APPLICATION: PTM Vision/Inventory

PROBLEM SUMMARY:  Update part history following line code change during  menu options line code change option

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

N/A

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F6. Options

4. Select M. Menu Options

5. Select I. Change Line code from XXX to ZZZ

6. Enter the Line code change information and select Ok

7. Locate an item with Sales History and select the Qty button

   1. Verify the Sales History has been transferred to the new part

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Plusspay refund error

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select F2-New

4. Add an Account Number

5. Verify the Terms are Cash

6. Add Parts and Labor to the I-Input section

7. Select Alt F7-Print Bill/Close

8. Select C-Pay by Credit Card

9. Select Yes to the Credit Card fee.  Successful Credit Card transaction message displays

10. Select F10-Search History 

11. Select the down arrow next to Search by Customer Name

12. Enter the Account Number or Customer Name.  Select Done and Select OK

13. Highlight the order to Refund and select F9-Refund and Yes to build a return order

14. Select Alt F7-Print Bill/Close

15. Select C-Pay by Credit Card

16. A successful refund message will display

<<------------*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_on_whole_sale

APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Orders: Changing the customer on an order does not clear existing TID/RID values

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

N/A

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

1. Access PTM Vision 

2. Select O-Open Orders

3. Select F2-New

4. Add an Account Number

5. Verify the Terms are Cash

6. Add Parts and Labor to the I-Input section

7. Select Alt-F7

8. Select C-Pay by Credit Card

9. Select Yes to the Credit Card fee.  Successful Credit Card transaction message displays

10. Select F8-WO# and enter the Order Number.  Select OK

11. The closed order will display.  Select O-Options and R-Mark as Open

12. Select F8-Amend and change the Account Number.  Select Yes to change from one Customer to another

13. Select Yes to A Customer change occurred, would you like to Reprice all items?

14. Select Yes to Reprice Labor as well

15. At this point, the Transaction ID or Refund ID will be removed from the Order

<<------------*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_with_xcharge