charging this invoice to a credit card will charge an additional credit card surcharge of $XX.XX for a grand total of $XXX.XX (including tax if applicable) Do they/you want to continue?”
Select Yes to the dialog message in order to continue and charge the credit card fee.
Once the order has been closed, access the Invoice.
Verify that the Invoice total DOES include a Credit card fee that has been charged against the total, including sales tax AND no sales tax should be charged on the Credit Card Fee itself.
--Test #3: Set Feature 5,45 ON and 5,46 ON--
The following test should result in an Invoice total that DOES include a Credit card fee that has been charged against the total, including sales tax AND sales tax should be charged on the Credit Card Fee itself.
Access PTM Vision.
Select O. Open orders.
Select the Workorders tab.
Enter a Customer account number.
In the Input field, enter a part number.
Select F6. Options.
Select A. Printing.
Select A. Print bill/Close to close the order.
Select C. Pay $X.XX by CC.
NOTE: Must pay by Credit card in order to see the Credit card fee.
Verify a dialog popup is shown that states “Charging this invoice to a credit card will charge an additional credit card surcharge of $XX.XX for a grand total of $XXX.XX (including tax if applicable) Do they/you want to continue?”
Select Yes to the dialog message in order to continue and charge the credit card fee.
Once the order has been closed, access the Invoice.
Verify that the Invoice total DOES include a Credit card fee that has been charged against the total, including sales tax AND sales tax should be charged on the Credit Card Fee itself.
--Test #4: Set Feature 5,45 OFF and 5,46 ON--
The following test should result in a Invoice total that does NOT include charging the Credit Card Fee to the total amount including sales tax AND sales tax should be charged on the Credit Card Fee itself.
Access PTM Vision.
Select O. Open orders.
Select the Workorders tab.
Enter a Customer account number.
In the Input field, enter a part number.
Select F6. Options.
Select A. Printing.
Select A. Print bill/Close to close the order.
Select C. Pay $X.XX by CC.
NOTE: Must pay by Credit card in order to see the Credit card fee.
Verify a dialog popup is shown that states “Charging this invoice to a credit card will charge an additional credit card surcharge of $XX.XX for a grand total of $XXX.XX (including tax if applicable) Do they/you want to continue?”
Select Yes to the dialog message in order to continue and charge the credit card fee.
Once the order has been closed, access the Invoice.
Verify that the Invoice total does NOT include charging the Credit Card Fee to the total amount including sales tax AND sales tax has been charged on the Credit Card Fee itself.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
Credit Card Fee: Charge fee on total, including sales tax (5,45)
Charge the Credit Card Fees to the Customer on Cash-CC (1,36)
Credit Card Fee % to Automatically Charge on Credit Card Sales (14,5)
Credit Card Fee: Do Not Charge Sales Tax on Credit Card Fee (5,46)
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=11_1_10_16_6_customers
DESCRIPTION:
If you change a cash customer from credit limit 0 to 1 and then print bill and close a work order for this customer the system will allow you to charge to account without a prompt saying that the customer is over credit limit
APPLICATION: PTM Vision/Open Orders
PROBLEM SUMMARY: If a cash customer is changed from a credit limit of $0.00 to a credit limit of $1.00 and then an order is closed for the customer, the system allows the account to be charged without a prompt saying that the customer is over their credit limit.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Must have a Customer set to a $0 credit limit.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision.
Select O. Open orders.
F2. New Sales order.
Enter the customer with the $0 credit limit.
Exit the order.
Select C. Customer file.
Search for the Customer from the order.
F4. Edit and change the credit limit to $1.00.
F4. Edit to save the change.
Exit the Customer file.
Select O. Open orders.
Access the order from step 3.
Add a part, and Print/Bill/Close the order.
Select D. Charge to Account.
Verify a prompt is shown that that forces you to enter C to override the credit limit overage.
Verify you are not able to get past the prompt without entering C, or changing the payment type from Credit to Cash.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=credit_terms_and_credit_hold
DESCRIPTION:
Update W2's and 940's for the Year
APPLICATION: PTM Vision/Accounting/Payroll
PROBLEM SUMMARY: Update the W2’s and 940 Tax Forms for the year.
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**NOTE: If not using Vision Payroll, no testing is required.
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
**Testing W2’s**
Access PTM Vision.
Select A. Accounting.
Select G. Payroll System
Select C. Report Payroll
Select M. Print W2 Forms.
Enter in Last years dates and select OK.
Select an Employee and select Ok.
Select F7. Print.
Select T. Tag to select the Employee to print.
Select F7. Print.
Verify all details are shown.
Note - alignment may have to be done in order for the numbers to properly line up within the boxes.
**Testing 940’s**
Access PTM Vision.
Select A. Accounting.
Select G. Payroll System
Select C. Report Payroll
Select L. Report FUTA SUTA Exempt/Over & 940.
Enter in the reporting year, Quarter, Reporting company, and check the box in for the 940 annual.
Do not make any changes to the next popup and select Ok to continue.
Select Ok on the Amount popup.
No need to enter amounts for this test.
Select Ok on the Overpayment/Liability popup.
No need to enter amounts for this test.
Select A. Report Page 1.
Verify all details are correct including the year and the format.
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=payroll_reports
DESCRIPTION:
Receiving an Exclusivity error after billing an order and then changing the form in the Customer file.
No Release Notes