Method:Classic Professional Services

Re: Linking Vendor Bills and Work Order Items

issam — Tue, 10 Dec 2013 15:40:09 GMT

Hi Adam,

Any updates on weather Bills can be posted to QBO with the new intuit API?

Thank you,

Re: Linking Vendor Bills and Work Order Items

Method_Adam — Mon, 09 Dec 2013 16:32:58 GMT

Issam,

You will need to create a new customer that represents the vendor. In Method, you can do this by going to Customers > Customers and Contacts List and clicking New Customer.

- Adam

Re: Linking Vendor Bills and Work Order Items

issam — Mon, 09 Dec 2013 13:41:01 GMT

Hi Adam,

Thank you for your response.

How do I create customer records for the vendors?

Thank you,

Re: Linking Vendor Bills and Work Order Items

Method_Adam — Mon, 09 Dec 2013 12:56:41 GMT

Hi Issam,

My apologies for the late reply. Unfortunately you won't be able to link Work Orders to Vendor Bills since Vendor bills do not sync to QBO. This is why the Bill screen is hidden on a new Method for QBO account and also why you can't find the BillLineItem table in the tables list.

There have been some updates to the Inuit API, so I can check to see whether this can or will be updated in the future..

Can you tell me why you will be invoicing your Vendors? What you are looking to do can be achieved with Customers and invoices. Could you create Customer records for the Vendors you'll be invoicing?

- Adam

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!