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I know this thread is a bit aged, but I thought I would post here to add (hopefully something valuable) to the discussion.
I'm just now using the QB concept of Invoicing (family business, no tech until now, moving along...) and I'm in the middle of customizing our usage of it in Method. To handle our Sales Order process, I made our ...
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Thanks..
I have many screens that are definitely not simply modifying data on a single table...things that our business has been doing for YEARS on pieces of paper but that had quite a bit of manual effort and logic involved with a heavy dose of math and intuition added for good measure. I've written countless actions that are not based ...
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HOLY COW. I've been using Method for several years and I'm JUST NOW SEEING THIS!?!?!?!
Apparentlly Button Actions allow you to not only copy Action steps from elsewhere on the current screen, you can also copy action steps from ANYWHERE else within your app/account.
For me, the initial benefit here is I can write actions in one ...
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Thanks...
Unfortunately it's not that simple. This is all custom fields and data I'm adding to the system. Commissions based on our service items are going to vary slightly based on a Customer's location/zone so a handful of lookups will be needed to arrive at the correct commission percent value for a particular invoice line ...
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If you don't like the Boot Camp and Parallels option you could always use an Azure VM for dirt cheap. Shut it down when not in use to reduce VM runtime and it gets cheaper still.
Hope that helps.
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I'm creating some custom logic to calculate invoice line item commission amounts. This logic will be needed from a couple different screens.
Rather than write the SAME logic in two different screens I'm creating a new screen and calling it as a pop up where it will load, get some variables, perform it's logic, then return with a ...
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Any update on this? The problem is still happening in Feb. version and it's a pain to switch to Oct version when I need to use this feature (twice this AM).
Thanks
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It's not a Generate Report. It's a Document field lookup from the DocumentLibrary table shoved into an ActionResult. That AR is then used as the attachment in the SendEmail action.
Here's the screen shot of the Retrieve Value From Table action immediately before the SendEmail action (see link in my previous post for that action's ...
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