Method Community

Matt, The Generate Report action is what calls and displays reports. The Generate Report action also lets you select filters on what data is going to be reports on. Currently there is no statement report in Method but one can be created using the Method Report designer.  If you look at this forum post, it goes over some of the concepts of ...

 Bryan, Does the same thing happen on the default Estimate screen? Which fields are you filling out in the EstimateLine grid. -Michael

Tammy, This can be done through customization. You would need to add a drop down list to the screen that references the ReportMethod table and display ReportName as the 1st Column. You would need to filter the drop down by MasterTable = Activity (This would ensure that only relevant templates are displayed). Once the drop down is created the next ...

Bryan, From the Work Order List Screen when you click on More Actions > Invoice Selected or More Actions > Invoice All it actually goes through and checks to see if the occurrence has any job items, if it doesn't it copies them from the series.  -Michael

Hi John, Using a barcode reader should be possible with Method since essentially all a barcode reader does is scan a barcode and enter the number equivalent into a field. I see the possibility of creating a Mobile screen in Method and having the tech touch (Click) the field they want the barcode to be entered into and then scanning the barcode ...

Hi John, The Method Integration engine uses the .NET framework as do many other programs so I would suggest not uninstalling it. -Michael 

Caliper, Method reports can pull any information that you have entered into method. You won't have to re-enter anything . -Michael

Bryan, When you create a series it creates all the activities for each occurrence but it does not copy the job items (They are found in a separate table ActivityJobItems). When you edit an occurrence you should see a button labelled Copy Job Items from series which copies all the Job Items from the Series activity. Most user change the job items ...

Andy, Normally with buttons you would place them all the same cell (clump them together) by default buttons have the Keep this side-by-side other object in the same cell property checked (This can be found under the Formatting section when editing buttons/field/etc...).  When the fields are in the same cell changing the cell span of a field ...

Angelo, The only other option is to create a Method Report. If you look at our webinar section, we have videos on how to create reports. -Michael