Method:Classic Professional Services

work order and time tracking

TomH — Mon, 26 Jun 2017 17:27:16 GMT

When creating work orders, I assign a time block that shows up on the work order calendar for the assigned job. To do time entry for payroll, I have to open a different screen and re-enter all the same information.

Is there a way to have that all done once? Create the calendar event, adjust it for actual time worked, and then that data gets sent to payroll? It's tedious to double entry with 2-3 employees, as we grow it'll become far more tedious.

TIA!

TomH

syncing invoices from Method to QB

InstaDRY — Fri, 19 Sep 2014 12:18:33 GMT

Apparently the invoices we create in Method does not sync to quickbooks, please advise on how to correct this issue. Thank you.

Problems with Estimate Line Grid

AmsoniaLandscapeandDesign — Wed, 27 Jan 2016 00:58:25 GMT

Hey,

I am having problems with my estimate line grid not showing all of the details for the fields such as the description, cost & amount. It has been working fine until recently but I am having problems with populating the date now. How can I solve this ?

Item field drop down will not populate within professional services.

b.bryant — Mon, 04 Aug 2014 16:51:04 GMT

Item field drop down will not populate within professional services and when I try to manually enter a value it gives me an error message.

Updating Times in Work Orders Not working for End times

jkculv — Thu, 03 Jul 2014 17:12:42 GMT

On the Time In/Time Out Tab of a work order. If you need to change the start or end time on a time that has already been entered, it only works to change the start time. If you change the end time you receive the following error and it doesn't calculate the new change in total time.

Action Sequence:1

Unable to locate value from row for column TimeTrackingStartTime

Please contact the app developer.

Delete

furrywombat — Sat, 10 May 2014 10:34:46 GMT

Delete

ServerTimeModified error

MikeH — Mon, 31 Mar 2014 18:57:21 GMT

Hi, I'm trying to insert records from one table into another and I keep receiving an error that the column 'ServerTimeModified' is invalid. This is not a field name in these tables so it sounds like a bug in the system. Here is the error:

FROM actInsertRecordsIntoTable - Values
TableaccPriceLevelPerItemRetList
RecordID96631
MessageInvalid column name 'ServerTimeModified'.
StackTrace at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection, Action`1 wrapCloseInAction) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj, Boolean callerHasConnectionLock, Boolean asyncClose) at System.Data.SqlClient.TdsParser.TryRun(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj, Boolean& dataReady) at System.Data.SqlClient.SqlDataReader.TryConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async, Int32 timeout, Task& task, Boolean asyncWrite, SqlDataReader ds) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, TaskCompletionSource`1 completion, Int32 timeout, Task& task, Boolean asyncWrite) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method) at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior) at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior) at System.Data.Common.DbDataAdapter.FillInternal(DataSet dataset, DataTable[ datatables, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataTable[ dataTables, Int32 startRecord, Int32 maxRecords, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataTable dataTable) at Com.Method.MethodData.DataAccess.ExecuteQuery(SqlConnection sqlConn, String commandText, SqlTransaction transaction, SqlParameter[ parameters) at Com.Method.MethodData.MethodDatabase.ExecuteQuery(String commandText, SqlParameter[ parameters) at Com.Method.Shared.AccountingCleanUp.fnSetAccounting_CleanUp(MethodDatabase& _MethodDatabase, String sTableName, Int32 intRecordID, Int32 intSecurityID) Please verify this field exists in the table or remove this field from the insertion action.

.

issam — Tue, 04 Feb 2014 21:56:07 GMT

Make Job Location Address Clickable in Email Body

issam — Thu, 02 Jan 2014 19:03:35 GMT

Hello,

On the add/edit Work Order screen, we have a text field that contains the job location and other comments. We send an email containing this information.

The address(job location) in the email shows up as text. Is there a way we can convert it so that it can be recognized as an address on browsers or email apps?

Thank you!

Import progress bar is not working

l.brandow — Fri, 13 Dec 2013 22:39:25 GMT

I am trying to import about 1,300 leads from a CSV file. I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t. I clicked "Abort" then noticed the ">> Fixing Errors" link appeared at the end of the linkes on that same window. So I clicked it and it took me to the fixing errors screen. There were errors. I fixed the csv file and started over on "step 1: Import/Export Menu". Once I got to Validation, the same thing happened. The import progress bar showed no progress. My file passed validation. So I clicked abort after waiting 5-10 minutes. (the first time I waited was about a 1/2 hour. I just grabed something to eat and let it run. )

This time when I clicked the ">>Fixing Errors" link It showed this error on every line: "Error: normal could not be found as a possible value to insert. Please check the spelling." So I fixed that and ran it again.

