Bug 17891 - Quickbooks/Invoices: When restoring Invoice history, if a Tax area is found that was not yet synced to QB, the Invoice will show as failed until the Tax area is synced

 

 

APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application

 

PROBLEM SUMMARY:  When restoring Invoice history, if a Tax area is found that was not yet synced to QB, the Invoice will show as failed until the Tax area is synced

 

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

N/A

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

1. Access PTM Vision

2. Select O. Open Orders

3. Select the Work Orders tab

4. Select F2. New Order

5. Select a Customer that has a tax area that has never been sent to Quickbooks

6. In the Input field, enter an Inventory item with quantity in stock

7. Select Alt+F7. Print Bill and Close

8. Access the Quickbooks Desktop Application

9. Access the Items list

   1. Verify the Tax area has been synced successfully

10. Access the Customer list and locate the Customer that was used to create the Order in Vision

    1. Verify the Invoice and Payment have both been synced successfully

 

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

• Quickbooks Desktop Application Integration: Please Contact Pluss Software Sales Department for More Information

 

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

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

 

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Bug 18813 - Quickbooks: Need to restrict access to the Bills tab when using Periodic Inventory Setup

 

 

APPLICATION: Quickbooks Desktop Integration Overview Application

 

PROBLEM SUMMARY:  Need to restrict access to the Bills tab when using Periodic Inventory Setup

 

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

***Testing is only required if using the Quickbooks Desktop Application Integration with PTM Vision; Otherwise, no testing is required***

 

***If using Quickbooks Integration, testing is required only if using the Periodic Inventory Setup; Otherwise, no testing is required***

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

1. Access the Quickbooks Desktop Integration Overview Application

2. Select the Bills menu item on the left of the application

   1. Verify a dialog is shown that states "This feature is only available if the system is setup for Perpetual Inventory"

3. Select the Bills tab at the bottom of the application main window

   1. Verify a dialog is shown that states "This feature is only available if the system is setup for Perpetual Inventory"

   2. Verify the Load Data, Resend Bill, Restore History, Delete Record, and Delete All buttons are disabled

 

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

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

 

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

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