Method Community

Hi Stephen, Unfortunately, I don't believe this functionality is available in a stock Method account. Just to clarify, are you wanting to create a bill from an item receipt? Or a bill from a purchase order?   As per this article, an item receipt to bill conversion is not available through the SDK. Hope this helps, - Adam

Hi wildlife, We don't have any webinars on this unfortunately. However, if you go into your screen designer and customize the "New Activity" screen -- find the drop down for "Choose email template" and click "Edit". If you look at the actions for that, you will see a bunch of merge field actions -- those actions ...

Are there any Webinars on how to setup the merge fields. I would like to create my own templates that pull info from work orders and different places, I just don't understand this process. I read the link you posted earlier on merge fields but that didn't explain how to create them. From what I read it sounded like all I would have to do ...

I'm having a very difficult time understanding how the db is organized. Quite simply, I'm trying to add Contacts via the MethodAPIInsertV2 call, and running into multiple issues. It seems to me that data is duplicated between Customer, Contact and Entity records, and I'm not sure where the data should go. Furthermore, I understand ...

Allo and Happy Holidays! Wow! Not only have I not blogged in a while, this will be my last blog of the year! Have I been working on things? Yes! I have! And I will hope to get them out before the year ends. However, I need to share a video with you! A Happy Holiday video that Alex, the documentation guy, made with me! Alex decided he ...

Hi Bart, Based on your description this error sounds account specific and we in Support would likely need to see your account in order to determine the issue you are having.  Could please send me an email, either through these forums or the email address in my signature, include your contact information, Company Account name, ...

Rebranding a company is one of the most exhilarating and challenging aspects of running a business.  If you get it right, it brings an intangible aura to your business (think Apple).  If you get it wrong, it’s hard to fix and you won’t win as much business as you could have.  Strong brand = greater trust. For ...

In the Loop Through Grid, after the InvoiceLine has been created, I'd create the relationship table record based on the SalesOrderLine RecordID and the InvoiceLine RecordID. But like I mentioned, that would only sort of get me there because when creating a fully custom table I can't define relationships in there with other tables, no ...

So I just went into your system and tried to do an activity. I created an email and tried all 4 of the existing templates you have -- aside from the invoice one (which we discussed), they all worked and autofilled correctly. What browser are you using? Is there a particular template in that list that the issue is happening for you? Note: ...

Thanks for letting me know. I'm going into your system to see if I can pinpoint the issue.