Method Community

I've created an entirely new set of tables and associated screens for a part of our business that is custom to our industry. This data should be "protected" similar to the current filters for listing Estimates, Sales Orders and Invoices. How do I create filters for my custom data/screens that will behave like the built-in shared ...

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 ...

I'm looking at making a dashboard consisting of the common functions and views that different people in my company would typically need. Talking buttons, and lists of stuff from many different tables in Method... For sales, I'm looking at creating sections for Estimates and Sales Orders with buttons/links to new Estimates and SOs along ...

Just curious: what does the Txn part of the TxnDate field stand for? This field appears in every table related to a form, ie invoice, sales order, purchase order, etc. There aren't any other fields for the date the form was created, and it seems to match the QB field for the creation date. I'm also curious as to the roles of the various ...

  What I've noticed is that as line items from a sales order are invoiced, they are somehow marked so that the next time you convert an SO to invoice, those line items wont show up in the SalesOrder_CreateInvoice screen (the popup screen you get from clicking the "Create invoice" button) However, after spending some hours ...

If I copy the Method "Customers" Screen so I can add some additional info or include some additional tables/fields and I use the button "Replace links to an existing screen", will this eliminate my ability to use the original Method screen, or can I still use the original screen as well as the new one and have the data ...

I have a grid on my screen which allows me to enter multiple lines of data for a particular record.  However, when I display that "field" in the Report Designer I only see the first record of the grid.  I designated the "sub" grids as detail tables when creating the report.  The field that I am having a problem ...

For any Opportunity that I create, I designate an ID, a Formal name, and a nickname. I can put the Formal name in the existing Name field on the Opportunites table.  I want to create a field to capture the ID and the nickname.  I know how to edit the table and add the fields, but I cannot figure out how to get them to show on the ...

Am wondering if anyone is already doing this.... I am in the process of creating custom tables, screens, functionality in Method for my business. Basically, we have ~300 regular customers set up on 'programs'...which is basically a bunch of products we sell them throughout the year. These programs are created yearly, with moderate ...

    Dear Method Tech Support Team, I have just discovered a serious glitch with the synchronization process. This is probably not due to a QuickBooks database error, I ran QuickBooks utilities and there are no errors in the file. Recently, I turned on the preference in QuickBooks that allows synchronization of credit card ...