503
Summary release notes for 2.1.1146
released on 1/14/2020
Bug 18752: Bug 16730 - QB/Vision: If a Vendor is added to QB and Vision in lower case, when we send the Vendor back from QB, it is not updating, but creating a second vendor
Bug 18796: Bug 18617 - QB/Vision: When a Non-inventory part is back ordered from a Work Order, the inventory item being sent gets stuck in a loop in the QBDI
Detailed release notes for 2.1.1146
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DESCRIPTION:
Bug 16730 - QB/Vision: If a Vendor is added to QB and Vision in lower case, when we send the Vendor back from QB, it is not updating, but creating a second vendor
APPLICATION: PTM Vision/Vendor File and Quickbooks Desktop Application/Vendors
PROBLEM SUMMARY: If a Vendor is added to QB and Vision in lower case, when we send the Vendor back from QB, it is not updating, but creating a second vendor
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select V. Vendors
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Select F2. New vendor
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Enter a Vendor code in lower case and select Ok to create the Vendor file
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ex. aai
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Enter a Vendor name in all lowercase
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ex. abc trucking
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Select F4. Edit to save the new Vendor
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Access the Quickbooks Desktop Application
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Access the Vendor file
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Select Add new Vendor
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Enter the same Vendor Name as was entered in Vision
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Note: This needs to be all in lowercase as well
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Access the Quickbooks Desktop Integration Overview Application
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Start the Service
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Allow any and all items to complete syncing to/from Vision to QB
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Access PTM Vision
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Select V. Vendor file
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Enter the Vendor name in the Search
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Verify the Vendor name has been set to Uppercase
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Note: The Vendor code is not updated to Uppercase
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Exit Vision and return to Quickbooks Vendor File
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Verify the Vendor name has been set to Uppercase
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Application: Please Contact Pluss Sales Department for more Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 18617 - QB/Vision: When a Non-inventory part is back ordered from a Work Order, the inventory item being sent gets stuck in a loop in the QBDI
APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Integration
PROBLEM SUMMARY: When a Non-inventory part is back ordered from a Work Order, the inventory item being sent gets stuck in a loop in the QBDI
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select O. Open Orders
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Select the Work Orders tab
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Select F2. New Order
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Enter Customer account number
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In the Input field, enter a Non-inventory part
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Select Yes to back order the Inventory item
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Select F11. PO
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Select O to order the part
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Select R to receive the part
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Select F8 to process the PO
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Select 'Enter as Payable"
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Enter a valid Invoice Number and select Ok
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Return to the open order
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Select Alt+F7. Print Bill and Close
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Access the Quickbooks Desktop Integration Overview Application
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Select the Home tab
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Verify only 1 inventory item is set to sync
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Verify the item is only synced to Quickbooks once
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Integration: Please Contact Pluss Sales Department for more information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
