Method Community

Hi, I'm having a problem with detail from the description box and items not being transferred into a work order which though previously is part of a series, on editing is no longer (becomes a work order outside of the series). I'm losing fairly crucial operational data when this happens - how do I avoid the loss?

Hi David, I don't believe there are any settings you need to change. I'd try a test email to confirm, but if you are receiving them, I don't think the issue lies there. The default actions (for both the Invoice and Estimate screens) place the logged in user's email address into the BCC field if it is blank on the template. ...

It is no secret that video is a proven and effective way to communicate with current and potential customers, so I was excited to attend Space Camp, an information-packed video marketing conference put on by Vidyard.   The one-day conference consisted of a lineup of impressive speakers, awesome networking, amazing food, and even ...

Hey David, Let me start fresh here based on the screenshot I provided in my last post: resultVendor is an Action Result created in the first action in the Vendor text change event on the Purchase Order screen. You placed that Retrieve Value from Table action in at spot #27. Move that action up to the #2 spot under ...

Mike, I think your last explanation gave me a better understanding of what is going on.  So I believe you are saying, you can create a Sales Order in Method, add a few line items, edit the custom fields and there are no issues.  However, if you decide to use a different line item, other than the original, you are saying this all gets ...

Two questions: 1) When will Method support the new Advanced Pricing add-on for Quickbooks Enterprise? 2) When will Method support the (once-supported) old Advanced Inventory add-on for Quickbooks Enterprise? Eager to start leveraging these add-ons with Method. Thanks!

And I forgot to say - the ItemReceipt table in Method is empty.

Hi Ben, Thank you very much for the input. Unfortunately, we are currently using Other1, Other2, and the 15 available custom fields in the QuickBooks Items list. The behavior I am seeing is this (using field names from your screenshot): If you change the Item (for example, Blackmore decides he wants a rainbow) the changes will ...

Mike, I have some more information regarding this topic, however this likely is not a bug in Method, more of a QuickBooks SDK Limitation.  I did actually put a request in last week regarding this issue you are having, unfortunately there are still some others on the list with a higher priority, although I think I have come up with ...

I wanted to jump in on this post as I was searching the forums before I posted issues of our own.  I have been getting feedback from our customers that they are not getting our Estimates and Invoices as we email them out from within Method.  I'm sure this is happening more than I know as well, we send out a lot of estimates, purchase ...