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So the standard Method Purchase Order screen has a grid related to the PurchaseOrderLineItem table. This grid has a Rates column, which seems to be tied to the price of the item, not its cost. The Invoice screen also has a line item grid, and it also has a Rates column, which also refers to the sales price, not the cost of the item. Purchase ...

Ok, up until yesterday I was able to save description-only lines in Method screens like the Sales Order screen, and have them copy over to the Invoice screen when I created an Inv from the SO. This mirrored QB's capability   As of today, however, I am getting a warning error from Method requiring an Item to be selected before I can save ...

Ronen, OK, upon closer inspection, your proposed solution would not help me. I'm not looking for a report with just description-only line items. We have regular invoices/sales orders, with regular line items with quantities, item codes, rates, etc. It's just that, in addition to regular line items, we also have a ...

Thanks for the prompt reply Ronen! I'll try this out when I get home from work, because Method is my life now.

Bump! I'm still trying to find out if there's anything I can do in terms of customization in order to get the Report to show whats on my Invoice screen in Method. This is a pretty important deal for us!

Ah, I see, it's referring to the same "Item Group" that you can create in QB. I believe in QB it also lists the group item as a separate line item. Thanks for the quick response!

In line item tables, such as SalesOrderLineItems or InvoiceLineItems, there are several RecordID fields.  First, there is just the RecordID, which I assume is the ID of the individual line. Second, there is SalesOrderRecordID (or the Invoice equivalent), which associates a line item with a given Sales Order.  There are a few other ...

Ronen, Setting QTY to 1 is not enough to get description-only line items to display in the Report... what you say in your second paragraph is more accurate: an actual item needs to be entered. This is a problem for us as we use third party software that writes in the description line only (that is, no item is entered) in our invoices. Neither ...

Oftentimes we'll use the "Description" field of the line-item section of Sales Orders or Invoices to write info that is not directly related to a line item. For example, we use a third party software which automatically writes shipping info into the Description field of the last empty row of our Invoice line item ...

James / Method Team,   I've just completed an action set for the "Sales Order to Invoice" Conversion Screen that counts up the qty's invoiced on previously made related invoices, and enters that value in the "Invoiced" field for the sales order line item. I didn't mess with the "IsFullyInvoiced" ...