Method:Classic General Q&A

Re: Appying Discounts with Receive Payment

Rolf — Thu, 14 Feb 2013 23:12:05 GMT

Ashur,

Wow, good news and amazing response time; that was impressive, lol.

I think I'll just post a few more questions now.

Rolf

Re: Appying Discounts with Receive Payment

Method_Ashur — Thu, 14 Feb 2013 23:02:23 GMT

Glad to have helped! Yes there is a possibility of it being added soon, I've received word from the dev team that it has been recently made available in the SDK so it's just a matter of when we will be able to get to adding it on our ever expanding list of things to do. I'll update this post once I receive an update

- Ashur

Re: Appying Discounts with Receive Payment

Rolf — Thu, 14 Feb 2013 22:52:18 GMT

Ashur,

Thanks for the tip about the Send to Desktop command; it does exactly what I wanted.

Although I understand that you wouldn't be immediately implementing a discount functionallity in the stock screens, I already have what we need working, except for the class field, as indicated previously. If this field could be added to the ReceivePaymentAppliedToTxn table, then I could use it and have this function working to our satisfaction. No programming or even testing is necessary, just the addition of a linked field to the Quick Books discount class field.

Is there any possibility this could be done sometime soon?

thanks,

Rolf

Re: Appying Discounts with Receive Payment

Method_Ashur — Thu, 24 Jan 2013 15:00:36 GMT

Thanks for clarifying. I received word from our dev team that this was a limitation but has just recently been made available for third party developers, however this may take some time for us to implement the use of it within Method. Regardless, I've put in a ticket and will update this post once I receive an update.

On a side note to give you some additional info, you can also use the Send to Desktop action instead of the Save All Sections action if you just want to sync specific record updates to QuickBooks.

- Ashur

Re: Appying Discounts with Receive Payment

Rolf — Wed, 23 Jan 2013 23:38:34 GMT

Ashur,

I think you basically understand what I'm trying to do, but I don't think your suggested approach will work. In order to update this 'Discount Class' field in Quickbooks ( which is found on the Receive payments window on the sub-window for Discounts and Credits) it is necessary to have a linked field in the Method database. That can only be added by your desigers. I would expect to see this field on the ReceivePaymentAppliedToTxn table, just as it now contains the Discount Amount and Discount Account fields which link directly to those fields on the Quickbooks Receive Payment Discount sub-window

hopefully that clears up my issue,

thanks,

Rolf

Re: Appying Discounts with Receive Payment

Method_Ashur — Wed, 23 Jan 2013 19:56:40 GMT

Hi Rolf,

Let me know if I'm not understanding you correctly. From what I understand you want to associate the correct Class for ReceivePaymentDiscount correct? If so the Class table holds the correct classes which are the same ones you see on other transaction screens, they're not different classes. If you're looking to link to you have to create a dropdown list in your table and pull the data from the FullName field in the Class table.

- Ashur

Re: Appying Discounts with Receive Payment

Rolf — Wed, 23 Jan 2013 18:12:16 GMT

Hi Ashur,

Thanks for the quick response on this. The MethodPUSH updating issue is clear, and I'm fine with that.

I have used the Class fields in other types of transactions, as you allude to, and they work fine there. My problem is that for the Class of the ReceivePaymentDiscount, I cannot find a related field in any table that I can use.

If there is such a field, could you please tell me what it is and in which table? If there isn't, I'm assuming this is an oversight as a result of the standard screens not supporting discounts. If that's the case, could you have this field added?

thanks again for your help,

Rolf

Re: Appying Discounts with Receive Payment

Method_Ashur — Wed, 23 Jan 2013 15:50:50 GMT

Hi Rolf,

Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do this.

Classes are used by other transactions as well and exist in those tables as dropdown fields which pull from the FullName field in the Class table. Hope this helps!

- Ashur

Re: Appying Discounts with Receive Payment

Rolf — Wed, 23 Jan 2013 03:52:18 GMT

I've finally gotten around to doing this, and have it working. There are few glitches though. I've implemented it by updating the discount fields of the ReceivePaymentAppliedToTxn table entry for the associated Receive Payment, as suggested. This doesn't, however, appear to pass the discount info on to quickbooks until a screen with that grid is saved (ie. Receive Payments).

So I'm wondering what is triggering sending quickbooks the discount information, as writing to the table doesn't seem to be doing it?

My other issue is I can't seem to find the Method field associated with the class field of Quickbooks Receive Payment Discount window, which I need to allocate the discount properly.

Any help on this would be appreciated.

thanks,

Rolf

Re: Appying Discounts with Receive Payment

Anonymous — Fri, 19 Oct 2012 20:50:16 GMT

Rolf:
Where would I find that in Method?

There's no solution for this in our stock screens but you should be able to customize this. On the ReceivePaymentAppliedToTxn you need to make sure the DiscountAccount, DiscountAmount and TxnRecordID (of the invoice you're discounting) are set. I have not tried this so you'll want to test it first but it should be possible.

Re: Appying Discounts with Receive Payment

Anonymous — Wed, 17 Oct 2012 21:54:50 GMT

Rolf:
Where would I find that in Method?

It's definitely not part of our stock screens so there might be a reason why. I've asked a team member here to clarify and will post back.

Appying Discounts with Receive Payment

Rolf — Wed, 17 Oct 2012 21:20:25 GMT

In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method. Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment'

thanks,

Rolf