Re: Method Workflow

Method_Ashur — Tue, 19 Feb 2013 17:54:41 GMT

Hi Mario,

This is not something built out-of-the box for Method and we don't have a set work flow as every organization does things differently. Your technicians will either need to create the Work Orders/Invoices themselves or you can go the route of customization. But depending on the scope of the project this can be quite involved. If you would like to go down the path of building this out through customization then I strongly suggest you speak with one of our in-house Consultants to scope out the project and find the best route to take. Alternatively you can speak with one of our Method Solutions Providers who will also be able to assist you.

Let me know whether or not you're interested in speaking with one of our Consultants and I'll put in the request for you.

- Ashur

Method Workflow

Mario Herbst — Mon, 18 Feb 2013 22:24:43 GMT

Trying to understand the workfolow and relationships within Method. Here is what I understand (or misunderstand) thus far:

Estimate ---> Customer PO ---> Sales Order ---> Invoice ---> Customer Payment

---> Our PO ---> Vendor Bill ---> Our payment to Vendor

Campaigns = Marketing Efforts

Opportunity = Potential Revenue

Case = Problems/issues/requests/billing issues, etc. ---> Solutions= Knowledge Base

Activity = Any action (phone call, email, letter, etc) associated with a Campaign, Opportunity, Case or Activity

Here is where I get lost: 1) A customer calls one of our technicians to have some work done; 2) Our tech opens a case, and performs the work. This case now needs to be invoiced, but I can't seem to find how we turn that case into a work order or how that all flows. Is there an automated work flow from first phone call to invoice?

Thanks.

Mario

Method:Classic General Q&A

Re: Method Workflow

Method Workflow