Summary release notes for 2.1.1108
released on 7/11/2019
Product Backlog Item 15247: Product Backlog Item 15247 - QBDI : Need ability to control whether taxes are handled as line items or totals in Quickbooks
Detailed release notes for 2.1.1108
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DESCRIPTION:
Product Backlog Item 15247 - QBDI : Need ability to control whether taxes are handled as line items or totals in Quickbooks
APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application
PROBLEM SUMMARY: Need ability to control whether taxes are handled as line items or totals in Quickbooks
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Testing only required if using the Quickbooks Desktop Integration; Otherwise, no testing is required***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access the Quickbooks Desktop Integration Overview Application
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Select the Setup tab
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Locate the Taxes section
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Verify a selection is available that allows the user the ability to either:
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Show Taxes as line items on the Invoice
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Show Taxes in the Tax amount field on the Invoice and NOT as individual line items on the Invoice
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***Show Taxes as line items on the Invoice***
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Access the QBDI and set the Show Taxes as Line items to active
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Select the Save button
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Verify the Configuration Saved dialog is shown
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Select Ok to continue
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Access PTM Vision
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Select O. Open Orders (Shift + F1)
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Select F2. New Order
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Enter Customer account number
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- Note: Customer must be Taxable and Tax area/Percent setup in the Customer file
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In the Input field, enter a Taxable part number
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Verify a tax value is assigned to the order
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Select Alt+F7. Print/Bill/Close
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Select Yes to the dialog that states “Are you sure you want to Print and Bill this Order?”
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Access the Quickbooks Desktop Application
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Open the Customer file
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Locate the Customer the INvoice for which the invoice was created
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Verify the Tax is shown as a Line item on the Invoice
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Verify the Tax percentage/Tax area are shown on the Invoice
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Verify there is NO value in the Tax amount field on the Invoice
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***DO NOT Show Taxes as line items on the Invoice***
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Access the QBDI and set the Show Taxes as Line items to inactive
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Select the Save button
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Verify the Configuration Saved dialog is shown
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Select Ok to continue
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Access PTM Vision
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Select O. Open Orders (Shift + F1)
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Select F2. New Order
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Enter Customer account number
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Note: Customer must be Taxable and Tax area/Percent setup in the Customer file
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In the Input field, enter a Taxable part number
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Verify a tax value is assigned to the order
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Select Alt+F7. Print/Bill/Close
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Select Yes to the dialog message that states Are you sure you want to Print and Bill this Order?
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Access the Quickbooks Desktop Application
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Open the Customer file
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Locate the Customer the INvoice for which the invoice was created
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Verify the Tax is NOT shown as a Line item on the Invoice
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Verify the Tax percentage/Tax area are shown on the Invoice
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Verify there is a value in the Tax amount field on the Invoice that matches the Tax value on the Order in Vision
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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5, 59: Quickbooks Desktop Integration
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5, 60: Default GL For Inventory Adjustments
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>