Method Community

Hi Fran, Yes, they are directly generated from sales orders. Like I said, we'll eventually transition fully to Method, but for the time being, this just looks like a data hole that should be filled for future users. Could be a valuable bit of information to have in my opinion. Best, Charles

Yes, Yes Yes,  Please fix this... It is very annoying and confusing... Would really like to use that functionality. Fran

Charles, This may be an obvious question, but are the Invoices in QB generateed directly from the Sales Orders?  If not, then the Link to SalesOrder field would not be filled in.  While I work with SO's alot, I just have not really checked to see that the Link to SO field appears in QB table.   But it works great in ...

Nope, doesnt work whether I am logged in to portal or another use, but does work when I am testing it inside of method.

Ben, Just a thought... Could there be permissions issue with your screens. Are portal users allowed to see them vs you when you are logged in? Fran

Great hopefully some one can help.

Ben, Still haven't been able to reproduce it.  I've reached out via email with a couple of questions. - Adam

Hows this looking? I need to go live soon and without the ability to hide and show tabs I will need to redesign how my portal works which will be a pain. thanks

Ben, This is something that can be done through the API.  You could use the the MethodAPIInsertFile or MethodAPIUpdateFile operations.  I'm not very familiar with the API myself, but I can move this post to the API forum where our developers can help you. - Adam

Were you able to reproduce this error? Need to go live soon, so wondering if I should just remove buttons for now?