You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
07/12/2019 - Release version 2.1.1108
print icon

 

 

 

Summary release notes for 2.1.1108

released on 7/11/2019

Click to scroll down

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

 _______________________________________________________________

Return to list

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*----------------------->>

  1. Access the Quickbooks Desktop Integration Overview Application

  2. Select the Setup tab

  3. Locate the Taxes section

    1. Verify a selection is available that allows the user the ability to either:

      1. Show Taxes as line items on the Invoice

      2. Show Taxes in the Tax amount field on the Invoice and NOT as individual line items on the Invoice

***Show Taxes as line items on the Invoice***

  1. Access the QBDI and set the Show Taxes as Line items to active

  2. Select the Save button

    1. Verify the Configuration Saved dialog is shown

  3. Select Ok to continue

  4. Access PTM Vision

  5. Select O. Open Orders (Shift + F1)

  6. Select F2. New Order

  7. Enter Customer account number

    1. - Note: Customer must be Taxable and Tax area/Percent setup in the Customer file

  8. In the Input field, enter a Taxable part number

    1. Verify a tax value is assigned to the order

  9. Select Alt+F7. Print/Bill/Close

  10. Select Yes to the dialog that states “Are you sure you want to Print and Bill this Order?”

  11. Access the Quickbooks Desktop Application

  12. Open the Customer file

  13. Locate the Customer the INvoice for which the invoice was created

    1. Verify the Tax is shown as a Line item on the Invoice

    2. Verify the Tax percentage/Tax area are shown on the Invoice

    3. Verify there is NO value in the Tax amount field on the Invoice

 

***DO NOT Show Taxes as line items on the Invoice***

  1. Access the QBDI and set the Show Taxes as Line items to inactive

  2. Select the Save button

    1. Verify the Configuration Saved dialog is shown

  3. Select Ok to continue

  4. Access PTM Vision

  5. Select O. Open Orders (Shift + F1)

  6. Select F2. New Order

  7. Enter Customer account number

    1. Note: Customer must be Taxable and Tax area/Percent setup in the Customer file

  8. In the Input field, enter a Taxable part number

    1. Verify a tax value is assigned to the order

  9. Select Alt+F7. Print/Bill/Close

  10. Select Yes to the dialog message that states Are you sure you want to Print and Bill this Order?

  11. Access the Quickbooks Desktop Application

  12. Open the Customer file

  13. Locate the Customer the INvoice for which the invoice was created

    1. Verify the Tax is NOT shown as a Line item on the Invoice

    2. Verify the Tax percentage/Tax area are shown on the Invoice

    3. Verify there is a value in the Tax amount field on the Invoice that matches the Tax value on the Order in Vision

 

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

  • 5, 59: Quickbooks Desktop Integration

  • 5, 60: Default GL For Inventory Adjustments

 

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

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


 

 

 

Click to scroll up

 

Feedback
0 out of 0 found this helpful

scroll to top icon