Method Community

Ahhh, two very important points you made there that helped greatly, Valbon: 1) the RecordID and the QB Sales Order # are not the same field. 2) the RecordID, once created, cannot be changed.   The concern that led to the question was the possibility that users could change the Sales Order Number, and thus destroy the connection I create ...

In our business, every order starts with filling out a Sales Order. I'm setting up method so that all the different forms (except quotes) are generated based off the Sales Order - Invoices, Purchase Orders, Credit Memos, etc. (If you're wondering why you would related POs to a Sales Order, its because we're a drop shipping company, ...

Viret - I haven't tried doing anything like this before, but if I were to take a stab at it I'd probably start by looking at the "Advanced" options for the screen in question (when you edit the screen, there is an "Advanced" button at the top of the field/object list). This section allows you to create an action list ...

First off, thanks Mike, that's what I was looking for. I've got to remember that "advanced" button for the screen, lots of nifty features to be found there =).   James: I'm not sure how QB handles it, but Method seems to work similarly to what you're describing. If you look at the SalesOrder table synched with ...

In a section with two columns, I have a checkbox with a caption in the left cell, and a button in the right cell. I've set the alignment of the checkbox object to "right", and the alignment of the button object to "left". Ideally this would bring the checkbox and button right next to each other in the center of the section. ...

  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 ...

Ah, I finally understand what you've been saying (you only had to say it 4 times! ). I need to use to Sales Rep table for the dropdown, not the Sales Order table that was using for the grid. Now I've got a working dropdown object that will provide a list of unique Sales Rep initials. If anyone else is reading this thread to do what I ...

Thanks for that, now the drop down is showing. My next issue is that every repetition of the same Sales Rep is showing up. So it won't just list "CT, KJD, SAM". It lists "CT, CT, CT, KJD, KJD, SAM, SAM, SAM, KJD, KJD, KJD.." and so forth. I'm guessing that I can use the filter step on the drop down edit screen to make ...

Hi guys, I found this thread cuz I had the same question as the OP. My followup question: but what about the "Sales Order", "Purchase Order", "Invoice", etc screens? The Sales Order screen has a section on the left side of the screen (with a grid for listing existing Sales Orders), and the remaining sections (with ...

Michael,   Thanks for the suggestion. I'm running into problems creating my drop down objects, however. I've created a drop down which I've stuck in the cell above my grid. Here's what I did in each step of the editing of that drop down: Step 1: I named the caption of this dropdown "Sales Rep", and changed it to ...