Method:Classic General Q&A

Re: How Method calculate SubTotal/Total in an Invoice/Sales Order

fran — Thu, 05 Mar 2015 21:07:36 GMT

Actually this situation happens a lot where you have an invoice with no Line items. Method user starts to enter in a record, then decides doesn't want it. I agree it shouldn't be that wsay but it happens.

Once a Customer is entered then Method "saves" the record to generate a Invoice or SO header record.

I agree that a "Save" should update the values whether it syncs or not. If you have one item it will save appropiately, even without sync. Since Totals are maintained in the header recdord - I would expect a "save" action to update those values to 00.00.

If a document has no line items then Subtotal is blank, tax and total have 0.00.

Justin is correct, best if you want to delete all lines. to just delete the document.

Re: How Method calculate SubTotal/Total in an Invoice/Sales Order

Method_Justin — Thu, 05 Mar 2015 18:23:17 GMT

Hi Alex,

You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this shouldn't be done.

- Justin

How Method calculate SubTotal/Total in an Invoice/Sales Order

alexhuang — Tue, 03 Mar 2015 18:40:49 GMT

Hi,

I have a question regarding how Method calculate subtotal/total in an Invoice and Sales Order. If I have InvoiceLine or SalesOrderLine in an Invoice/SO, after "Save all sections", I can always get correct subtotal/total from table and display it on the order screen. However, if I delete all items from an Invoice or a Salesorder, then these values are not updated, it just keeps last calculated result.

Is there any flag I need to set to notify Method to calculate these subtotal/total fields? \

Thanks.

Alex