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05/16/2025 - Release Notes 2.2.308

APPLICATION:  PTM Vision  

  

PROBLEM SUMMARY:   F8 Source from ACTREC is unusable 

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

N/A 

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

  1. Access PTM Vision  

  1. Select C-Customer 

  1. Select F10-Search and enter a Customer Name or Account Number.  Select Done 

  1. Select F8-AR 

  1. Enter a Note in the memo field 

  1. Enter the amount of Credit.   

  1. Select Y to attach to a Work Order 

  1. Select F8-Process.   

  1. If any other screens are attempted to be opened a message to close the payment first. 

<<------------*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 

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