RELEASE DETAILS: 

PRODUCT BACKLOG ITEM 14480: QBDI: Add ability to prevent multiple copies of the QBDI from opening

APPLICATION: Quickbooks Desktop Integration Overview Application

 

PROBLEM SUMMARY:  Add ability to prevent multiple copies of the QBDI from opening

 

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

N/A

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

1. Access the Quickbooks Desktop Integration Overview Application

2. Once the application is loaded, try to open the application again

   1. Verify the application is not opened again

 

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

• 5,59: Quickbooks Desktop Integration

 

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

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

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PRODUCT BACKLOG ITEM 14597: QBDI:  Sublet items should be created in Quickbooks as "Service" instead of inventory/non inventory and should reflect cost account

APPLICATION: PTM Vision and Quickbooks Desktop Application

 

PROBLEM SUMMARY:  Sublet items should be created in Quickbooks as "Service" instead of inventory/non inventory and should reflect cost account

 

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

1. O. Open Orders (Shift + F1)

2. Select the Work Orders tab

3. Select F2. New Order

4. Enter Customer account number

5. In the Input field, enter the letter S and select the Tab key

6. Select No to the dialog message that states "This part was found in the sales history for another customer, Would you like to retrieve last pricing?"

   1. Verify the Sublet Item Entry window is shown

   2. Verify the Sublet No has been populated as SUBLET ITEM 1

7. Enter in a Desc, Qty, and Cost

8. Select Ok to add the Sublet item to the order

9. Select Yes to the dialog message "You are selling a non stocking part, do you want to backorder this item now?

10. Set a supplier, but do not add/edit a Core charge

11. Select No to the dialog message "Would you like a drop ship message?"

12. Select F11 PO

13. O to order the part

14. R to receive the part

15. F8 to process the PO

16. Say No to the dialog message "Do you want to scan/acquire invoice now?"

17. Select No to the dialog message "Print received items?"

18. In the Payables input popup, enter the Invoice number and select Ok to continue

19. Return to the Work Order

20. Alt+F7. Print/Bill/Close

21. Exit PTM Vision

 

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

1. Access Quickbooks Desktop Application

2. Open Quickbooks Inventory

   1. Verify the SUBLET ITEM has been added as a Service Charge and not an Inventory item

   2. Verify the Sublet Item is being driven to the Correct Cost and Revenue accounts

 

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

• 5,59: Quickbooks Desktop Integration

 

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

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

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PRODUCT BACKLOG ITEM 14598: QBDI:  FRT LINE ITEMS  should be created in Quickbooks as "Other" item types instead of non inventory

APPLICATION: PTM Vision and Quickbooks Desktop Application

 

PROBLEM SUMMARY:  FRT LINE ITEMS  should be created in quickbooks as "Other" item types instead of non inventory

 

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

1. Access PTM Vision

2. Select I. Inventory

3. Select F10. Search

4. Locate an FRT item

5. Select F4. Edit twice to trigger a sync of the Inventory item

6. Exit PTM Vision

 

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

1. Access the Quickbooks Desktop Application

2. Open Quickbooks Inventory

   1. Verify the FRT item has been set as an Other charge in Quickbooks

   2. Verify the FRT item has been set to the correct Freight Revenue and Cost GL accounts

 

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

• 5,59: Quickbooks Desktop Integration

 

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

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

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PRODUCT BACKLOG ITEM 14351: QBDI: Confirmation dialogue on important data tools

APPLICATION: Quickbooks Desktop Integration Overview Application

 

PROBLEM SUMMARY:  Added Confirmation dialog messaging to important Data tools to prevent accidental usage

 

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

N/A

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

1. Access the Quickbooks Desktop Integration Overview Application

2. The following areas should prompt to confirm action in order to prevent accidental usage:

   1. Accounts page

      1. Autolink

      2. Remove link

   2. All pages

      1. Delete item

      2. Delete all

   3. Home page:

      1. Load of each data

      2. Reset data

      3. Build structures

 

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

• 5,59: Quickbooks Desktop Integration

 

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

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

----------------

PRODUCT BACKLOG ITEM 14747: QBDI: Option to include name in Bill to address when customers are synced from Vision to Quickbooks

APPLICATION: PTM Vision and Quickbooks Desktop Application

 

PROBLEM SUMMARY:  Option to include name in Bill to address when customers are synced from Vision to Quickbooks

 

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

N/A

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

1. Access the Quickbooks Desktop Integration Overview Application

2. Select the Setup tab

3. Check the box for 'Include Customer Name in Address'

4. Select the Save button

5. Sync Customers

   1. If Customers are already existing in QB, on the Home tab, select the Load button for Customers to Restore the Customer data, pulling in the Name to the Address field

6. Access the Quickbooks Desktop Application

7. Select Customers

   1. Verify the Customer name is now shown as the first line on the Bill-To address for the selected Customer

 

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

• 5,59: Quickbooks Desktop Integration

 

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

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