Summary of Items for Quickbooks Desktop Integration:

- Bug 16164 - Vendors: When a Vendor exists in both Vision and Quickbooks that are lower case, the QBDI thinks the Vendor is linked together, but when we send a Bill, an error occurs

- Product Backlog Item 16006 - QBDI : Vision Need Optional ability to send Work Order category to Quickbooks as a Line item Class

- Bug 16636 - QBDI: * NO CUSTOMER * customer always shows as needing to send in the QBDI

- Bug 16150 - QBDI Payment: When a Payment transaction is $0, we receive an error in the QBDI and the payment will not sync

- Bug 15130 - QBDI: Error occurring in the QBDI when an order is created and sent for a customer who does not exist in QB

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APPLICATION: PTM Vision/ Vendors and Quickbooks Desktop Integration

PROBLEM SUMMARY: When a Vendor exists in both Vision and Quickbooks that are lower case, the QBDI thinks the Vendor is linked together, but when we send a Bill, an error occurs

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
Access PTM Vision
Select V. Vendors
Select F2. New vendor
Enter a Vendor code in lower case
ie. lar
Enter in a Vendor name all lower case
ie. Larry's Garage
Do not add any other info, and select F4. Edit
Access the Quickbooks Desktop Application
Select Vendors
Select Add new Vendor
In the Company name, enter Larry's Garage in lower case
In the Name field, enter Larry's Garage in lower case
Do not enter any other info and select Ok to add to QB
Turn on the Quickbooks Desktop Integration Overview to start the data sync
Verify no errors occur when the Vendor sync occurs

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select P. Purchase Orders
Select F2. New PO
Enter in a Part number
Select a Quantity
Enter in the newly created Vendor
Select Ok to create the PO
Select O to order the part
Select R to receive the part
Select F8 to process the PO
Exit Purchase Order
Return to the QBDI
Verify no errors occur when the Bill is sent to Quickbooks

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=quickbooks_desktop_integration

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop/Class List

PROBLEM SUMMARY: Vision Need Optional ability to send Work Order category to Quickbooks as a Line item Class

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
Access PTM Vision
Select U. Utilities
Select J. System Setup
Select P. Setup City-State-Zipcodes/Workorder Dept.
Select B. Work Department and Status
Create Work order categories
IMPORTANT: Categories not already in Quickbooks are created when the Invoice is synced
Select Exit
Select X. Esc Exit
Select Yes to the dialog that states "Would you like to save all changes?"

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select O. Open Orders (Shift + F1)
Select F2. New Order
Select a Category from the dropdown
Enter Customer account number
In the Input field, enter a Labor operation
In the Input field, enter a Part
Select Alt+F7. Print Bill and Close
Select Yes to the dialog that states “Are you sure you want to Print and Bill this Order?”
Access the Quickbooks Desktop Application
Select List/Class
Verify the Category has been added to the Class list
Select Customers
Verify the Invoice created has each Labor Op/Part set to the correct Class

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
Quickbooks Desktop Integration: Please Contact Pluss Corporation Sales Department for more information
2,30: Prompt for Category when starting Sales orders
2,11: Prompt for Category when starting Work orders

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

APPLICATION: Quickbooks Desktop Integration Overview Application

PROBLEM SUMMARY: * NO CUSTOMER * customer always shows as needing to send in the QBDI

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access the Quickbooks Desktop Integration Overview Application
Select the Customers tab
Select the Load Data button
Verify the *NO CUSTOMER* has a checkmarks in the Vision, Quickbooks, and Linked columns
Select the Home tab
Verify Status list does not show a Customer as pending

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop

PROBLEM SUMMARY: When a Payment transaction is $0, we receive an error in the QBDI and the payment will not sync

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Testing only required if using the Quickbooks Desktop Integration; Otherwise, no testing is required***
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select O. Open Orders (Shift + F1)
Select the Work orders tab
Select F2. New Order
Enter Customer account number
Add a Non-inventory part but do NOT add a Cost to the part
If prompted to back order, select No
Select Alt+F7. Print bill and Close
Select A. Cash payment
Access Quickbooks Desktop
Verify the Payment has not been sent since it had no value
Verify the Invoice is sent

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
Quickbooks Desktop Integration: Please contact Pluss Corporation Sales Department for more information

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Integration

PROBLEM SUMMARY: Error occurring in the QBDI when an order is created and sent for a customer who does not exist in QB

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
Access PTM Vision
Select O. Open Orders (Shift + F1)
Select F2. New Order
Enter a Customer account number that does not currently exist in the Customer file
Enter Customer address information
In the Input field, enter a Part
Select Alt +F7. Print bill and Close
Verify a dialog is shown that states "This Customer does not exist in PTM Vision. The Quickbooks integration requires that you use an existing customer or the "2 - " Cash Sale Customer"
Verify the order cannot be closed without changing the customer

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
N/A