Method Community

CF_Pro, After doing a full sync does the problem still happen? Does the following simple C# example work for you? string[ arrInsertFieldsArray = new string[ { "Name", "Contact" };        string[ arrInsertValueArray = new string[ { "SomeCustomer", "SomeContact" ...

Not sure why, but I just now saw this reply. Sorry. Yeah, I knew from the beginning I would have to customize Activity (for Work Order data) and open it up to multiple assignees somehow. Your idea of creating one Work Order for each assignee seems like it could work. It's ugly and a total hack, but I was thinking of creating a ...

[quote user="WQA"]The yellow error message appears at the top. I know this makes no sense here...baffled[/quote] Actually this does make sense since this process will first try to save the customer record before adding a document to their name.  It sounds like you have some duplicate customer names in Method which ...

I know that an alert message appears that says there are conflicts to recolve pops us as part of the Method Sync Engine messaging while it's processing, but we don't always sit and watch those messages scrolling by. Nor is it intutiive how to go and find out if there are conflicts.   It would be great if the Admin could be alerted to ...

Hi, While customizing Bill screen, default logic will check PurchaseOrderLine:receivedQuantity and PurchaseOrderLine:Quantity then decide the rest quantity for a new BillLineItem. The question is, is PurchaseOrderLine:receivedQuantity updated by QB desktop after sych? If I want to leverage this receivedQuantity field in the same way before ...

We're digging deeper into utilization of the Method API for complex data analysis and streamlining our internal processes. One MAJOR issue that I'm running into is the lag time associated with inventory updates when performing tasks such as item receipt creation, sales order to invoice conversion, et al... essentially, any task that ...

Good morning, since I do not want to go to the expense of recreating my method account to work with Quickbooks online , we are looking at using a third party hosting company that will host our Quickbooks database. So, my question is, how will this affect your sync engine running in the background? Is your sync engine capable of connecting to our ...

Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...

I am working on the time sheet entry screen, and I added a drop-down field for "Location," as it is reflected as an option to add which location a service is provided in.  However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in.  This field should already ...

[quote user="Innovative"] Activities sync but not work orders how do i get work orders to sync [/quote] Innovative, By default, only Activities are synced to the Calendar. Please refer to the following Help centre article. Go to "Activities" and then "New Activity". On the "Activity Type" dropdown, ...