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- Bug 19874 - Open Orders: When a LAB item is added to an Invoice but no hours are applied, QB is not pulling it in at $0, but instead applying the LAB rate to the line
APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Application
PROBLEM SUMMARY: When a LAB item is added to an Invoice but no hours are applied, QB is not pulling it in at $0, but instead applying the LAB rate to the line
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Testing Required only if using the Quickbooks Desktop Application; Otherwise, no testing is required***
<<--------------------*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 theWork 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 Labor Operation assigned 0 hours
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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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Exit PTM Vision
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Open the Quickbooks Desktop Integration Overview Application
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Open the Quickbooks Desktop Application
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Open the Customer list and select the Customer used to create the order in Vision
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Verify the Invoice has been created with a labor operation that has 0 quantity and $0 cost/price
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Application Integration: Please Contact Pluss Software Sales Department for more Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
- Bug 19876 - Quickbooks: When using Sublet accounts, PTM Vision was adding as a Service Charge instead of an Other Charge
APPLICATION: PTM Vision and Quickbooks Desktop Application Integration
PROBLEM SUMMARY: When using Sublet accounts, PTM Vision was adding as a Service Charge instead of an Other Charge
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
**Verify Sublet Account in PTM Vision is correctly setup; Please Contact Pluss Software Support for Assistance***
<<--------------------*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 F2. New Order
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Enter Customer account number
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In the Input field, enter the letter S and press enter
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If prompted that item exists in Part history, select No to continue
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Enter Sublet item qty, Cost, etc and select Ok to add item
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If prompted, select No to back order
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Select Alt+F7. Print Bill and Close
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Access Quickbooks Desktop
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Open the Items List/Inventory
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Verify the Item has been set as an "Other Charge" and the GL accounts are correctly assigned
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Application Integration: Please Contact Pluss Software for More Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
- Bug 19888 - Invoices (Quickbooks): When an invoice is sent over with no part records, the Invoice needs to fail and alert the user of the issue
APPLICATION: PTM Vision/Open Orders and Quickbooks Desktop Integration
PROBLEM SUMMARY: When an invoice is sent over with no part records, we need to fail the record and alert the user of the issue
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***Note: Testing required only if using the Quickbooks Desktop Integration with PTM Vision; Otherwise, no testing is required***
<<--------------------*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 F2. New Order
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Enter Customer account number
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In the Input field, enter a couple parts/labor
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Select Alt+F7. Print Bill and Close
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Open the Quickbooks Desktop Application
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Open the Quickbooks Desktop Integration Overview Application
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Select Start on the QBDI middleware
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Verify all invoices are processed successfully
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Verify if any Order create from PTM Vision was created unsuccessfully and without Line Items, the QBDI displays a FailNote to warn the the Invoice contains No Line Items
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Note: In order to fix the Invoice and allow it to sync to Quickbooks, restore the Invoice History for the day the Invoice was sent to Quickbooks
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Integration: Please Contact Pluss Software Sales Department for More Information
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
