Method Community

Hi Fran, Yes, they are directly generated from sales orders. Like I said, we'll eventually transition fully to Method, but for the time being, this just looks like a data hole that should be filled for future users. Could be a valuable bit of information to have in my opinion. Best, Charles

Adam, I understand there is a process for these sort of things. I can say that it would be extremely helpful if we could start bringing this in, but I realize we are not your only customer. I appreciate you bringing it up with the team, and will wait to hear from you on this. Best, Charles

Adam, Wow! I didn't even think about this aspect, but it would make sense. Quickbooks is a great accounting tool, but beyond that, well... let's just say there's a reason why we're using Method. You guys rock! Thanks again for the help, and for the clarification. Best, Charles

Adam & John, Thank you both VERY much for your help. So, it would appear that I do in fact need to create the invoices from Method rather than from Quickbooks to make this work, as the sales order number is pulled in dynamically from our website, and would like to avoid any extra steps in populating the invoice with manual data furthering the ...

Problem there is, as there is no linkage between sales order # and invoice #, this just creates a more complex scenario rather than a simpler one. This is what we're doing with sales order #'s and purchase order #'s with no problem, and would work just fine for customers with only a couple of invoices... trying to think long-game here. ...

Hi Valbon, This is obviously an old post, but we're having a very similar issue trying to grab the originating sales order # from the Invoice or InvoiceLine table. I'm not seeing this field anywhere, even though it exists in the local QB database table. There is an ongoing thread for this issue, which you will find ...

Hi John, Thanks for the help! Unfortunately, I had already seen that post and was not relevant to our particular situation. What we need to do is to associate the originating sales order number of an invoice. Of course, this will not ALWAYS exist, but 99% of the time, it does. In our business, the invoice is almost always generated from a sales ...

Bump. Is there truly no link between the InvoiceLine or Invoice table, and the sales order number that the invoice was originally generated from? I know that the data exists in the local QB table. Anyone? I still have been unsuccessful here.

Okay, I've been screwing around trying to find some way to acquire the Sales Order # associated with an invoice line item. In Quickbooks, it's clearly obvious and included as a field on every invoice that is produced from a sales order. In the QB Database, it's even more obvious, and also included in the InvoiceLine table ...

Hey Adam, I was afraid it might be something like that... totally understand. So, what I'm getting is that we need to create an action sequence that runs on a set schedule, or on button press, that would insert these values into the appropriate table column/row, then create a simple filter based on the results. Thanks for your help! Charles