428
Summary release notes for 2.2.5
released on 2/5/2020 6
Bug 18929: Bug 18904 - Quickbooks: When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync
Bug 18930: Bug 18930 - Quickbooks: Need to handle the "IsTaxable" error that keeps occurring in the QB Log
Bug 19028: Bug 18954 - Quickbooks: Adjustments failing when linked account name is too long
Product Backlog Item 18963: Quickbooks: Need to handle the "IsTaxable" error that keeps occurring in the QB Log
DESCRIPTION:
Bug 18904 - Quickbooks: When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync
APPLICATION: Quickbooks Desktop Integration and PTM Vision/Open Orders and Inventory
PROBLEM SUMMARY: When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Access the Quickbooks Desktop Application
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Open a Company file
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Select Chart of Accounts
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Create a Current Assets General Ledger account
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i.e. GL#1001 CURRENT ASSET ACCOUNTS
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Right-Click on an Other Current Asset account and select Edit
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Select the Sub Account Checkbox
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Select the Current assets GL created in step 4
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Select Ok to save change
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select O. Open Orders
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Select the Work Orders ttab
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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 an Inventory part with quantity in stock
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Select Alt+F7. Print Bill and Close
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Access the Quickbooks Desktop Application
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Open the Customer file
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Verify the Invoice and Payment are sent without error
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration: Please contact Pluss Sales Department for More Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 18954 - Quickbooks: Adjustments failing when linked account name is too long
APPLICATION: Quickbooks Desktop Integration and PTM Vision/Open Orders and Inventory
PROBLEM SUMMARY: When accounts are set as Sub Accounts in Quickbooks, we have a size limit on the Account names, which makes the Inventory item fail to sync
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
-
Access the Quickbooks Desktop Application
-
Open a Company file
-
Select Chart of Accounts
-
Create a Current Assets General Ledger account
-
i.e. GL#1001 CURRENT ASSET ACCOUNTS
-
-
Right-Click on an Other Current Asset account and select Edit
-
Select the Sub Account Checkbox
-
Select the Current assets GL created in step 4
-
Select Ok to save change
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select the Work Orders ttab
-
Select F2. New Order
-
Enter Customer account number
-
In the Input field, enter an Inventory part with quantity in stock
-
Select Alt+F7. Print Bill and Close
-
Access the Quickbooks Desktop Application
-
Open the Customer file
-
Verify the Invoice/Payment/Inventory item/Adjustments are all sent without error
-
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration: Please contact Pluss Sales Department for More Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
Bug 18930 - Quickbooks: Need to handle the "IsTaxable" error that keeps occurring in the QB Log
APPLICATION: Quickbooks Desktop Integration
PROBLEM SUMMARY: Need to handle the "IsTaxable" error that keeps occurring in the QB Log
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
***No Testing is required as no changes to functionality have been made***
<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration: Please COntact Pluss Sales Department for more Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
Product Backlog Item 18963 - QBDI : Prevent customers from being added to vision from Quickbooks
APPLICATION: Quickbooks Desktop Integration Overview Application, Quickbooks Desktop, and PTM Vision
PROBLEM SUMMARY: Prevent customers from being added to vision from Quickbooks
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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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 Customer Section
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Verify an option has been added to Sync Only Vision Customers
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Check in the 'Sync Only Vision Customers'
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Select Save
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Select Ok to the Configuration Saved dialog
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Access the Quickbooks Desktop Application
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Select the Customer file
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Select Add new Customer
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Enter Customer Account information
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Select Ok to save
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select C. Customer File
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Select F10. Search
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Enter Customer name entered in Quickbooks
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Verify the Customer has not been added to Vision
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration: Please contact Pluss Sales Department for more Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