Once again I went through all the steps and the data was validated. Once again the progress bar just sat there at 0%. This time, I was pretty confident my data should work. So I went to the lead list screena and refreshed the grid. Sure enough, the leads where being imported. I could click refresho on the grid for the leads and Contacts list and watch the numbers go up.

The import is working but the progress bar is not

Linking Vendor Bills and Work Order Items

issam — Thu, 05 Dec 2013 20:39:56 GMT

Hello,

I'm new to the Method community and I'm trying to do the following :

I want to have a screen where I can input a vendor invoice. This invoice will then flow into QBO as a vendor Bill and The items on it will be linked to a Work Order. So that when I pull up that Work Order I'll find the items in the Materials list.

I'm trying to accomplish this using the following tables:

-the "Bill" table.

-the "BillLineItem" table.

I added a dropdown field for the "Activity" table on the "Bill" table to link the WO to a Bill.

My questions are:

1-Why is the "BillLineItem" table only visible while customizing a screen? it does not show up on the tables list, nor on the list of tables in the report designer.

2-How can I link the Items to :

a. the Work Order.

b. the Vender Bill.

I just need some pointing in the right direction : ) . I apreciate your help.

Thank You!

Billable time to Quickbooks Desktop

mpruet — Tue, 03 Dec 2013 19:13:32 GMT

In Professiona Services, I have created activities, then I have recorded time against them, and have submitted and approved them. They are set to billable. At what point do they go to QB Desktop? Where in QB do they go? I need to bill them. I must be missing a step.

Michael

FSC Calendar Stuck at the loading page..

taurusgardening — Mon, 04 Nov 2013 09:09:39 GMT

I’m having some technical issues which have been a bug for me for a while now but after investing in new tech, thought I had it sorted .. however I’m afraid the problem has reappeared.

When using my new Surface RT, trying to load up the calendar with a number of users showing or even just a week view, the whole thing comes to a halt and sits in the loading status.

I used a Demo RT last week and it seemed to load fine, this new one is not any different in spec but it stalls at the calendar page. I'm using Windows RT intenet explorer, just as I did on the last machine I demo'd.

Any suggestions? #

PS. I used an ipad previously and experienced the same problem, but bought this Surface, putting it down to poor processor power, specifically to access the FSC Calendar screen in multi user/multi day modes and am understandably frustrated to have this happening with the new kit., that I've just shelled out hard cash for!

Contact name different than Entity name

MikeH — Wed, 23 Oct 2013 22:21:11 GMT

I created a new entry in the Customer table with the following:

Assign Value to ActionResult: resultName = New Company 33

Insert record into Customer table:

CompanyName = resultName

Contact = resultName

Name = resultName

When I export the Entity table I see the following entry:

CompanyName = New Company 33

Contact = New Company 33

Name = New Company 33

RecordID = 6876

...but this is in the Contacts table:

CompanyName = New Company 33

Entity = New Company 33

EntityRecordID = 6876

Name = New Compa 33

The Contacts.Name field is "New Compa 33" NOT "New Company 33". The "ny" is missing from the middle word! The Contacts table is linked to the Entity table by the Entity dropdown. This does not happen everytime I add a customer but often enough to cause errors with another routine I use (checking if contact name = company name). Could this be due to not using Customer.FirstName and Customer.LastName to create the contact name in the customer table? I have added several customers with this method and most are created without errors.

When the Contacts.Name field is missing letters, I've noticed a strange behavior. If I edit the Customer and set everything to the same name again, it temporarily switches to the correct values. When I open a job of this customer (for example, New Company 33:Test Person), the Contacts.Name field reverts to "New Compa 33"... missing letters again. If the Contacts.Name field is correct, the system behaves correctly and names are not changed. It seems to only happen with records whose Name field is somehow corrupted.

Any ideas how to fix this or prevent it from happening? Thanks!

Payment Gateway (South Africa)

Schalk — Mon, 30 Sep 2013 14:46:53 GMT

We here in South Africa canot use any of the Gateways in Method.

Why not add a South african Payment gateway so that we can use this service?

Please let me know how to add a non Method gateway for the time being.

Thank you

Error message "Invalid Column Name" on Time Tracking tab in Prof. Svcs.

mlongacre — Fri, 26 Aug 2011 20:04:12 GMT

I just added the Professional Services app to my account. When I click on the Budgets/Contracts screen, then click on the Time Tracking tab, I get an error message "Invalid column name 'Item' Invalid column name 'Item_RecordID' " What to do??

