APPLICATION: PTM Vision 

 

PROBLEM SUMMARY:  PlussPay/Fleet: Add option to handle fleet card not present transactions through the terminal

 

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

Setting up the Vision Environment for specific WEX Cards

 

In this example we are going to use 7255-9 wex_testcards_test_cases

 

• You can see that this card has two data prompts, “Vehicle ID” and “Other Data”

• This card can handle only the exact prompt data of 5365 for Vehicle ID, and 63255 for Other Data.

• This card can accept only two and exactly two specific product codes:

  • 400 - General Purchase

  • 950 - Sales Tax

• This means we will have to turn off “shop supplies” and “special discounts” for the transactions we test.

• To disable shop supplies/misc fees:

  • U.utilities - J. System Setup - C. Shop rate /discount

  • Escape from the first window

  • Set this highlighted field to 0
    

  • Click OK and save all changes

• To disable all “special discounts” for a customer:

  • Go into a Customer File

  • Press F9. More

  • Change the highlighted field below to 0.00 and make sure the field to the left of it is set to ‘Y’
    

  • Click OK to save your changes

• Make sure that your environment is set to use the new Fullsteam Fleet Card reader:
  

 

Setting up parts with Commodity Codes and Fleet Product Codes

• The Fleet Card Transactions require their own codes that are similar to the Commodity Codes in level 3 data.

  • In each transaction, there is a limit of potentially 7 product lines. We have devised a way to merge product lines if it reaches the limit.

• The Fleet Product Codes can be setup in Vision along side Commodity Codes:

  • In Inventory go into the F9. More Option

  • Click the Setup Button:

• In Part 5 of the Image above, you can see the Product Fleet Code

  • This is the Product Code that will be sent over as part of the Fleet Card Transaction.

  • If you do not setup a specific Product Code for a part, it will auto default to Product code 100 - General Automotive purchase

• For this test case, you will want to set the part to use Fleet Product Code 400

 

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

Running a WEX Fleet Card Transaction 

 

• Go into Open Orders, create a new order under the customer you set up with no discounts

• Add the part you set up with a 400 Fleet Product Code
  

• Print/Bill/Close this order as a credit card transaction.

• Remember for WEX cards, you have to be very specific in what you enter for the Required Data:
  

• If it was successful you should see this:
  

 

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

N/A

 

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

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