Method:Classic General Q&A

Re: Discount Item not calculating correctly

Method_Jeff — Wed, 26 Nov 2014 19:54:30 GMT

Hi DavidD

You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause.

In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage regardless of how the item is set up.

If this is missing and you want to re-add it you can follow these steps:

Step 1 - Edit your custom invoice screen then edit the InvoiceLineItem grid

Step 2 - Add a new column as below and move it to just under the Rate column

Step 3 - Scroll up to the Item column and click Actions

Step 4 - Change the Event to Text Change, scroll to the bottom of that list of actions and Edit the 'Retrieve Value From Table - Get IsRatePercent' action

Step 5 - Set the action as below

Step 6 - 'Save & Close', 'Save & Close', 'Finish' and 'Publish'.

With a little bit of luck that should get your discounts to now act as a percentage. If anything above isn't clear or you have further questions just let me know.

Jeff

Re: Discount Item not calculating correctly

DavidD — Wed, 26 Nov 2014 14:35:08 GMT

It is not working on either the estimate or the invoice screens. It had worked properly for the last 10 months or so. The screens are both customized at this point. I cannot attach a screenshot to this post, where can i email one to?

Re: Discount Item not calculating correctly

Method_Inderdeep — Tue, 14 Oct 2014 16:10:01 GMT

Hello DavidD,

Here's my answer. Can you please confirm, what type of transaction(estimate, invoice?) it is? Can you please provide a full screenshot, so we can check what exactly might be the issue. Did you customize your screen or it is happening on the default screen?

-Inder

Discount Item not calculating correctly

DavidD — Sat, 11 Oct 2014 16:32:24 GMT

I have a few different discount items, however, they are not calculating correctly. My 3% discount item is simply taking $3 off of the subtotal line (and yes i Know that the discount item will discount the line item directly above it, so I have the discount item directly below the subtotal line). My 5% discount item is doing the same. I've checked the discount item set up and it has the % box checked. Not sure what the issue is here. Please advise