Method Community

... or any other transaction table (Sales Order, Purchase Order, Invoice)

If I do this as a result of an action (say, emulating the Duplicate feature found in Quickbooks for a given transaction), and I have Method set to assign the Refnum numbers for these transactions when passing to QB, does Method still assign the Refnum?

What would be the best way of going about grabbing the RecordID for the new transaction so that I can go to its corresponding screen?

Thanks,

-S

Hello sbradley,
       On the Save for an Estimate, there is a Retrieve Value from Table for the RefNumber.  I believe this is due to Method getting back information from QuickBooks.  If you are doing your own custom save, you can try the same action.  See the Quickbooks_Estimate screen and the actions for the Save button.
      To find the RecordID for the new record, which I am assuming you can't see because you put it in the table but don't have the information displayed, you can make a flag field.  This flag field would contain something unique that the new record has.  Say the RecordID of the record is was copied from.  The trick would be to deal with multiple duplications.  You may be able to use the 'Assign value to shared result' (or it's Action Result equivalent) to help out as a temporary flag field.
       Let's do a duplicate feature.   You have your insert into table actions and your save action.  The inserted record has a flag, which you find with a 'Retrieve Value From Table' into an Action Result.  The Action Result goes into a field that is a link to the duplicated record.
     I hope this gives you some ideas on your customization project.