Mobile Version of Method

mlwells — Thu, 03 Jan 2013 17:17:11 GMT

I hope this is the right place for this post. I have a complaint. But before I start complaining, I just want to say that your customer support on both the forums and when you call in for help is awesome! Quite likely the best I've ever experienced. That being said, I do have some complaints, but I'll stick to just one. It is extremely frustrating that the mobile version is so difficult. It is extremely hard to select things, it won't even let you select different tabs (so you can't have them), and it won't load a calendar. Currently, everyone in my office is using the non-mobile version of the site because everyone finds it easier. But easier is still not good enough, and many are getting frustrated (and they only just started using it). So.....my question (err..hope) is do you think you'll come out with any mobile improvements? Maybe even ways to customize a mobile site other than clicking the make mobile friendly button. Personally I'd love there to be an app for method!

Error on action 13 when selecting a budget/contract.

Matt — Thu, 13 Dec 2012 22:00:07 GMT

One the stock Budgets/contracts screen, when click the Select link for a budget, I am getting the error:

An error has occured in the Update Field In Table action. Please verify all data being entered is correct.

Additional Information

Action Sequence Order:13

Accum B-Qty

Matt — Sun, 11 Nov 2012 23:27:48 GMT

I'm not sure that the Accum B-Qty is being calculated correctly and here is an example to show why:

Create an item that is an hourly charge.

Create a time tracking entry for say 8 hrs.

Create an invoice for the 8 hours.

Add another time tracking entry for 4hrs.

Try to create an invoice.

Since the 4 hours to be invoiced is less than the 8 hours already invoiced, the app thinks that an invoice should not be created.

In the Recaulculate button actions (On the bidget/Contract screen) the script to calculate the Accum B-Qty filters time tracking entries to only include those with billable status of Billable instead of including HasBeenBilled as well, and I believe this is the source of the issue.

Tab Organization

mlwells — Thu, 13 Dec 2012 16:04:36 GMT

Unless I'm mistaken, ther doesn't seem anyway to order the Tabs...I can order the screens under the tabs and the tabs under the screens but knw tab layout. I would really like to see this feature added. It wouldn't be that hard (I don't think it would at least, but really what do I know) and it would be really helpful seeing as there are tabs in my dropdown list that I use all the time and main visible tabs that I rarely or never use, like leads and opportunities.

Thanks!

Linking Activities and Time Entries to Projects (sales orders)

AutumnW — Mon, 15 Oct 2012 21:52:30 GMT

Hello,

I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.

My goal is to be able to link/relate a time entry and/or an activity to a project from the subject screens (Activity/Time Tracking), but view them from within the project screen.

To accomplish this, I added a dropdown on the time tracking screen and it displays exactly what I want (active projects for the selected customer). I have a text change action created to update the BudgetID field, which links it to the project. I can view the time entry from a grid within the project. This is all working great.

However, after I select a project and save the record, the project name chosen appears to populate all existing time entries. If I delete it from one, it deletes it from all records. The other records are not actually linked to the project, but just displays the name.

Not sure why this is happening, can you provide some direction on what I'm doing wrong?

Thank you!

Error Issue When Adding Contacts To Customer

SWH — Wed, 23 May 2012 16:30:45 GMT

I am having an issue when adding a new contact to new or existing customer. I fill in all the appropriate fields but when I try to save the contact, it gives me this error "Full name is a required field and is currently blank. Please close and re-open this pop-up to load the contacts Full Name". I have tried everything possible, changing names, using just first and/or last, re-opened, re-logged, etc. I am not sure what is wrong or what I could be doing wrong. Sometimes in a few days it resolves itself and sometimes it does not. Does anyone have any suggestions as to what I need to do to correct this. Thank you!

I have a screen shot of the error if I need to post it - thanks again!

Sheri

Exporting a report as csv

l.brandow — Tue, 24 Jul 2012 01:10:57 GMT

I was excited to descover it's possible to export a report in csv format from the Report Designer.

For some reason, however, the data gets cut off. For example, I created a Sales Order summary report. Any sales orders with less than 3 lines showed no lines. Any Sales Orders with more than three lines showed the lines less three. For example: one of the sales orders has 20 lines. The 20 lines show up in the print preview but not in the csv export. Only 17 lines show up in the csv file after exporting.

Import Tool

CF_Pro — Wed, 16 May 2012 21:23:28 GMT

Is their any documentation for the import tool, and any tips on how to do migrate from dynamics quickly and effectively?

TIA

Currency issue

Martin — Fri, 23 Mar 2012 07:35:05 GMT

We are in in South Africa, we have managed to change the currency to Rands but after doing so the estimates pdf shows Dollars in the rate column and Rands in the total column.

We have been continuously trying to get this resolved by changing our regional settings etc. this actualy does not seem to change anything.

Also I have another user which after changing his regional settigns he gets all currencies in Pounds and we cannot get to change it.

Please ccould somebody help with this.