Method:Classic General Q&A

Re: Method Report Designer - How to Add customers phone # to a "print work order"

Tim Annis — Wed, 26 Jun 2019 14:30:14 GMT

So... Any idea why the sales order links aren't showing up in Method if the link is setup in Quickbooks?

Re: Method Report Designer - How to Add customers phone # to a "print work order"

Tim Annis — Fri, 24 May 2019 16:21:14 GMT

Looking deeper, I can see that the link from InvoiceLine to SalesOrder is there sometimes, but not always. For those I get a QuantityOrdered. However, I have lots of sales orders in Quickbooks that are linked to invoices, but the links are not showing up in Method.

Re: Method Report Designer - How to Add customers phone # to a "print work order"

Tim Annis — Fri, 24 May 2019 14:58:51 GMT

I followed the instructions above to add the Quantity from the SalesOrderLine table (using LinkToSalesOrder that is already there) as QuantityOrdered on the InvoiceLine table. The new field shows up in the report designer, but the value isn't showing up in the report. Suggestions?

Re: Method Report Designer - How to Add customers phone # to a "print work order"

Method_Greg — Mon, 18 Aug 2014 20:24:27 GMT

Hello Mike,

I had done the above screenshot to show the value of each field when a customer is selected. You do not need to put the EntityPhone field on the screen or manually enter the number. The work order record (ie. activity) will populate the number automatically once you populate the customer drop down. The phone number is coming from the value you enter on the Edit Customer screen. (The path is Customers -> Customers and Contacts List -> Go To...).

The EntityPhone field is on the Activity table and should be accessible in the report designer. Here is the Activity table.

On the report designer, I can find the field in the Field List on the right hand side. It will be under the Activity branch of fields.

Have a good day,

Greg

Re: Method Report Designer - How to Add customers phone # to a "print work order"

mikef — Mon, 18 Aug 2014 19:28:07 GMT

How can I set this up so that the customers phone# gets automatically populated once they select a "customer" to start the work order? I was able to follow your intructions, but I don't want me or my staff having to also type the customers phone number in every time we fill out a workorder. It seems like there should be a way to retrieve the customers phone # from their info and have it appear automatically. I don't NEED to see it on the work order, but I do need it to print out. Currently when I print out, there are no customer phone numbers. I even tried to put "ActivityContactPhone" onto the report but it comes up blank.

Re: Method Report Designer - How to Add customers phone # to a "print work order"

Method_Greg — Fri, 15 Aug 2014 17:17:16 GMT

Hello Mike,

I can use FieldServices_JobSummaryV2 as an example. I'm going to make an assumption that you have been abel to get the report open in the Report Designer and go from there.

The good news it is simple to add a field to a report. With the report open, find the field you need in the Field List and drag it over to the Designer screen. Save and the field should now be visible. You can click 'Preview' to check out how the report looks.

The problem is Work Orders don't have the Customer's phone numbers in the table. They have only the contacts phone number. Work Orders are based on customers and Activities are for contacts. What you will have to do is when a Work Order is created, you have to go get the customer's phone number. This can be as easy as a new field on the activity table. You actually choose an 'Entity' when you choose a customer on a Work Order. (Entity is the parent table for customer and contacts table. For the work orders customer drop down, they are filtered by Entity type) Go to the Activity table and try adding the Phone field to the Activity. Then add the field to the Work Order screen (default is FieldService_AddEditWorkOrder).

Here is the final result. ( You can see the Entity Phone field. I have the two fields, Contact Phone Number and Contact Phone on the screen as well. They are used in Activities but not Work Orders).

I hope this helps,

Greg

Method Report Designer - How to Add customers phone # to a "print work order"

mikef — Fri, 15 Aug 2014 14:37:09 GMT

I am trying to customize my "print work order" template so that it includes the customers phone number. I use the stock work order form and when it prints it doesn't include the customers phone#, only the job site address. Please guide me on how to add this field becuse no matter how much I try I'm not havig success.