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Summary release notes for 2.2.274
released on 5/2/2024 8
Product Backlog Item 24731: Product Backlog Item 247310 - PTM Vision/ Purchase orders and QBDI: Discount amount is not applied to the Bill sent to QuickBooks
Bug 27314: PTM Vision/QBDI: Issue with CC refunds going to Bank account instead of Undeposited funds
Bug 27343: Bug 27343 - PTM Vision/QBDI: When the setting to "Show Tax as Line Items on Invoice" is off, exempt customers inventory items get set to Tax causing reporting issues in QB
Bug 27777: Bug 27777 - PTM Vision/QBDI: Duplicate invoice records can be created if the Memo field is modified in QBD, and then the record is resynchronized
Bug 27804: PTM Vision/Open Orders: Core returns duplicating in Purchase orders (Feature 10,27 OFF)
Detailed release notes for 2.2.274
_______________________________________________________________
DESCRIPTION:
Product Backlog Item 247310 - PTM Vision/ Purchase orders and QBDI: Discount amount is not applied to the Bill sent to QuickBooks
APPLICATION: PTM Vision/ Purchase orders and QBDI
PROBLEM SUMMARY: Discount amount is not applied to the Bill sent to QuickBooks
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
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Access PTM Vision
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Select P. Purchase Orders
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Select F2. New
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Enter an Inventory part and qty
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Select Ok to create PO
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Select O to order
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Select R to receive
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Select F8. Process
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Select A. Apply to payables
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Enter an Invoice number and a Discount amount
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Select Ok to continue
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Access QuickBooks and open the Vendor that the Bill was sent to
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Verify the Discount has been applied to the Bill
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
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Quickbooks Desktop Application
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
PTM Vision/QBDI: Issue with CC refunds going to Bank account instead of Undeposited funds
No Release Notes
DESCRIPTION:
Bug 27343 - PTM Vision/QBDI: When the setting to "Show Tax as Line Items on Invoice" is off, exempt customers inventory items get set to Tax causing reporting issues in QB
APPLICATION: PTM Vision/QBDI
PROBLEM SUMMARY: When the setting to "Show Tax as Line Items on Invoice" is off, exempt customers inventory items get set to Tax causing reporting issues in QB
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
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Select O. Open Orders
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Select F2. New
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Enter a Tax Exempt customer
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In the Input field, enter a few taxable labor and inventory items
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Select Alt+F7. Print bill and Close
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Access the middleware
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Select the Setup tab
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Verify the "Show Tax as Line Items on Invoice" is OFF
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Turn on the middleware and open QB
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Open the Invoice
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Verify that the items are set to Tax and should be Non tax; if the "Show Tax as Line Items" if ON, this works as expected
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
Bug 27777 - PTM Vision/QBDI: Duplicate invoice records can be created if the Memo field is modified in QBD, and then the record is resynchronized
APPLICATION: PTM Vision and QuickBooks
PROBLEM SUMMARY: Duplicate invoice records can be created if the Memo field is modified in QBD, and then the record is resynchronized
<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>
N/A
<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>
-
Access PTM Vision
-
Select O. Open Orders
-
Select F2. New
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Enter Customer account information
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Add some Labor/Parts to the order
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Select Alt+F7. Print Bill and Close
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Access QuickBooks
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Locate the invoice that was sent
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Change the Memo field and save
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Access the Middleware
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Locate the invoice and select Resend
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Access Quickbooks
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Verify the Invoice has not been duplicated
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<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>
-
Quickbooks Desktop Integration
<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>
DESCRIPTION:
PTM Vision/Open Orders: Core returns duplicating in Purchase orders (Feature 10,27 OFF)
No Release Notes
