Method:Classic General Q&A

Re: Customer(s) not appearing in Customer:Job field on Invoice screen

Method_Michael — Fri, 18 Mar 2011 18:37:26 GMT

cpitts,

If you have any conflicts related to Entity I would address those and check again also is this for a customer or a job of a customer?

-Michael

Re: Customer(s) not appearing in Customer:Job field on Invoice screen

cpitts — Fri, 18 Mar 2011 16:14:08 GMT

Yea, they're active. They don't appear in the existing customer screen under the Active Customer filter, but if I go to the customer once I filter All Customers, and click on the customer to put on the customer screen, the Active box is checked under that customer on the second tab.

Re: Customer(s) not appearing in Customer:Job field on Invoice screen

Method_Michael — Fri, 18 Mar 2011 15:36:02 GMT

Cpitts,

The drop down list for customers on the standard invoice screen is filtered to only show active customers. If this customer you are trying to create an invoice for is set to inactive then they will not be displayed. Does this cusomer appear in the existing customer list when the filter by view is set to All Active Customer?

-Michael

Customer(s) not appearing in Customer:Job field on Invoice screen

cpitts — Thu, 17 Mar 2011 22:32:42 GMT

I have customers that are active both in QB and Method. Customers that appear in the existing customer list (under ALL CUSTOMERS), yet when I try to make an invoice for them, they dont drop down in the list. What might cause this?

I found a way to populate the invoice screen with these customers' information via the "..." botton at Customer:Job field. Searching for active contacts, these customers appear, but when you try to save the invoice from that, it won't save and an error box appears.

REF 598.

Any thoughts?