APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop

PROBLEM SUMMARY:  With remove linecodes feature, parts with line codes used as fees can be excluded improperly

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

***Must have the ‘Remove Line Code” feature selected in the QBDI Overview on the Setup tab for testing; If not using this feature, no testing is required***

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

1. Access PTM Vision

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

3. Enter Customer account number

4. In the Input field, enter a Linepart number with a Line code that has been used as a Fee

   1. Note: This is a very specific instance, and an Inventory item must but setup with a Fee that is also an Inventory item.

5. Select Alt+F7. Print Bill and Close

6. Exit PTM Vision

7. Access the Quickbooks Desktop Application

8. Select the Items List (Inventory)

   1. Verify the Inventory item was added to Quickbooks without the Line code

9. Select the Customer file

10. Locate and open the Invoice sent from PTM Vision

    1. Verify the Invoice has the correct items listed without Line codes on the Inventory item

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

• Quickbooks Desktop Integration: Please Contact Pluss Sales Department for more Information

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

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

Bug 13818 - QBDI: Remove Linecode Feature: When the Remove line code feature is active and an invoice is added to QB, an error occurs