Method Community

Mark - Thanks for the input.  :) viret56, Just as Mark said, this would be a tall order, and unfortunately beyond the scope of help we could provide over the forums.  His suggestion of dynamically filtering a grid of estimates I think is the best suggestion.  This will allow you to see some details about the estimates before ...

Hi Ben,  I received an update about this case. Our dev team spent some time on it but unfortunately will not be able to fix it at this time. I apologize if this causes any inconvenience.  Jason

David - Just wanted to let you know that the above post meant to say 6 to 7 actions.  It's been corrected.  Let me know if you have any questions. - Adam

This is tall order for a SQL override.  I would probably take a different tack.  You might try using some sort of show/hide section that contains a grid of dynamically filtered estimates.  You could then select the appropriate estimate.

Hi David, In your case, what you could do is loop through the grid and do 3 Basic Math Calculations.  The first would be to get the QTY times the Rate.  The M arkup is added after the Rate x QTY, so we'll need this number calculated for each line item. Save it as an action result (ex. QTYxR). Then, take the action result ...

I have a grid based on the Opportunity Table.  I want to add a column to the grid with a comma delimited list of Estimate numbers related to the Opportunity.  Is it possible to write an SQL Override that accomplishes this?  Ideally I would like each estimate number in the list to be a link to the associated estimate. I have ...

Hi Kelsey, I am glad we could help. I could tell by your post that you were close, so I am glad you got that little bit of info you needed to proceed. Regards, Ben

Thank you, Ben. The “If screen RecordID > 0 then..” part is what I was missing.

Hi LaCrews, You still need to pass the company account, and login, but instead of the password you can pass in the SessionID Dave

Hi Nebo, If you are referring to the Customer Message from the Invoice Screen, then you would not be able add a new message directly in Method.  This is a limitation from Quickbooks, Method is able to retrieve data from the CustomerMsg Table, but we do not have access to write/edit this data back to the Quickbooks Table. I am not sure what ...