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Bug 20370 - QBDI: When a Customer is changed in Vision, fails to update QB if user is editing the Customer record in QB
APPLICATION: PTM Vision/Customer File and Quickbooks Desktop Application/Customers
PROBLEM SUMMARY: When a Customer is changed in Vision, fails to update QB if user is editing the Customer record in QB
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
***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 C. Customer File
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Select F4. Edit
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Edit a field in the Customer file
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Select F4. Edit
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Open the Quickbooks Desktop Application
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Open the same Customer that was edited in PTM Vision
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Make a change to the Customer file
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Do NOT close the Customer file in Quickbooks
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Open the Quickbooks Integration Overview applications and select the Start button
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Verify when the middleware sends the Customer edit from Vision to Quickbooks, a message is shown that states "There was an error adding/modifying/deleting XXXXXX because it is already in use. Quickbooks error message: The list element is in use. Advise the QB user to save changes to Customer XXXXXXX and exit the Customer edit screen in Quickbooks”
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Select the Ok button on the Customer edit screen in Quickbooks
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Verify the Customer edit is now successfully sent/updated in Quickbooks
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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 20348 - PTM Vision/Customer File and Quickbooks/Invoices: When a Vision Customer has a Custom GL# associated to their account, QB does not apply it to the proper GL bucket
APPLICATION: PTM Vision/Customer File and Quickbooks/Invoices
PROBLEM SUMMARY: When a Vision Customer has a Custom GL# associated to their account, QB does not apply it to the proper GL bucket
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
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Access PTM Vision
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Select C. Customer File
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Select the F9. More button
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Select F4. Edit
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In the Accts Rec GL#., enter the GL# created above
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Select F4. Edit to save
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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 setup with the GL#
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In the Input field, enter an Inventory item and a Labor operation
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Select Alt+F7. Print Bill and Close
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access Quickbooks Desktop Integration Overview Application
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Start the QBDI Service
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Access the Quickbooks Desktop Application
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Open the Customer list and locate the Customer for whom the Invoice was created
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Open the Invoice sent to QUickbooks from PTM Vision
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Verify the Invoice has been sent to the proper General Ledger account assigned to the Invoice
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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 17537 - Quickbooks: Need to properly error/fail when an item is an inventory part in Vision and is a non inventory part already in QB and we try to sync/send
APPLICATION: PTM Vision/Inventory and Quickbooks Desktop Application Integration
PROBLEM SUMMARY: Need to properly error/fail when an item is an inventory part in Vision and is a non inventory part already in QB and we try to sync/send
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
****Testing required only if using the Quickbooks Desktop Application Integration; Otherwise, no testing is required***
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Access PTM Vision
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Verify the Quickbooks services/application is not running
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Select I. Inventory
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Select F2. New and create a new Inventory item
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Select F4. Edit to add the Inventory item
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access the Quickbooks Desktop Application
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Open the Items List
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Add the same Item to Quickbooks, but set it as a Non-Inventory item
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Select OK to add to Items list
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Access the Quickbooks Desktop Integration Overview Application
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Start the service and allow files to start syncing to Quickbooks
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Verify when the Inventory item is sent from Vision to Quickbooks and a match is found, that the item fails with a note stating "QB Item Type is Non-Inventory. Change Type to Inventory."
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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*------------------------------------->>
