APPLICATION: PTM Vision 

PROBLEM SUMMARY:  The list price on parts cannot be lower than the selling price on orders.

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

1. Access PTM Vision

2. Select Services

3. Select Features

4. Enter 8,4 and Enter in the Search field.  Select the check box to enable the function.  Select OK to Save

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

1. Select I-Inventory

2. Retrieve a Part select F4-Edit and update the List price below the Retail price.  Select F4-Edit to save

3. Select O-Open Orders

4. Select F2-New

5. Add an Account Number

6. Enter or search for the modified part number in the I-Input field

7. Verify the Price of the part and the Terms to ensure the pricing is correct

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

N/A

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

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

APPLICATION: PTM Vision/Open Orders

PROBLEM SUMMARY:  PTM Vision/Open Orders: Closing an order that has a non-inventory labor operation with a tokenized card causes the CC Fee to go to the Parts Sales GL

<<-------------------------------------*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. Enter Customer Account information that is setup with a Tokenized card

5. In the Input field, enter a Non-Inventory labor operation

6. Select Alt +F7. Print bill and Close

7. Select C. Pay by CC

8. Select Yes to pay CC Fee

9. Select Yes to use card on file

10. Select F8. Select on CC

11. Exit Open orders

12. Select C. Customers

13. Select F8. AR

14. Select the Paid tab

15. Line up on the order that was just paid with the CC

16. Select F9. Extended

    1. Verify the CC Fee has been sent to the correct GL account

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

N/A

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

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

APPLICATION: PTM Vision

PROBLEM SUMMARY:  Pluss Pay: TID can be replaced on an archived WO when creating an ROA

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

1. Access PTM Vision

2. Select Services/Features or (U, J, Q)

3. Set System to Archive Orders on Close (10,17)

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

1. Select O-Open Orders

2. Select F8 Search to open an archived order and leave the order window open.

3. Select C-Customer

4. Select a Customer who has a balance on their account. 

5. Select F12-Credit

6. Confirm the Account and select OK

7. Enter the Amount of Credit and select OK

8. Select Y-Yes to mark a line item as *Paid*

9. Select F8-Process

10. A message of Press (Y) to Build a Credit Record for 60.00 and not the amount entered in the Amount of Credit field

11. Select Yes to Process through the merchant account

12. Processes the Credit Card with a success message.

13. The Transaction ID on the original Open Order does not change.

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

N/A

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

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