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  • Re: Copying Estimates

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 03-20-2013
  • Re: Show all items on order

    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
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 03-20-2013
  • Re: Estimate Print Preview

    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: 
    Posted to Method:Classic General Q&A (Forum) by Formation QB on 03-20-2013
  • Re: Adding Fields

    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
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 03-20-2013
  • Re: Estimate Print Preview

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 03-20-2013
  • Creating Estimates with Optional Items

    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. 
    Posted to Method:Classic General Q&A (Forum) by DominionLiz on 03-20-2013
  • Copying Estimates

    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?
    Posted to Method:Classic General Q&A (Forum) by DominionLiz on 03-20-2013
  • Duplicating Calendar Settings

    I'm trying to duplicate a calendar within the 'My Calendar' screen to show seperate calendars in order to reflect the availability of multiple conference rooms.  I would also like the calendar to have the same functions as the current calendar that is already in the screen.  Is there a way I can duplicate the calendar or do I ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 03-20-2013
  • Changing the caption for a field

    I want to change the caption for a field depending on a type of customer type (whether it's a parent/entity or a subaccount). For example, for a parent account, I'd like the "Name" field (from QuickBooks" to have the label/caption of "Customer Name", and for a subaccount, the caption should read "Account ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 03-20-2013
  • Re: Estimate Print Preview

    Hi Jason,   I am the ProAdvisor working with this customer. In the orginal screenshot that my customer sent you of the Estimate he had the £ sign.   I logged into the Method account on one computer and the Estimate shows with Euro sign.  I logged in the same account on another computer and the Estimate shows with ...
    Posted to Method:Classic General Q&A (Forum) by Formation QB on 03-20-2013
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