Method:Classic General Q&A

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Fri, 05 Jun 2015 23:44:03 GMT

Hi Audisho,

Sorry for late, it took me a while to remove some workaround codes to test. Everything now runs beautifully! Thank you and your teams.

Regards,

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Wed, 03 Jun 2015 14:21:37 GMT

Hi Alex,

Good news! We deployed an update yesterday that corrected this issue. When a CreditMemoLine or VendorCreditLineItem record initially posts to QB, the RecordID is no longer being changed by the sync. This results in the custom field data being retained instead of lost.

Test this out and post back to let me know if you believe this to be still an issue.

I hope this helps.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Mon, 18 May 2015 21:30:41 GMT

Hi Alex,

Yes, you can do this by changing your transaction history. Navigate to QuickBooks > Synchronize, select Show options per transaction type, change both Credit Memo and Vendor Credit to None and select Save Settings. Run a full sync for the changes to take effect. I hope this helps.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Mon, 18 May 2015 21:13:50 GMT

Is it possible to disable integration engine to synchronize Credit Memo and Vendor Credit but still allow other transaction?

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Mon, 18 May 2015 17:49:35 GMT

Hi Alex,

Thank you. I have also confirmed that the RecordID of the line is changed after the initial sync and have added this information to the ticket.

As I have mentioned several times previously, I will post back here as soon as I receive an update. As of right now, I have nothing new to report.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Mon, 18 May 2015 17:13:28 GMT

Any update?

We also found that RecordID of CreditMemo/VendorCredit/CreditMemoLine/VendorCreditLine will be modified after synchrinzing with QBs. Seems like you delete record in Method again and insert a new one?

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Mon, 11 May 2015 16:19:17 GMT

any update to these issues? Or, can you share something about it? How about giving us a ballpark estimate so we can decide to wait for your solution or find other solutions.

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Mon, 11 May 2015 13:41:09 GMT

Hi Alex,

Thank you for informing me of this. I have added to the ticket that this issue also exists for the CreditMemoLine table. I expect that this will be addressed at the same time. As always, I’ll keep you posted on any updates that I receive.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Sun, 10 May 2015 21:09:05 GMT

Hi,

Just found that not only VendorCreditLineItem has this issue, but also CreditMemoLine has same issue.

It has become a blocking bug to whole system, please come out a solution soon, or we can not turn on synchronization engine and that impact project schedule a lot.

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Wed, 06 May 2015 20:04:58 GMT

Hi,

That is not feasible. Those valeus are RecordID which my end users never know and should not know. To break it to two steps will cause me to find a way to store them somewhere since Method has no array and seems too much side-effect to make it.

Please try to solve this bug as quick as possible.

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Wed, 06 May 2015 17:58:55 GMT

Hi Alex,

Unfortunately, this sort of automation isn’t possible in Method. The most you can do is break this into 2 manual processes instead of 1. On the second, do something like check to see if the line has a TxnLineID and display a message indicating that the line must be posted before entering a value into the custom field if it does not.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Wed, 06 May 2015 17:16:32 GMT

Hi,

But it seems no action can hold the action sequence till TxnLineID is generated. My lineitems are inserted in a loop through checked grid items, I need a work-around that can be done in a loop.

any idea?

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Wed, 06 May 2015 17:04:51 GMT

Hi Alex,

This should work. You can check to see if a line has synced by confirming that it has a TxnLineID. This value is inserted by QuickBooks and will be blank unless it has been posted. I hope this helps.

-Audisho

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

alexhuang — Wed, 06 May 2015 16:27:22 GMT

Hi Audisho,

Thanks. I probabaly not able to ask my client to do manual import.

Anyway, I should did this test myself, but it took a while to insert action in Method, so just ask here:

what if I do like:

1. Create a lineitem and force it to sync to QBs (send to desktop)

2. update this new lineitem again in Method, and wait for sychronization.

Do you think this will work? It seems that at (1), there is no way to know if synchronization is finished or not.

Alex

Re: Custom fields (in VendorCreditLineItem) erased after synchronized with QuickBooks

Method_Audisho — Wed, 06 May 2015 15:56:53 GMT

Hi Alex,

The development team is investigating this and are currently determining the scope of the fix. This may be a large project requiring an update to the Method Integration Engine and as such, I can’t make any promises that this will be resolved shortly. It really depends on the scope of the project.

I performed some additional testing and it appears that the custom Method field is only cleared when the line item is initially posted to QuickBooks. Subsequent modifications to the transaction, the line and syncs do not appear to clear the field.

If you have some data in these custom fields on lines that have not yet been posted, you can export the lines, allow it to sync and then re-import them. I understand this is tedious work, but I want to provide you with a work-around in the event that this issue can’t be resolved in the near future.

I’ll post back again once I have a better idea of what is required to resolve the this. Sorry again for the inconvenience and I thank you for your patience.

-Audisho