Method Community

Thanks Jason,  I've done that, (IsManuallyClosed equals No) in a filter but still cannot get only items not received to show up. Im getting a massive list of items, and almost all of them have been received into QB and those PO's have been closed.  What exactly does the IsManuallyClosed look for? Maybe I'm doing it ...

Hi andy, I'm gonna need a little more info here...Is it taking you to the screen in a different tab or tab group? Or just some random screen somewhere? Can you elaborate on what you entered and where it takes you? Dave

Hi Mike, Which screen would you like to do this on?  Is this on a grid or a text field? - Adam

Hi DominionLiz, You can make a copy of the SchedInv_WorkOrderList screen and reverse engineer the Copy Selected event of the More Actions... button. Then reverse engineer the Copy Work Orders button on the SchedInv_CopyWorkOrder screen. You can definitely accomplish what you're looking for by breaking those buttons down and seeing how they ...

Hi Josh,  To start you off, I would suggest creating a screen based off the PurchaseOrderLine table. This table holds all the items inside your purchase orders. From here you'll be able to set filter views based on any field in the table. IsManuallyClosed might be a field of interest in this case. Hope this helps.  - Jason

My regional settings are set to English Canada and it shows in Euros and the customers setting are also English Canada and it shows in Pounds.  I don't see the logic. Anyhow I did change the Template in Report Designer as you explained and now the Preview no longer works.  Here is the message I get: 

Hi Matt, Please enable the MethodSupport user on your account then email me your Company Account name and contact information. To enable MethodSupport go to Customize > Users > scroll down to the bottom of the screen and ensure there's a checkmark in the Active box for the MethodSupport user. - Ashur

Hi Formation QB,  If the Format String in the Report Designer is set to "c2" like I mentioned above, then the currency symbol will change depending on the Windows regional settings on the computer your using. To make the report always show the $ sign I suggest editing it in the Report Designer and ...

I'd like to make an estimate that has line items that "upgrade" or are optional but don't add to the total.  The items would still need to have dollar amounts based on quantities, but wouldn't add to total. 

Hi - I'm looking to copy the information from an estimate, having saved the old one but keeping the items and quantities in tact for another, very similar estimate.  Can I add a button to the estimate screen?  If so, what would the actions be?