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Ok I found the correct field. It isn't Value from Session > Current - Screen Active RecordID it is Value from Screen > RecordID.
Now I have progressed the second issue with the process.
I opened the pop-up screen from a button in the ship to address1 field. In the button in the ship to address1 field, after openning the ...
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What's showing under the tax column is the name of the tax item and not the actual value. To find the value you can open the item in Method. Go to the Quickbooks tab group > Lists tab > Item tab link. Find the %20 item in the list and open it. You should see something like this:
- Adam
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The value from the value from Value from session > "screen active recordID" is not the RecordID from the row.
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That is correct. That is where it is being set.
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Hi keita,
I'm a little confused here, can you clarify exactly what you're trying to do. In your second sentence it sounds like you're trying to replace a current screen with the CRM_NewLead(2). But your third sentence sounds like you want to replace the CRM_NewLead(2) screen with the existing screen under the "new method ...
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thanks for reply
1. I've disabled ref numbers in Method until all users switch to Method full-time
2. I've checked the tax setting, it's 20%. Just did a sales order in Method with Quickbooks disconnected. See screenshow below...
how is this possible ? As you know it should be £10.25 tax
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The action is set on the "Select" link click action on the pop-up screen.
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Just to be clear, where are you placing the action to set the shared result? This should be done on the select link in the popup.
- Adam
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Hi,
For 1. Yes you will get duplicate numbers in this instance if you allow Method to assign ref numbers. This is because this number is attached to the RefNumber field which is not unique. If you were to change this number in Quickbooks to a number already in use, you might see an error similar to the following:
The best ...
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Not sure abt the function of a pop up screen. I need to replace a screen with updated info from method's default screen (changed three tabs) and have saved the screen as CRMnewlead(2). Can I replace this new edited screen with the existing screen under the new method tab? Or do I need to create a new table and add all fields ...