APPLICATION: PTM Vision/Inventory and Quickbooks Desktop Integration

PROBLEM SUMMARY:  QBDI : Error during "load inventory" "Adjustment number checking for duplicate"

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

**Must have access to the Quickbooks Desktop Integration middleware software**

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

1. Access PTM Vision

2. Select I. Inventory

3. F2. New

4. Enter in a Part number, Desc, Qty, Min/Max, Weight, Vendor Code, GL#, ax, and Cost

5. F4. Edit to save the part

6. Access the Quickbooks Desktop Integration middleware software

7. Do not turn on any syncing functionality

8. On the Home tab, select the Load button next to Inventory

   1. Verify no error occurs and the Inventory is successfully restored

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

• 5,59: Quickbooks Desktop Integration

• 5,60: Quickbooks Desktop: Default GL for Inventory Adjustments

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

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

APPLICATION: PTM Vision/Purchase Orders

PROBLEM SUMMARY:  With quickbooks desktop features enabled, when a PO is received it causes a significant delay

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

N/A

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

1. Access PTM Vision

2. Select P. Purchase Orders

3. Locate a Purchase order and select O to order

4. Select R to receive

5. Select F8. Process

6. If prompted, enter a Reference number for the Payable and select Ok to continue

   1. Verify no delay occurs while the PO is being processed

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

• 5,59: Quickbooks Desktop Integration

• 5,60: Quickbooks Desktop: Default GL for Inventory Adjustments

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

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

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