http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/20665.aspxFri, 24 Jan 2014 14:22:51 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20665Method_Greg0http://forums.method.me/cs/forums/thread/20665.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20665<p><span style="overflow:hidden;" id="mce_0_start">Hello sbradley,<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; On the Save for an Estimate, there is a Retrieve Value from Table for the RefNumber.&nbsp; I believe this is due to Method getting back information from QuickBooks.&nbsp; If you are doing your own custom save, you can try the same action.&nbsp; See the Quickbooks_Estimate screen and the actions for the Save button. <br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; To find the RecordID for the new record, which I am assuming you can&#39;t see because you put it in the table but don&#39;t have the information displayed, you can make a flag field.&nbsp; This flag field would contain something unique that the new record has.&nbsp; Say the RecordID of the record is was copied from.&nbsp; The trick would be to deal with multiple duplications.&nbsp; You may be able to use the &#39;Assign value to shared result&#39; (or it&#39;s Action Result equivalent) to help out as a temporary flag field.<br />&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Let&#39;s do a duplicate feature.&nbsp;&nbsp; You have your insert into table actions and your save action.&nbsp; The inserted record has a flag, which you find with a &#39;Retrieve Value From Table&#39; into an Action Result.&nbsp; The Action Result goes into a field that is a link to the duplicated record.<br />&nbsp;&nbsp;&nbsp;&nbsp; I hope this gives you some ideas on your customization project.</span></p>http://forums.method.me/cs/forums/thread/20646.aspxWed, 22 Jan 2014 21:18:57 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:20646sbradley0http://forums.method.me/cs/forums/thread/20646.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=20646<p>... or any other transaction table (Sales Order, Purchase Order, Invoice)</p> <p>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?</p> <p>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?</p> <p>Thanks,</p> <p>-S</p>