Method:Classic General Q&A

Re: Line Order in Estimates & Invoices

740method — Mon, 29 Aug 2016 19:17:48 GMT

I am a new user to Method working with a consultant to customize our workflow etc. It appears as though there is no easy / time effective way to simply Drag and Drop lines to reorder them when working in an Estimate or Invoice. It is currently set up so that we have to go into each individual item to assign a line order # e.g. 1,2,3 etc in order to get it functional. How soon do you anticipate drag and drop functionality being added?

Re: Line Order in Estimates & Invoices

Method_Justin — Tue, 17 Mar 2015 17:37:20 GMT

Hi sbonner,

We currently have a ticket in with our development team regarding this. What's the behaviour when your changed lines sync over to QuickBooks, are they committed or do they create a conflict under QuickBooks > Resolve Conflicts? I'll keep you updated on that ticket through this forum post.

Let me know.

- Justin

Line Order in Estimates & Invoices

sbonner — Mon, 16 Mar 2015 14:55:46 GMT

I believe I had asked this question before sometime last year, but could not find where I had posted it (so it may have been in my imagination). If I did, I sincerely apologize!

I'm getting eaten alive by our sales folks over the ability to go back and permanently reorder line items on estimates and invoices. Sometimes, they'll add a ton of items to their estimate, and then decide once they're done that whatever is on line 12 MUST be on line 7 instead. Going back and redoing the entire estimate is obviously out of the question.

So, I went into the customization screen from estimates and added a line order field to the EstimateLine. Then, I told the estimate to sort by the line order field.

This only works 'sorta': sometimes when you swap the numbers on two line items and update, it'll completely ignore the changes you made. Sometimes it'll try, but will end up swapping the wrong items. Rarely, it will actually work. I noticed that it absolutely does not like to swap anything that's in the last position.

Is there a more eloquent way of doing this? Am I going about it all wrong? (And at this point, I'd love to request a more intuitive drag-and-drop feature!)