Method Community

viret56, To my knowledge the only way to attach a document uploaded to Method would be to have the document field available on the screen.  In other words, create a screen based off of the documents library table.  I haven't done this type of customization myself, so I'd have to dive into it more.  I do know that a ...

Oh, and maybe a shorter suggestion might be to avoid doing any event based logic or calculations on the QB Amount field.  QB will ALWAYS revert this field to QTY X PRICE.  I avoid this field completely in all logic as QB must calculate it and then it get's updated upon the refresh to Method.  You won't see the refresh of ...

Hi Karen, Is there a reason you are looping through the grid?  I would suggest using "Retrieve value from table", unless there's a specific reason for using the loop.  Also, can you tell us what values are in the actual (hidden) QTY and Rate fields?  Calculations are done in the background to determine the ...

Karen, I do something similiar, although different.  That makes a lot of sense, Eh? All of my pricing is driven by the Item data and I have a quantity based pricing structure applied to each item. This is independent of the Customer, but it must be calculated for each line item added to an Order or Invoice. When the Item is changed, (Text ...

Hi Mike, The TxnMethodFlag field is a text field that can be used to "flag" transactions using whatever the user would like. So if the you want to use this field to mark Method only transactions, you can certainly do so. - Ashur

Hi Brett, This is not currently on our roadmap so if it's critical for the client to have this functionality then you would either have to build it for them or pay for our Consulting team to do it. - Ashur

Is there a field in the Invoice table that I can use to identify orders that are created in Method (as opposed to ones in QB)? What is the "TxnMethodFlag"field?

Hopefully someone can help me, and quickly!  I'm at my wits end... So in very simple terms, my client charges minimums if the QTY x Unit Price do not equal the set minimum.  Additionally different clients have different rates and different minimums for each item. I have created a table in Method that lists all the “billing ...

I have a new client that is using Method solely for the purpose of having an employee enter data only in Method, so we would need this functionality.

I need some clarification about Method email attachment capabilities. I have attached generated reports to emails successfully.  I read in a forum post that I can use a 'file attachment' database field to attach a file to an email.  (I have not actually done that yet.) My question concerns the documents we uploads to Method. ...