Method Community

Hi swm023, To answer your first question, regarding the error message you are receiving while creating a Work Order within the "Scheduling and Invoicing" app, this is likely something we we need to see first hand to help resolve.  Would you be able to send me a private email with the Company Account name you use to login to ...

Hi swm023, To shift the section up, you have to press the up arrow that's right beside the "Delete Row" link on a section. Does that not work for you? You would link the table to the Customer table, which has all the customer information. Make sure you check off any checkbox that says "show common tables only". Let me ...

Hi Adam, Thank you for your response. How do I create customer records for the vendors? Thank you,

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 ...

Yep, that's the way. Thanks for listening to my internal rambling! lol

Ok now I think I'm starting to figure this out... as someone who lives in SQL and application development some of this wasn't making sense to me because it was sort of backwards, or rather not backwards but the terminology catered to, well, not someone who lives in SQL and application development It looks like what I should actually do ...

Ok so doing a SQL pull from within the field is only relevant if you trying to get numbers which is the reason I can't use that function to grab the RefNumber for an Invoice, PO or SO. So that makes sense. I have a Start Loop Through Grid that is able to capture all of the RefNumbers, but it doesn't have a place to put them, there ...

Just a quick question. In Quickbooks, there's a Quick Report called Inventory Items which shows the transaction history of a given inventory item. There isn't an equivalent that I could see in Method so on the Item screen I've added two tabs, one for Purchase Order History and one for Sales Order History, with corresponding grids, and ...

i recently added the scheduling and invoicing app to my account.  i'm getting the following error when i try to create a new work order: The Type DropDown containing , is not a selectable value. Additional Information Action Sequence Order:8 I can't save the work order or do anything to starting testing and learning the system. ...

this worked. thank you. one more thing i'd like to do on this editopportunity screen: part of our sales process is when an opportunity is closedwon we create a subcustomer that has the same name as the opportunity.  the sub customer is used only for billing purposes.  therefore, there are only 4 fields where we input ...